SharePoint

Sync documents and pages from Microsoft SharePoint so your agent can answer questions grounded in your organization's content.

How it works#

Runbear connects to SharePoint via OAuth and indexes the documents and pages you select. The agent searches this content at query time to provide accurate answers. Runbear periodically checks for changes and updates the index automatically.

Setup#

1. Open your agent in the Runbear dashboard and go to the Knowledge tab.
2. Select SharePoint.
3. Click Connect SharePoint — a Microsoft authorization page opens.
4. Sign in and grant Runbear access to your SharePoint site.
5. Use the picker to select which sites, libraries, or pages to sync.
6. Click Save. Runbear begins the initial sync.

What gets synced#

• Documents and pages you select in the picker
• Content updates, new documents, and deletions are detected and re-synced automatically

File indexing covers the supported file formats. A file in any other format is not dropped silently: the picker marks it Unsupported, and the source lists it in a skipped-files notice. Convert the file to a supported format and it syncs on the next run.

Connected through another member's account#

A SharePoint knowledge base is connected through the SharePoint account of the member who set it up. If that person leaves or their access changes, another member who can edit the agent can take it over: open the knowledge source and connect your own SharePoint account. As the notice in the source says, connecting yours "moves it to your account and keeps everything that is already synced", so you don't need to delete the knowledge base and rebuild it.