SharePoint (users)
How SharePoint documents are used in ept AI, and how they show up in AI Chat and rooms.
SharePoint (users)
When your organization connects SharePoint, ept AI can answer questions using documents from authorized SharePoint sites that an admin added as knowledge sources. You do not connect SharePoint yourself on Profile → Connections (that pattern is for personal connectors such as Teams).
Back to Integrations Overview · Admins: Connect SharePoint and authorize sites
Who sets this up
An ept AI admin (with Microsoft 365 admin and SharePoint Administrator help) must:
- Connect SharePoint for your account (Microsoft admin consent).
- Authorize specific SharePoint sites.
- Create SharePoint knowledge sources and attach them to the knowledge source configuration (KSC) used by AI Chat or your rooms.
If SharePoint answers are missing, ask an admin—there is no per-user SharePoint connect button.
Which documents get used
ept AI only uses SharePoint content that:
- Comes from a site your admin authorized on the SharePoint integration
- Is included in a SharePoint knowledge source (a whole document library or a selected folder)
- Is attached to the KSC for the channel or room where you are chatting
Other SharePoint sites in your tenant are not searched. Personal OneDrive sites are not part of this integration.
How content shows up in rooms and chat
After a SharePoint knowledge source is attached and ingested:
- In AI Chat or a deal room (or other room type that uses that KSC), ask questions about policies, product docs, or other files stored in the connected library or folder.
- Answers can cite SharePoint documents the same way other knowledge sources appear—there is no separate SharePoint browser inside ept AI.
- You only see answers from sources included in that chat or room’s configuration; confidential knowledge sources follow the same confidentiality rules as other KS content.
Example questions: “What does our onboarding checklist say about security training?” or “Summarize the Q3 product FAQ from the Customer Success library.”
Privacy summary
- Admins choose which sites and folders are indexed
- ept AI uses that indexed content for answers in channels and rooms that include those knowledge sources
- You do not grant SharePoint access from your personal Connections page
Troubleshooting
| Symptom | What to try |
|---|---|
| No SharePoint answers in chat | Ask an admin to confirm a SharePoint knowledge source is attached to this channel or room’s KSC and that ingestion finished |
| Expected file missing | The file may be outside the authorized site or selected folder, or not yet ingested—ask an admin |
| Looking for Connect SharePoint under Profile | SharePoint is account-level; see the admin guide |