SharePoint をナレッジ ベースに接続する

Microsoft SharePoint コネクタを使用すると、組織の SharePoint ドキュメントとライブラリをナレッジ ベースに直接取り込むことができます。接続すると、EKB は SharePoint コンテンツの同期と完全な検索を維持し、Microsoft 365 からファイルをコピーしなくても AI エージェントがコンテンツにアクセスできるようにします。

SharePoint への接続

1. Open Project Settings

   In your EKB project, navigate to Settings in the sidebar.

2. Go to Connections

   Select the Connections tab and find the Microsoft SharePoint tile under Cloud Storage & Documentation.

3. Open the SharePoint popup

   Click the Microsoft SharePoint tile. A popup appears with the option to connect your organization's SharePoint to sync documents. Click + Connect SharePoint.

4. Authenticate with Microsoft

   You will be redirected to Microsoft to authenticate. Sign in with your Microsoft account and grant EKB the necessary permissions to access your SharePoint.

5. Verify the connection

   Once authenticated, you will be returned to the Connections page. The Microsoft SharePoint tile will display a green dot and a count of your active SharePoint connections.

✓You're now ready to sync documents from SharePoint into the Knowledge Base!