Knowledge Management: Remote File Configuration

If you’re using Copilot and don’t have a dedicated Knowledge Base, it is still possible to choose the option “Remote File” as a Knowledge Base type and connect files to Copilot.

In this article, we describe the process by which one can prepare knowledge base data to be indexed to the Copilot - Configuration service, using the Remote File Connector. 

Follow the steps below to make the necessary configurations: 

1. Gather the information you wish to be indexed in the Copilot service, divided by article. Each article should have the following information: 

    • Title
    • Text
    • URL

2. Create a .json file for each article according to the following format:
"article_type": "ARTICLE", "knowledge_base_type": "FILE", "original_content": "",
"text": "<insert_article_content>", "title": "<insert_article_title>", "url": "<insert_article_url>"

Note: Replace the ​text, title, and URL​ within the placeholders <> with your own content. We do not recommend changing anything else apart from these items.

3. Compress all the ​.json​ article files you create into a single zipped file.

This zipped file must now be uploaded to a platform that allows the Copilot service to download it. We suggest uploading it to Google Drive and proceeding as follows:


1. Right-click on the file and click on ​Get link [1].


2. Change the Restricted sharing option to Anyone with the link [2].


3. Now, copy the ID part of the link that you’re shown [3] and save it for the next step. 


4. Let’s head to Copilot - Configuration. Click on New Knowledge Base [4].


5. Select the Remote File [5] option and click “Continue”.


6. Fill in the “Name” [6] and “Description” [7] fields. 

Note: Please be aware that no spaces should be used in the “Name” field. 

7. Fill in the “URL” field with the content below. Make sure to replace “<YOUR_ID>” with the link ID you copied in step 3.<YOUR_ID>

8. Provide a start date and time for the Knowledge Base to retrieve content [9]

9. Select a period in which the content of the Knowledge Base should be updated [10].

10. Click Create [11] to finalize the process. 

11. We recommend clicking on “Run Test” to ensure that the configuration has been done successfully.

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