OneDrive / SharePoint
Sync OneDrive and SharePoint documents into a knowledge base so the AI agent answers from them.
Connect Microsoft OneDrive / SharePoint and pick the documents the AI agent should read. Chatasist pulls each file's content into a knowledge base, embeds it for retrieval, and re-indexes it when it changes.
OneDrive / SharePoint sync is available on the Growth plan and above. On Free and Starter, the Integrations menu and this option are hidden.
Connect OneDrive#
- Go to Integrations and click Connect OneDrive on the OneDrive / SharePoint card.
- Sign in with your Microsoft account and approve access.
- You're returned to the Integrations page with it listed as Active.
Add files to a knowledge base#
- Go to Knowledge Base → Create knowledge base, name it, and pick OneDrive / SharePoint as the type.
- Choose the connection, search for files, tick them, and click Add selected files.
Word documents and text-based files are indexed. A sync runs about every 10 minutes and re-indexes anything that changed.
Disconnect#
From Integrations → OneDrive / SharePoint, click Disconnect. The agent stops syncing; already-indexed content keeps working until you remove the sources. Nothing in OneDrive is changed.
Combine your Microsoft docs with other knowledge sources for sharper answers.