Guide to Integrating SharePoint with ChatNode

Integrating SharePoint with ChatNode allows you to easily upload and train agent data using files stored in your SharePoint sites. Follow this step-by-step guide to set up and manage the integration.

Steps to Integrate SharePoint with ChatNode:

  1. Access the Integration: - Navigate to the Data section in your ChatNode dashboard.

    • Under Integrations, select SharePoint.

  2. Connect Your SharePoint Account: - Click the Connect button on the SharePoint panel.

    • A pop-up window will appear, prompting you to enter the following details: - SharePoint Tenant Name: The name of your SharePoint tenant (e.g., yourcompany.sharepoint.com).
      • SharePoint Site Name: The specific site name where your files are located.
    • After entering the details, click Connect.

  3. Confirm Connection: - Once the connection is successful, a confirmation pop-up will notify you that your SharePoint account is connected to ChatNode.

  4. Select Files for Training: - Click Select Files to browse through the files in your SharePoint site.

    • Tick the checkboxes next to the articles or files you want to upload and train.
    • After selecting the files, click Select.

  5. Automatic Upload and Training: - The selected files will be uploaded to ChatNode and automatically trained for agent use.

    • You can monitor the training status in the SharePoint panel.

Managing Your Integrated Files:

  1. Download Files: - Each uploaded file includes an option to download its content in .txt format, making it easy to review or archive the data.
  2. Retrain with Updated Information: - If you’ve updated a file in SharePoint, tick the checkbox next to the file in ChatNode and click Retrain. This ensures your agent reflects the latest data.
  3. Add or Remove Files: - To Include New Files: Repeat the Select Files process to add more data to your agent.
    • To Remove Files: Tick the checkbox next to the file you want to delete, and click Delete. This will remove the file from ChatNode’s training dataset.

Benefits of SharePoint Integration:

  • Efficient File Access: Directly browse and upload files from your SharePoint site to ChatNode.
  • Real-Time Updates: Keep your agent data current by quickly retraining with updated files.
  • Backup Flexibility: Download files in .txt format for offline use or secure storage.