​
Guide to Integrating SharePoint with ChatNode

Integrating SharePoint with ChatNode allows you to easily upload and train chatbot data using files stored in your SharePoint sites. Follow this step-by-step guide to set up and manage the integration.

​
Steps to Integrate SharePoint with ChatNode:

  1. Access the Integration:

    • Navigate to the Data section in your ChatNode dashboard.

    • Under Integrations, select SharePoint.

  1. Connect Your SharePoint Account:

    • Click the Connect button on the SharePoint panel.

    • A pop-up window will appear, prompting you to enter the following details:

      • SharePoint Tenant Name: The name of your SharePoint tenant (e.g., yourcompany.sharepoint.com).

      • SharePoint Site Name: The specific site name where your files are located.

    • After entering the details, click Connect.

  1. Confirm Connection:

    • Once the connection is successful, a confirmation pop-up will notify you that your SharePoint account is connected to ChatNode.

  2. Select Files for Training:

    • Click Select Files to browse through the files in your SharePoint site.

    • Tick the checkboxes next to the articles or files you want to upload and train.

    • After selecting the files, click Select.

  1. Automatic Upload and Training:

    • The selected files will be uploaded to ChatNode and automatically trained for chatbot use.

    • You can monitor the training status in the SharePoint panel.

​
Managing Your Integrated Files:

  1. Download Files:

    • Each uploaded file includes an option to download its content in .txt format, making it easy to review or archive the data.

  2. Retrain with Updated Information:

    • If you’ve updated a file in SharePoint, tick the checkbox next to the file in ChatNode and click Retrain. This ensures your chatbot reflects the latest data.

  3. Add or Remove Files:

    • To Include New Files: Repeat the Select Files process to add more data to your chatbot.

    • To Remove Files: Tick the checkbox next to the file you want to delete, and click Delete. This will remove the file from ChatNode’s training dataset.

​
Benefits of SharePoint Integration:

  • Efficient File Access: Directly browse and upload files from your SharePoint site to ChatNode.

  • Real-Time Updates: Keep your chatbot data current by quickly retraining with updated files.

  • Backup Flexibility: Download files in .txt format for offline use or secure storage.

OneDriveZendesk