SharePoint

Overview

SharePoint is the backbone of document management for Microsoft 365 organizations, but its search is notoriously frustrating. Employees know the information exists somewhere — a policy PDF, an intranet page, a list item — but they can't find it without the exact file name or site URL.

The SharePoint integration lets your AI agent search across document libraries, retrieve intranet page content, and query SharePoint lists. Your chatbot becomes the friendly front door to your organization's knowledge, returning answers in seconds with links to the source.

When to Enable This

• Your organization stores policies, handbooks, or SOPs in SharePoint document libraries
• Employees ask IT or HR the same questions that are already answered on the intranet
• You use SharePoint lists to track assets, requests, or inventory and want chat-based lookups

Available Actions

Prerequisites

Before connecting SharePoint, make sure you have:

• A Microsoft 365 subscription with SharePoint Online
• An Azure AD app registration with Microsoft Graph API permissions
• Read access to the SharePoint sites and libraries you want to query

Setup Instructions

Step 1: Register an App in Azure AD

1. Go to the Azure Portal → Azure Active Directory → App registrations
2. Click New registration
3. Name the app “ChatSpark SharePoint”
4. Under API permissions, add Microsoft Graph:
   • Sites.Read.All
   • Files.Read.All
5. Grant admin consent for the permissions
6. Generate a Client Secret

Step 2: Authorize via OAuth

1. In ChatSpark, go to AI Actions
2. Find SharePoint in the Library and click Enable
3. Click Connect Microsoft Account
4. Sign in with an account that has access to the target SharePoint sites
5. Grant the requested permissions

Step 3: Configure in ChatSpark

1. After authorizing, select the chatbot(s) that should have access
2. Optionally restrict to specific SharePoint sites
3. Click Save

Configuration Fields

Testing Your Integration

After setup, open your chatbot widget and try these realistic queries:

1. Ask: “Where can I find the updated travel expense policy?”
2. The AI should search SharePoint and return the relevant document or page

More test phrases:

• “What does the employee handbook say about remote work?”
• “Show me the IT asset list for the New York office”
• “Find the onboarding checklist document”

Troubleshooting

Consent required

If you see a consent error, your Azure AD tenant may require admin approval for the Graph API permissions. Ask your IT administrator to grant consent for the ChatSpark app registration.

Site not accessible

SharePoint access follows the connected account's permissions. If a specific site doesn't appear in results, verify that the authorized account has at least “Read” access to that site.

OAuth token expired

Microsoft OAuth tokens refresh automatically. If the connection breaks, go to AI Actions in ChatSpark and click Reconnect to re-authorize.