Connect to SharePoint sites

🚧

Note:

SharePoint integration is available on Premium and Enterprise plans only.

1. Click on "New Agent" to begin setting up your agent.

2. Under the Drives section, select SharePoint.

3. Click SharePoint Sites to begin the integration process.

4. Sign in using your SharePoint account credentials.

5. When prompted, grant the following permissions to the CustomGPT.ai app:

• Files.Read.All (Delegated)
• Sites.Read.All (Delegated)
• offline_access (Delegated)

6. Select the SharePoint sites you want to connect.

7. Review the list of selected sites. You can remove existing ones or add more as needed.

8. Customize your AI agent in the Personalize settings and adjust its appearance, language, and style to match your brand.