Sharepoint Indexing

Connect a SharePoint folder to an assistant's corpus so the documents in it are indexed and the assistant can answer from them. With automatic sync turned on, files you add to the folder later are picked up too, so your team keeps working in SharePoint while the assistant stays current.

How SharePoint indexing works

A corpus is the set of documents an assistant searches to answer questions. Every assistant gets a default corpus when it's created. See the Corpus Overview.

You connect a SharePoint folder from the corpus's Add Knowledge Source window, under Sync Content:

Paste the folder's URL into SharePoint Folder URL.

Choose whether to Enable Automatic Sync:

On: new files and folders added to the SharePoint folder later are added to the corpus automatically.

Off: only the files in the folder now are added.

Click Sync and sign in with your Microsoft account when asked, so Ejento AI can read the folder.

The documents are indexed into the corpus, and you get a notification in Ejento AI when indexing is complete.

Use cases

Policy library: Connect the SharePoint folder where HR publishes policies, with automatic sync on. When HR adds a new policy, the HR assistant can answer from it without anyone uploading it again.

Project documents: Connect a project's SharePoint folder to the project assistant so team members can ask questions about specs and meeting notes.

To add individual files instead, choose Files in the same window. For Google Drive folders, see the Google Drive Connector.

1. Open the assistant's corpora

In the sidebar, click Assistants. Search for your assistant, click the three dots in its Actions column, then click View Corpora.

2. Open the corpus

The Agent Corpus Connections page lists the corpora the assistant uses. Click the corpus you want to add documents to, for example the default corpus named after the assistant.

3. Click Add

On the corpus's Documents tab, click Add at the top right. The Add Knowledge Source window opens.

4. Choose SharePoint

Under Sync Content, click SharePoint. The Sync Content from SharePoint window opens and shows No folders connected yet until you connect one.

5. Connect the folder

In SharePoint, open the folder you want to index and copy its URL from the address bar. Paste it into SharePoint Folder URL, turn Enable Automatic Sync on or off, then click Sync. When the Microsoft sign-in window appears, sign in and allow access.

The folder's documents are indexed into the corpus. You get a notification in Ejento AI when indexing is complete, and the documents appear in the corpus's Documents list.

Sharepoint Indexing

How SharePoint indexing works#

Use cases#

1. Open the assistant's corpora#

2. Open the corpus#

3. Click Add#

4. Choose SharePoint#