SharePoint Integration

This guide will walk you through the process of setting up a SharePoint integration app in Microsoft Azure, connecting OrygoAI to SharePoint and start loading your SharePoint Folders in your Agents

Time required for this integration: 10 min

Step 1: Create the App on Microsoft Azure

1. Go to the Azure Portal
   Navigate to the Azure Portal.

2. Search for App Registrations
   Use the search bar at the top of the page to find and select App Registrations.

3. Create a New App Registration

   • Click on New Registration.
   • Provide a name for the app.
     Example: SharePoint Integration App.
   • Copy the app tenand_id and client_id from the App homepage

4. Generate a Client Secret

   • In the left-hand menu under Manage, go to Certificates & Secrets.

   • Click on New client secret.

   • Add a description (e.g., “SharePoint App Secret”).

   • Set the expiration date and click Add.
     Note: Make sure to copy and save the client secret, as it will not be displayed again.

5. Configure API Permissions

   • Under Manage, go to API Permissions.
   • Click on Add a permission and select Microsoft Graph.
   • Choose Application permissions.
   • Search for and select the following permissions:
     • Files.Read.All
     • Sites.Read.All
   • Click Add permissions.

6. Grant Admin Consent
   Ensure the user performing these steps has admin privileges. Grant admin consent for the app by clicking on Grant admin consent for the necessary permissions.

Step 2: Set Up SharePoint Integration on OrygoAI

1. Access the OrygoAI Control Panel

   • Navigate to the OrygoAI Control Panel.
   • Go to the Integration section.
   • Select SharePoint Integration.

2. Connect OrygoAI to Your SharePoint Site
   To connect OrygoAI to your SharePoint site, enter the APP credentials (client_id, tenant_id and client_secret) as well as the site name and site hostname for the SharePoint you want to connect:

    TENANT_ID='example-tenant-id-1234567890'
    CLIENT_ID='example-client-id-1234567890'
    CLIENT_SECRET='example-client-secret-abc123'
    SHAREPOINT_SITE_HOSTNAME='example.sharepoint.com'
    SHAREPOINT_SITE_NAME='example-site-name'
   

Step 3: Upload SharePoint Folders to Your AI Agent’s Knowledge Base

Once the SharePoint integration is active, follow these steps to upload SharePoint folders into your AI Agents’ knowledge base:

• Go to the Knowledge Base section of the OrygoAI Control Panel.
• Select SharePoint as the source.
• Add the URL(s) of your SharePoint folders into the uploader to import them into your AI Agent’s knowledge base.