Skip to content

Commit 091c7ac

Browse files
authored
Merge pull request SharePoint#10275 from ReidCarlberg/ReidCarlberg-patch-2
accidentally edited patch-2 rather than main
2 parents a39605f + fc6049e commit 091c7ac

File tree

1 file changed

+23
-15
lines changed

1 file changed

+23
-15
lines changed

docs/embedded/development/declarative-agent/spe-da-adv.md

Lines changed: 23 additions & 15 deletions
Original file line numberDiff line numberDiff line change
@@ -1,25 +1,33 @@
11
---
22
title: SharePoint Embedded copilot Advanced Topics
33
description: Learn how the semantic index powers Retrieval-Augmented Generation (RAG) to provide accurate, context-aware AI responses in SharePoint Embedded copilot.
4-
ms.date: 3/03/2025
4+
ms.date: 5/20/2025
55
ms.localizationpriority: high
66
---
77

88
# SharePoint Embedded copilot Advanced Topics Overview
99

10-
This advanced guide covers how the semantic index powers Retrieval-Augmented Generation (RAG) to provide accurate, context-aware AI responses. We’ll explore how these concepts work together to ensure your copilot retrieves relevant information from your data and returns grounded answers.
10+
This advanced guide covers how the semantic index powers Retrieval-Augmented Generation (RAG) to provide accurate, context-aware AI responses. We explore how these concepts work together to ensure your copilot retrieves relevant information from your data and returns grounded answers.
1111

1212
## Caveats
1313

1414
### Configuration
1515

16-
#### Required ContainerType Configuration
16+
#### Required Container Type Configuration
1717

1818
##### DiscoverabilityDisabled
1919

20-
This [flag](../../administration/developer-admin/dev-admin.md#container-type-configuration-properties) prevents copilot from discovering [drive items](/graph/api/resources/driveitem) in the specified container type. If you have an existing container type and are setting this value to false, please wait 24 hours to ensure the container type configuration is fully propagated before creating a new container, uploading files there, and trying out copilot on folders/files of that new container.
20+
The [`discoverabilityDisabled`](../../administration/developer-admin/dev-admin.md#container-type-configuration-properties) property controls whether [copilot](https://learn.microsoft.com/en-us/microsoft-365-copilot/) can discover [drive items](/graph/api/resources/driveitem) within a specific container type.
2121

22-
The following is an example of how to set the flag to false with [Set-SPOContainerTypeConfiguration](/powershell/module/SharePoint-online/set-spocontainertypeconfiguration#examples)
22+
If you’re updating an existing container type to set this property to `false`, allow up to **24 hours** for the configuration change to fully propagate before:
23+
24+
- Creating new containers,
25+
- Uploading files to containers, or
26+
- Using copilot to interact with folders or files.
27+
28+
This ensures copilot can correctly access and surface the content.
29+
30+
Here is an example of how to set `discoverabilityDisabled` to false with [Set-SPOContainerTypeConfiguration](/powershell/module/SharePoint-online/set-spocontainertypeconfiguration#examples)
2331

2432
```powershell
2533
Set-SPOContainerTypeConfiguration -ContainerTypeId 4f0af585-8dcc-0000-223d-661eb2c604e4 -DiscoverabilityDisabled $false
@@ -33,14 +41,14 @@ Discoverability can also be disabled using the Visual Studio Code SharePoint Emb
3341

3442
The Content-Security-Policy (CSP) for embedded chat hosts ensures that only specified hosts can load the chat component. This helps in securing the application by restricting which domains can embed the chat component.
3543

36-
It is intended to allow consuming tenant SPE admins to set an allowlist of hosts that they will allow to embed the SPE copilot in an iFrame. Specifically, the value they set here will be used in a Content-Security-Policy header as a frame-ancestors value.
44+
It's intended to allow consuming tenant SPE admins to set an allowlist of hosts that are permitted to embed the SPE copilot in an iFrame. Specifically, the value they set here is used in a Content-Security-Policy header as a frame-ancestors value.
3745

3846
> [!NOTE]
3947
>
40-
> If this configuration is not set, the [Content-Security-Policy](https://developer.mozilla.org/docs/Web/HTTP/Headers/Content-Security-Policy) will default be set to
41-
> [frame-ancestors](https://developer.mozilla.org/docs/Web/HTTP/Headers/Content-Security-Policy/frame-ancestors): none which means no one can embed the copilot.
48+
> If this configuration isn't set, the [Content-Security-Policy](https://developer.mozilla.org/docs/Web/HTTP/Headers/Content-Security-Policy) is default set to
49+
> [frame-ancestors](https://developer.mozilla.org/docs/Web/HTTP/Headers/Content-Security-Policy/frame-ancestors): "none" which means no one can embed the copilot.
4250
43-
Below are example commands to use the [Connect to SharePoint Online using PowerShell](/powershell/sharepoint/sharepoint-online/connect-sharepoint-online) commands:
51+
Here are example commands to use the [Connect to SharePoint using PowerShell](/powershell/sharepoint/sharepoint-online/connect-sharepoint-online) commands:
4452

4553
- [Set-SPOApplication](/powershell/module/SharePoint-online/set-spoapplication) to set the `CopilotEmbeddedChatHosts` property.
4654
- [Get-SPOApplication](/powershell/module/SharePoint-online/get-spoapplication) to get the `CopilotEmbeddedChatHosts` property.
@@ -52,7 +60,7 @@ Connect-SPOService "https://<domain>-admin.sharepoint.com"
5260
# Login with your admin account.
5361
...
5462
55-
Set-SPOApplication -OwningApplicationId 423poi45 -CopilotEmbeddedChatHosts "http://localhost:3000 https://contoso.sharepoint.com https://fabrikam.com"
63+
Set-SPOApplication -OwningApplicationId XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX -CopilotEmbeddedChatHosts @("http://localhost:3000", "https://contoso.sharepoint.com", "https://fabrikam.com")
5664
5765
# This will set the container type configuration “CopilotEmbeddedChatHosts” accordingly.
5866
...
@@ -71,7 +79,7 @@ CopilotEmbeddedChatHosts : {http://localhost:*}
7179

7280
##### Authentication and 3P Cookies
7381

74-
The iFrame used by SharePoint Embedded copilot attempts to authenticate using third-party cookies. If third-party cookies are disabled in the user's browser, the iFrame will not be able to authenticate automatically. In such cases, a popup will be displayed prompting the end user to log in manually. This ensures that the authentication process can still be completed even when third-party cookies are not available.
82+
The iFrame used by SharePoint Embedded Copilot authenticates users using third-party cookies. If third-party cookies are disabled in the user's browser, the iFrame can't authenticate automatically. In this case, a popup prompts the user to sign in manually, ensuring that authentication can still be completed.
7583

7684
## Advanced Topics
7785

@@ -89,7 +97,7 @@ Files in SharePoint Embedded are naturally [semantic indexed](spe-da-adv.md#sema
8997

9098
![How RAG works in SPE](../../images/speco-ragm365.png)
9199

92-
With SharePoint Embedded copilot, you can further ground the large language models (LLM) reponses on [specific files or drive items.](spe-da-adv.md#scoping-your-copilot-to-specific-content).
100+
With SharePoint Embedded copilot, you can further ground the large language models (LLM) response on [specific files or drive items.](spe-da-adv.md#scoping-your-copilot-to-specific-content).
93101

94102
### Semantic index
95103

@@ -111,7 +119,7 @@ The LLM uses the data to inform and construct the response.
111119

112120
### Grounding
113121

114-
Grounding in the context of SPE copilot refers to the process of providing input sources to the large language model (LLM) related to the user's prompt. This helps improve the specificity of the prompt and ensures that the responses are relevant and actionable to the user's specific task. The data the copilot is grounded on will be on the contents of the container type in the copilot application. Behind the scenes SPE copilot uses M365 Copilot, [learn more about it's architecture here](/copilot/microsoft-365/microsoft-365-copilot-architecture)
122+
Grounding in the context of SPE copilot refers to the process of providing input sources to the large language model (LLM) related to the user's prompt. This helps improve the specificity of the prompt and ensures that the responses are relevant and actionable to the user's specific task. The data the copilot is grounded on will be on the contents of the container type in the copilot application. Behind the scenes SPE copilot uses Microsoft 365 Copilot, [learn more about it's architecture here](/copilot/microsoft-365/microsoft-365-copilot-architecture)
115123

116124
### Scoping your copilot to specific content
117125

@@ -162,9 +170,9 @@ The copilot iframe dynamically loads localization settings to ensure that the ch
162170

163171
When the copilot iframe is initialized, it retrieves the current localization settings from SharePoint. These settings dictate the language and regional preferences for the chat interface, ensuring that all UI elements, messages, and interactions are presented in the user's preferred language. This seamless integration with SharePoint's localization framework allows copilot to provide a consistent an
164172

165-
You can have this localized by setting your language options in the SharePoint account settings: [Change your personal language and region settings - Microsoft Support](https://support.microsoft.com/en-us/office/change-your-personal-language-and-region-settings-caa1fccc-bcdb-42f3-9e5b-45957647ffd7) note, if your M365 setting is different from your Sharepoint account langauge settings it will take precedence, you can change your M365 language settings here: [Change your display language in Microsoft 365](https://support.microsoft.com/en-us/topic/change-your-display-language-and-time-zone-in-microsoft-365-for-business-6f238bff-5252-441e-b32b-655d5d85d15b)
173+
You can have this localized by setting your language options in the SharePoint account settings: [Change your personal language and region settings - Microsoft Support](https://support.microsoft.com/en-us/office/change-your-personal-language-and-region-settings-caa1fccc-bcdb-42f3-9e5b-45957647ffd7) note, if your M365 setting is different from your Sharepoint account langauge settings it takes precedence, you can change your M365 language settings here: [Change your display language in Microsoft 365](https://support.microsoft.com/en-us/topic/change-your-display-language-and-time-zone-in-microsoft-365-for-business-6f238bff-5252-441e-b32b-655d5d85d15b)
166174

167-
An additional locale option can be passed in through the `ChatLaunchConfig` to further set the language the copilot will respond in:
175+
An additional locale option can be passed in through the `ChatLaunchConfig` to further set the language the copilot responds in:
168176

169177
```typescript
170178
const [chatConfig] = React.useState<ChatLaunchConfig>({

0 commit comments

Comments
 (0)