Talkative Sharepoint Integration

Import Your SharePoint Documents into AI Knowledge Bases

Easily connect Talkative to your Microsoft 365 SharePoint to browse your sites and import documents directly into your AI Knowledge Base. This guide will help you set up the secure connection.

Supported File Types: .txt, .csv, .json, .pdf, .doc, .docx, .pptx

Overview: What You'll Do

To connect securely, you will create a secure "app identity" in your Microsoft Azure portal and give it permission to read your SharePoint files. This process requires Administrator access to your Microsoft 365 tenant.

You will need to collect three pieces of information from Azure:

1. Tenant ID: Your organization's unique ID in Microsoft Azure.
2. Client ID: The unique ID for the Talkative integration app you create.
3. Client Secret: A password for the app (you'll generate this).

Tip: Have a secure notepad ready to copy and save these three values.

Step-by-Step Configuration Guide

Part 1: Create the Application in Azure AD

1. Log in to Azure: Go to the Microsoft Azure Portal and sign in with your Microsoft 365 administrator account.
2. Find Entra ID: In the top search bar, search for and select "Microsoft Entra ID".
3. Start Registration: From the left menu, select App registrations > + New registration.
4. Name Your App:
   • Name: Enter a clear name like "Talkative AI Integration".
   • Supported account types: Select "Accounts in this organizational directory only (Single tenant)".
   • Redirect URI: Leave this blank.
   • Click Register.

Part 2: Save Your Credentials (Client ID & Tenant ID)

After registering, you’ll land on the app’s overview page. This is your only chance to easily copy these two values!

• Copy and securely save the Application (client) ID.
• Copy and securely save the Directory (tenant) ID.

Part 3: Grant Read-Only Permissions

Now, let's give the app permission to read your files and sites.

1. From your app's menu, go to API permissions.
2. Click Add a permission > Microsoft Graph > Application permissions.
3. Use the search bar to find and select these two permissions:
   • Files.Read.All (Read access to all files)
   • Sites.Read.All (Read access to all sites)
4. Click Add permissions.
5. Crucial Step: Click Grant admin consent for [Your Tenant Name].
6. Confirm Yes on the pop-up. You'll know it worked when you see a green "Granted for [Your Tenant Name]" status for both permissions.

Part 4: Create the Application Password (Client Secret)

The app needs a password, called a Client Secret, to prove its identity.

1. From the app's menu, go to Certificates & secrets.
2. Click + New client secret.
3. Add a description (e.g., "Talkative AI Production").
4. Set an expiration. For ease of use, "24 months" is a good choice—remember to renew it later!
5. Click Add.
6. IMPORTANT: Immediately copy the Value of the new secret from the table. You cannot see it again later! Save it with your Client ID and Tenant ID.

You're All Set! Connect in Talkative.

Now that the Azure setup is complete, head back to Talkative to finish the connection.

1. In your Talkative dashboard, go to your AI Knowledge Base settings.
2. Navigate to SharePoint config > Create SharePoint (or go to /sharepoint-configs/create).
3. Enter the three values you saved:
   • Tenant ID
   • Client ID
   • Client Secret

4. Once connected, you can browse and import documents from your SharePoint sites by selecting External data source when building your Knowledge Base.

Need Help?

If you run into any issues during this setup, please contact our support team and provide the steps you've completed.