Everything You Need to Know About the Customer Knowledge Management Agent in Dynamics 365 Customer Service


The Customer Knowledge Management Agent in Dynamics 365 Customer Service helps manage knowledge content by creating and updating articles based on case data. It can generate articles in real-time or analyze historical cases. Configuration involves setting up Copilot Studio billing, enabling real-time creation, and configuring rules for article creation. Admins can choose default compliance statuses for articles and enable Power Automate flows. The final step is publishing the agent in Copilot Studio to start testing.


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