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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 Azure application for SharePoint credentialsthat 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 data source.

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Below are the steps to create new Azure application for SharePoint credentials:

  1. Go to Admin Administration > Credentials.

  2. Click Add credentials to create new credentials;

  3. Select the Azure application for SharePoint card;

  4. Name your credential, e.g. SharePoint Azure application Jean;

  5. Select who to share the credentials with. This will determine who can use your credentials in the data sources. If you want to keep these credentials private, select Only me. If you want to share them with other builders, select Builders.

  6. Provide the Tenant URL of your SharePoint, for example, https://company.sharepoint.com.

  7. Provide the Tenant ID of the application.

  8. Provide the Client ID of the application.

  9. Provide the Client secret associated with the given Client ID.

  10. Click Add credentials on the top right of the page to finalize the creation.

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Learn how to create a Microsoft SharePoint content data source that uses your credentials by reading this page: Microsoft SharePoint.