If your organization possesses files stored in a SharePoint site, you might want your agents to leverage their content to answer users' queries. This can be done by creating an Azure application for SharePoint credential that will give access to your SharePoint tenant via an Azure application. These credentials can then be used to access a specific SharePoint site via a Microsoft SharePoint content data source.
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Note that connecting to your SharePoint can also be done via a SharePoint credential, which uses the standard credentials (username and password) of your SharePoint tenant. |
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Go to Models & credentials.
Click Add credential to create a new credential;
Select the Azure application for SharePoint credential type;
Give a name to your credential;
Provide the Tenant URL of your SharePoint, for example,
https://company.sharepoint.com.Provide the Tenant ID of the application.
Provide the Client ID of the application.
Provide the Client secret associated with the given Client ID.
Click Create.
The new connection credential is now available in the Credentials list. You can now use it when creating a new Microsoft SharePoint content data source.
What’s next?
Learn how to create a Microsoft SharePoint content data source that uses your credentials by reading this page: /wiki/spaces/AGENTIC/pages/4099702799 SharePoint content.