Sharepoint is a web-based, collaborative platform that integrates with Microsoft Office and allows you to store and share files.

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 a SharePoint credential that will give access to your SharePoint tenant by using the provided credentials. These credentials can then be used to access a specific SharePoint site via a SharePoint content data source.

Adding a SharePoint credential

Before creating a SharePoint credential, you must first ensure you possess a SharePoint site and an account to access this site and its content. We recommend using a service account.

Below are the steps to create a new SharePoint credential:

1. Go to Models & credentials menu;

2. Click Add credential to create a new credential;

3. Choose the SharePoint credential type;

4. Next, name your credential, e.g. SharePoint account 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. Type the Tenant URL of your SharePoint, such as https://konverso.sharepoint.com.

7. Provide the Username to connect to this site: this corresponds to the email address that will be used to access the files.

8. Provide the Password associated with the given email address:

   1. An app password for the account,

   2. OR the actual password of the account. Note that, in this case, Multi-factor authentication (MFA) must be disabled.

8. Click Create.

The new credential is now available in the credential list. You can now use it when creating a new SharePoint content data source.

What’s next?

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