Filter Copilot content based on entity attributes

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	Apr 30, 2024	-	-

Business value

Filter content automatically based on attributes from entities such as customer profile so agents don't need to select the filters to apply.

Feature details

Filters automatically apply to improve filtering. These filters minimize the mixing of content from different sources. The filters use a specific field you select from a configured entity.

Administrators set up the required entity and field in the Customer Service admin center. Copilot applies the filters by using the specified logic. For example, a customer has a specific profile attribute, such as a location. The application matches this attribute with the corresponding field in the knowledge base entity. Copilot uses only the records with matching field values to generate a response. When this filter is applied, the agent sees a notification. The notification lets the agent know that a new filter was applied automatically.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Set up filters (docs)