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Documentation Index

Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt

Use this file to discover all available pages before exploring further.

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OneDrive

UI rolling out shortly. The Microsoft Graph integration is fully built — OAuth, file browsing, text extraction, and ingestion all work end-to-end on the backend. The Add Source picker in the dashboard doesn’t list OneDrive as an option yet, so the Connect → Browse → Import flow described below isn’t reachable from the UI today. If you need OneDrive ingestion now, contact support and we’ll enable it for your account manually. The page below documents the flow as it will work the moment the picker card ships.
Connect your Microsoft OneDrive — personal or work/school account — and import any supported file with a single click. InsiteChat handles authentication via Microsoft Graph, file browsing, text extraction, and embedding generation. No copy-pasting, no manual uploads.

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Connect and Train in Three Steps

1

Connect OneDrive

Open your chatbot → Sources tab → Add source → choose OneDrive. Click Connect Microsoft account. You’ll be redirected to Microsoft to sign in and grant InsiteChat read-only access to your files.
2

Browse and select files

Navigate your OneDrive folders. Click any supported file to add it to your selection — pick one file or many. Folder browsing supports deep nesting, so files in any sub-folder are reachable.
3

Import and train

Click Import. InsiteChat downloads the files via Microsoft Graph, extracts text, splits it into searchable chunks, and embeds them into your knowledge base. Your chatbot starts answering from the new content as soon as the import completes.
We request the minimum scopes needed: Files.Read.All, User.Read, and offline_access (to silently refresh tokens). InsiteChat never modifies, deletes, or shares your OneDrive files.

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Supported File Types

  • Word — .doc, .docx
  • Excel — .xls, .xlsx, .csv
  • PowerPoint — .ppt, .pptx
  • PDF — .pdf
  • Plain text — .txt, .rtf
  • Markdown — .md
  • HTML — .html, .htm
Files in unsupported formats are skipped during import — you’ll see them in the file browser but they can’t be selected.

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Key Features

Personal & work accounts

Works with consumer OneDrive and OneDrive for Business (Microsoft 365). Same flow, same scopes.

Microsoft Graph OAuth

Standard OAuth 2.0 via Microsoft Identity. Tokens auto-refresh in the background — no re-login surprises.

Browse nested folders

Click into any folder, any depth. The browser remembers where you were as you select files.

Re-sync anytime

When a document changes, re-import the source from the Sources tab to pull the latest version into your chatbot.

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Token Refresh

Microsoft access tokens expire after roughly an hour. InsiteChat stores the refresh token (granted via the offline_access scope) and silently swaps in a fresh access token whenever needed — you don’t have to reconnect periodically. If your refresh token is revoked (e.g. you revoked the app’s permission in the Microsoft account portal, or your tenant admin pulled it), InsiteChat surfaces a Reconnect prompt on the source card and stops auto-syncing until you re-authorize.

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Keep Your Chatbot Current

Your chatbot’s answers reflect the file contents at the time of the last import. When you edit documents in OneDrive, re-sync the source from your InsiteChat dashboard to refresh the knowledge base. Per-source auto-sync keeps this fully hands-off if you’d rather not click anything.

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Disconnecting

Click Disconnect on the OneDrive card in your Sources tab. InsiteChat removes its stored Microsoft credentials immediately and stops accessing your OneDrive. Imported sources stay in your chatbot’s knowledge base — disconnecting doesn’t delete the documents you’ve already trained on. To revoke access from Microsoft’s side as well, visit your Microsoft account apps page.