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Version: 1.0.0

Sharepoint Indexing

Upon creation of a new assistant, A sharepoint folder for the assistant is created automatically, this folder allows another convenient way of indexing data to the assistant.


Enable Sharepoint Indexing for existing assistant

if the sharepoint indexing option does not show a link to the sharepoint folder, you can enable sharepoint indexing for such an assistant, Steps:

  • Select the assistant for which Sharepoint Indexing is disabled.
  • Click on Edit assistant.
  • Click on Update.

1. Select the assistant for which Sharepoint Indexing is disabled

Step 1 screenshot

2. Click on Edit assistant

Step 2 screenshot

3. Click on Update

Step 3 screenshot


Indexing documents using Sharepoint Indexing

Once a new assistant has been created, A sharepoint folder is automatically created for the assistant, where the documents that are to be indexed can be uploaded, without having to index each file individually using other options.

1. Select an assistant

Step 1 screenshot

2. Click on Knowledge Base

Step 2 screenshot

3. This table shows the data that has been indexed to the assistant

Step 3 screenshot

4. Click on Upload

Step 4 screenshot

5. Select SharePoint Indexing

Step 5 screenshot

6. Click on this icon to open sharepoint folder in new tab

Step 6 screenshot

7. Click on Upload in the Sharepoint Folder

Step 7 screenshot

8. Select the type of data and upload the files

Step 8 screenshot

9. you will recieve notifications for the uploaded files here

Step 9 screenshot

10. The notifications can be seen here

Step 10 screenshot

11. The uploaded files are visible now

Step 11 screenshot