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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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SharePoint

UI rolling out shortly. The Microsoft Graph integration is fully built — OAuth, site/drive/file browsing, text extraction, and ingestion all work end-to-end on the backend. The Add Source picker in the dashboard doesn’t list SharePoint as an option yet, so the Connect → Browse → Import flow described below isn’t reachable from the UI today. If you need SharePoint 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 365 organization’s SharePoint and import documents from any site you have access to. InsiteChat walks you through site → drive → file selection so you only see what you’re allowed to read, then handles extraction, chunking, and embedding automatically.

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Connect and Train in Four Steps

1

Connect Microsoft account

Open your chatbot → Sources tab → Add source → choose SharePoint. Click Connect Microsoft account. Sign in with your work/school Microsoft 365 account and grant InsiteChat read-only access.
2

Pick a SharePoint site

InsiteChat lists every SharePoint site you can access (your tenant’s root site, team sites, communication sites). Pick the one that holds the documents you want to train on.
3

Pick a document library (drive)

Each SharePoint site has one or more drives — typically the default Documents library plus any custom libraries the site owners added. Choose the one containing the files you want.
4

Browse, select, import

Browse folders inside the drive, click files to select them, then click Import. InsiteChat downloads the selected files via Microsoft Graph, extracts text, and trains your chatbot.
SharePoint access requires the Sites.Read.All scope on top of the standard Files.Read.All and User.Read offline_access we request for OneDrive. You only see sites your Microsoft account already has permission to read — InsiteChat doesn’t elevate your privileges.

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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 visible in the browser but can’t be selected for import.

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Key Features

Site → drive → file navigation

Mirrors how SharePoint actually organizes documents — you don’t have to know paths or URLs ahead of time.

Read-only Microsoft Graph

Standard OAuth 2.0 via Microsoft Identity, scoped to read-only access on sites and files you already own.

Tenant-wide reach

Works across your organization’s tenant — pull docs from sales, support, HR, or any team site you have access to.

Re-sync anytime

Re-import sources from the Sources tab whenever documents change. Or set a per-source auto-sync cadence and let InsiteChat handle it.

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Permissions Model

InsiteChat respects SharePoint’s permissions exactly:
  • You only see sites your Microsoft account can already access
  • You only see drives within those sites that you have at least read permission on
  • You only see files within those drives that you can already open in SharePoint
  • A document hidden by a SharePoint permission level (e.g. Visitors group can’t see it) won’t appear in InsiteChat’s browser either
If a teammate shares a new site with your account after you connected, click Refresh sites on the source card to pick it up.

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Token Refresh

Microsoft tokens expire roughly hourly. InsiteChat stores the refresh token granted via the offline_access scope and silently rotates the access token in the background — no re-login required. If a tenant admin revokes the app’s permissions, InsiteChat surfaces a Reconnect prompt and pauses auto-sync until you re-authorize.

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Keep Your Chatbot Current

Your chatbot’s answers reflect what was in each file at the time of the last import. When SharePoint documents change, re-sync the source manually or set a per-source auto-sync cadence to keep the knowledge base current automatically.

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Disconnecting

Click Disconnect on the SharePoint card in your Sources tab. InsiteChat removes its stored Microsoft credentials immediately and stops accessing your SharePoint. Already-imported sources stay in your chatbot’s knowledge base — disconnecting doesn’t remove the documents you’ve already trained on. To revoke access from Microsoft’s side as well, visit your Microsoft 365 My Apps page or ask your tenant admin to remove the InsiteChat app.