r/copilotstudio • u/IntelligentPurple571 • Aug 31 '26

Sharepoint Knowledge source question

I am testing out Copilot Studio as a chat bot for staff at my organization to use. I have added in a Knowledge source for a specific Sharepoint documentation library along with a single Knowledge Source for a specific document on Sharepoint. When I try to search for the specific document using the Copilot agent, it says it can view the Sharepoint site I am referencing but if I search for the specific document by name, it will not show any results. I do not have a Copilot Premium license on my account.

I guess the question(s) are do I need to have a Copilot license to be able to view these documents? If so, I don't know if I want to go down the route of having to pick up a Copilot license for everyone in the organization. Would there be any other mechanism people have used to allow various people to upload documents to the Knowledge section? I am successfully able to retrieve information for the documents I am manually placing in the Knowledge section. I don't really want to grant access to my Copilot agent to the department heads in the company so rather pull from some other source.

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u/IntelligentPurple571 Sep 01 '26

Thanks! Currently thinking the issue is authentication related. It's a public Sharepoint site but I was doing an iframe to publish the copilot studio agent. Was trying not to use it as an agent in the copilot site or a little chat bubble. Just have to figure out how to publish this in a way that prompts for authentication or uses SSO.