How to integrate Sharepoint Knowledge base with Smart Aigent?

You connect SharePoint to Smart Aigent by creating an app registration in Microsoft Entra with Application permissions for Microsoft Graph, and entering the corresponding details (Tenant ID, Site ID, Client ID and Client secret) in the SharePoint integration in Chat+. Then you select which SharePoint pages Smart Aigent is allowed to use and start the sync.

This page covers the following topics:

• What do you need to set up the connection?
• Register an app in Microsoft Entra
• Connect SharePoint in Chat+
• Check the connection in Smart Aigent
• Which content gets synced?
• How do you show the source of a response?

What do you need to set up the connection?

Before you set up the connection, you need the following.

• Administrator rights on the relevant chatbot in Chat+.
• An active Smart Aigent module on the environment.
• Access to the Microsoft Entra admin center, with rights to create an app registration and grant admin consent.
• The Microsoft Graph Site ID of the SharePoint site you want to connect.
• Microsoft Graph Application permissions, such as Sites.Read.All or Sites.Selected. Delegated permissions do not work for Smart Aigent's automatic background sync.

Register an app in Microsoft Entra

First register an application in Microsoft Entra and give it access to the SharePoint site via Microsoft Graph.

1. Go to the Microsoft Entra admin center and open Identity Applications App registrations.
2. Click New registration, give the app a recognizable name and choose Accounts in this organizational directory only.
3. Note the Directory (Tenant) ID and the Application (Client) ID on the Overview page.
4. Go to Certificates & secrets Client secrets and click New client secret.
5. Add a description and expiration date, then click Add. Copy the displayed value immediately.
6. Go to API permissions Add a permission Microsoft Graph and choose Application permissions.
7. Add Sites.Read.All, or Sites.Selected for access to one specific site, and click Grant admin consent.

Connect SharePoint in Chat+

Once you have the details from Microsoft Entra, set up the connection in Chat+.

1. Log in to Chat+ and go to Integrate in the left menu.  

2. Click the SharePoint tile.

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3. Fill in the following fields:
   • Tenant ID: the Directory (Tenant) ID from Microsoft Entra.
   • Site ID: the Microsoft Graph Site ID of the SharePoint environment.
   • Client ID: the Application (Client) ID of the app registration.
   • Client secret: the generated client secret value.
   • Graph token scope: the scope URL, by default https://graph.microsoft.com/.default.
4. Click Save.
5. Click Refresh to retrieve the available SharePoint pages.
6. Search for and select the pages the chatbot is allowed to use, then click Sync selected.

Check the connection in Smart Aigent

After the sync, you can check whether the content has been processed correctly.

1. Go to Smart Aigent Overview. 
2. Check that the selected SharePoint pages are visible with their page title, sync status and date of last change.
3. Test the chatbot in the preview to check whether the content is used correctly in responses.

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Which content gets synced?

The connection only syncs SharePoint site pages (.aspx files) that you select yourself. After the first manual sync, these pages are automatically updated weekly. If you want to apply a change immediately, you can start a new manual sync at any time.

How do you show the source of a response?

Use the placeholder {{system.smart_aigent_sources}} in a dialog template to show the source of a response to the conversation partner.