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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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  1. Open the Microsoft Azure Admin Portal.

  2. Go to Identity > Applications > App registrations.

  3. Click New registration.

  4. Give the application a name. Select Accounts in this organizational directory only. Click Register.

  5. Go to Manage > Certificates & secrets.

  6. Click Client secrets > New client secret.

  7. Give the client secret a description and an expiration date. Click Add.

  8. Make sure to copy the value of the client secret now as it is only visible immediately after creation.

  9. Go to Manage > API permissions.

  10. Click Add a permission.

  11. Select Microsoft Graph > Application permissions > Sites > Sites.Selected. Click Add permissions.

  12. Ask an administrator to grant their content consent on the permission or click Grant admin consent if you are an administrator.

  13. Go to Overview.

  14. Copy the Application (client) ID and the Directory (tenant) ID.

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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 bottom 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.