Integrating your organization's Microsoft Sharepoint sites with le Chat enables our AI to access and utilize the documents and files stored within, facilitating features like content discovery, information summarization, and answering queries based on your Sharepoint data.
🔑 Connecting Microsoft Sharepoint is currently available for organizations on the Team and Enterprise plans under a BETA rollout (i.e. you may not have access to this feature yet). A user who is an Administrator of your Microsoft 365 organization (with permissions to grant tenant-wide consent) is required to authorize and establish the Sharepoint connection for your team.
The setup is a two-part process: first, granting authorization for our platform to access your Sharepoint environment, and second, triggering the indexing of the selected Sharepoint content.
Part 1: Authorize access to your Microsoft Sharepoint
1. Navigate to the Connections page
Within le Chat interface, if not already open, click on the toggle panel button (1) then click on Connections (2).
Click on Connections
2. Click on the Sharepoint Connection card
On the My Connections tab, locate the Miscrosoft Sharepoint card which shows your current connection status. Click anywhere on the card.
Click the connected Microsoft Sharepoint card on the My Connections page
3. Click on the Connect button
A popup window specific to your Microsoft Sharepoint connection will appear. Locate and click the Connect button within this modal.
Click the Connect button in the Microsoft Sharepoint connection modal
🔑 Your privacy is important. Clicking the Privacy button provides details on how your data is managed when using Connections. We prioritize secure handling and transparency.
4. Complete Microsoft's connection process
You will be redirected to Microsoft's authentication flow. Sign in with your Microsoft 365 administrator credentials and grant the requested permissions for Mistral AI to access your Sharepoint data. This step typically involves tenant-wide consent.
Upon successful authorization via Microsoft, you will be returned to the Connections page on our platform. While the Sharepoint card might indicate a connection, indexing its content by an Admnisitrator is a necessary subsequent step to make the data usable by le Chat.
Part 2: Index your Sharepoint content
After authorization, as an administrator, you must initiate the indexing procedure. Indexing allows our platform to securely retrieve and structure your chosen Sharepoint content for optimal use by le Chat.
🚨 The duration of the Sharepoint indexing process can fluctuate considerably, based on the volume and size of the sites and files selected. This may take anywhere from a few minutes to several hours.
1. Access Admin Controls and Locate Sharepoint
Proceed to the Connections page and select the Admin Controls tab.
Click the Admin Controls tab on the Connections page
In the list of available services, find Sharepoint. You should see an option to Setup indexing. Click the Setup button for Sharepoint.
Click on the Setup button to open the indexing modal
2. Review indexing information and proceed
A modal will display, offering details regarding the indexing process, privacy considerations, and access management. It outlines how indexing enhances search capabilities and respects existing permissions.
Click on Setup within this modal to initiate the indexing configuration.
Click on Setup to initiate the indexing process
3. Follow the sharepoint indexing setup
You'll be guided through an external setup flow (often via Merge.dev or a similar service) to define the specifics of your Sharepoint indexing, such as selecting particular sites or document libraries.
Complete all the steps in this guided workflow until you receive confirmation of a successful account link.
📌 During this setup, you will typically be asked to select specific drives, folders, or files you wish to make available for indexing. For more details on managing this selection, please refer to the article on Selective Sync for Knowledge Connections.
4. Monitor Indexing Progress
Upon completing the setup flow, you'll be returned to the Admin Controls tab. The Indexing status for Sharepoint will now display as Indexing in progress.
Sharepoint Connection status as Indexing in progress
Please allow time for this process to finish. The duration, as mentioned, depends on the amount of content being indexed.
5. Indexing Complete
Once our system has successfully indexed your selected Sharepoint content, the status will change to Indexing complete.
Sharepoint Connection status as Indexing complete
Your Microsoft Sharepoint integration is now fully active and indexed! Your team members can begin to utilize its knowledge within le Chat, according to the permissions and selective sync configurations you've established.