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  • 1.  Salesforce Knowledge + Copilot Phrases

    Posted 03-19-2026 15:27

    Hi everyone,

    I've recently implemented a Knowledge Base integration between Salesforce Knowledge and Genesys Cloud using the External Knowledge Source (Origin) feature.

    The synchronization is working as expected - articles are being imported and are available within Genesys.

    However, I've run into a limitation that I'd like to validate with the community:

    👉 When using external articles (from Salesforce), I'm unable to edit them within Genesys Cloud to add phrases / utterances that improve Agent Copilot suggestions.

    From what I understand:

    • External articles are read-only inside Genesys

    • This prevents adding phrases directly in Genesys to influence Copilot recommendations

    ❓My question:

    Is this the expected behavior?

    And if so:

    • What are the best practices to improve Copilot suggestion accuracy when using external knowledge bases?

    • Is there any workaround (e.g., hybrid KB, duplication, or mapping strategies)?

    💡 Context:

    We are working with a customer that currently uses Salesforce Knowledge as their primary knowledge base and is planning to adopt Agent Copilot in the near future.

    As part of this initiative, we're evaluating how to ensure high-quality article suggestions during interactions - and phrase/utterance association is a key component of that when using native Genesys Knowledge.

    Given that the articles are externally managed, we're trying to understand how to best approach this scenario before scaling the Copilot adoption.

    Would love to hear how others are handling this in real implementations.

    Thanks in advance!

    #GenesysCloud #AICopilot #Knowledge #Salesforce #CX


    #AICopilot(Agent,SupervisorAdmin)

    ------------------------------
    Mateus Nunes
    Tech Leader Of CX at Solve4ME
    Brazil
    ------------------------------


  • 2.  RE: Salesforce Knowledge + Copilot Phrases

    Posted 03-23-2026 12:07
    Edited by Samuel Jillard 04-07-2026 04:16

    Hi Mateus,

    You are correct that External Knowledge articles are read only, but it did find your idea: Add Phrase Support for External Knowledge Articles

    Hopefully someone else in the community can share any workarounds they have used to help with this scenario



    ------------------------------
    Sam Jillard
    Online Community Manager/Moderator
    Genesys - Employees
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  • 3.  RE: Salesforce Knowledge + Copilot Phrases

    Posted 03-23-2026 13:21
    I recently implemented a copilot with knowlege Salesforce.
     
    I encountered the same problem because the client wanted to edit it through Genesys.
     
    My response to him was that it's an external database and the configurations need to be done by salesforce system
     
    Regarding your question, what I did for that client was adding relevant keywords to the final of the article.
     
    It's not perfect, but the co-pilot improved significantly.
    Note: Regarding your idea, I already voted for it.


    ------------------------------
    Kaio Oliveira
    GCP - GCQM - GCS - GCA - GCD - GCO - GPE & GPR - GCWM

    PS.: I apologize if there are any mistakes in my English; my primary language is Portuguese-Br.
    ------------------------------



  • 4.  RE: Salesforce Knowledge + Copilot Phrases

    Posted 03-29-2026 21:24

    Hi @Kaio Oliveira,

    That's a very relevant insight, thank you for sharing your experience.

    I also liked your workaround of adding relevant keywords at the end of the article. It may not be perfect, but if it improves Copilot article suggestions in practice, it is already a very valuable approach.

    Another path we can explore in this kind of scenario is combining the article display with Copilot intents and actions. Depending on the use case, we may use the Copilot intent itself to help drive when specific articles are surfaced, alongside the configured actions, instead of relying only on phrase associations inside the knowledge article.

    I think this can be a good complementary strategy, especially for customers that already have Salesforce as their primary knowledge source and want to improve suggestion quality without duplicating the full knowledge base inside Genesys.

    By the way, do you know which permissions are required on the Salesforce side for the integration and the External Knowledge Source configuration to work properly? That is another point we are currently validating here.

    Thanks again for sharing this. And thank you as well for voting on the idea.



    ------------------------------
    Mateus Nunes
    Tech Leader Of CX at Solve4ME
    Brazil
    ------------------------------

    Original Message


  • 5.  RE: Salesforce Knowledge + Copilot Phrases

    Posted 03-30-2026 11:24
    Edited by Kaio Oliveira 03-30-2026 16:03

    Fala Mateus.... 

    I requested to customer, just sent me:

    =-=-=-=-=

    Permission Set: Genesys_Knowledge_Integration
     
    1 - System Permissions:
     
    API Enabled: Read
     
    2 - Object Permissions (CORE)
     
    Knowledge (geral): Read
    KnowledgeArticleVersion / Knowledge_kav / <ArticleType>_kav: Read
     
    3 - Data Categories
     
    Data Category Visibility: All categories: Read access
     
    4 - Connected App (OAuth)
     
    api
    refresh_token
    offline_access

    =-=-=-=-=



    ------------------------------
    Kaio Oliveira
    GCP - GCQM - GCS - GCA - GCD - GCO - GPE & GPR - GCWM

    PS.: I apologize if there are any mistakes in my English; my primary language is Portuguese-Br.
    ------------------------------

    Original Message


  • 6.  RE: Salesforce Knowledge + Copilot Phrases
    Best Answer

    Posted 18 days ago
    This point is very important, considering that the integration with Salesforce CX has improved both process speed and visibility.


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    Victor Soares
    Gerente técnico
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