SharePoint Data Source

Bring your SharePoint documents into Agent Factory so your team can instantly find answers from the content you already trust.

Configure a SharePoint Data Source

  1. Pick SharePoint as the data source type.

  2. Provide a Source name and short Description so it’s recognizable later.

  3. Specify the SharePoint folder/file Endpoint URL the agent will crawl/ingest.

  4. Provide client credentials for authentication.
    • Client ID
    • Tenant ID
    • Client Secret

  5. (Optional) To reduce irrelevant content before indexing, set below parameters:

    • Exclude file extensions
    • URL filters

  6. Set Crawl frequency (in days) to control how often the agent revisits this endpoint, and use Crawl depth to control how many layers of content you want the agent to crawl.

  7. (Optional) Provide a Proxy URL if access requires an enterprise proxy.