🛠️ How-to guide

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WHAT IT DOES

SharePoint connects Zammo to your organization's SharePoint and syncs the document libraries you choose into a knowledge base, kept current on a schedule — so your agents answer from the documents your team already maintains.

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Before you start

SharePoint needs a one-time connection set up with your Microsoft environment:

• Access in Zammo: Editor, Content Manager, Publisher, or Admin (see Roles & Permissions).
• A Microsoft Entra (Azure AD) app registration — your tenant ID or yourcompany.onmicrosoft.com domain and a display name, with the Zammo redirect URI added.
• A tenant administrator to sign in and grant admin consent for read access. If you're not an admin, you can copy a consent link and send it to one.
• Network access to Microsoft sign-in and Microsoft Graph.

Step by step

The wizard walks through five steps: Connect → Sign in → Libraries → Finish → Done.

1. Open Sources → Add source → SharePoint.
2. Connect: choose an existing connection, or create one — enter your tenant domain or ID (it resolves automatically), give it a display name, and select Create.
3. Sign in: an administrator selects Admin sign-in & consent and completes Microsoft sign-in, granting Zammo read access. (Not an admin? Copy consent link and send it to one.)
4. Libraries: search your SharePoint sites, expand a site, and tick the document libraries to sync. Selected libraries appear as chips.
5. Finish: review your choices, set a Source name, an optional Description, and a Refresh frequency (default Daily), then select Create and ingest.
6. Done: the libraries sync into your knowledge base and refresh on schedule.

SharePoint setup, step 1 of five: connect your Microsoft tenant before signing in and choosing document libraries.

Every setting

Security & data handling