How to Connect with SharePoint Integration

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SharePoint Integration is available only on the Premium and Enterprise plan.

Step 1: Sign in

a) Sign in to https://app.customgpt.ai/.

Step 2: Create a New Project

a) Click on "Create Project" to begin setting up your project..

Step 3: Access SharePoint Integration

a) Select "SharePoint" to link your SharePoint account.

b) Enter the email address and password associated with your SharePoint account.

Step 4: Select Folders or Files

a) Browse through your SharePoint account, choose the folder or file you wish to integrate.

b) Click on "Select".

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This integration is currently available only for documents stored on SharePoint sites, not for the content of SharePoint sites themselves.

Step 5: Customize AI Agent Appearance

a) Enter your project name in the provided field. You can adjust the appearance of your AI Agent by choosing colors, fonts, or layout options.

Step 6: Access Your Project

a) Your new project will now appear in the "My Projects". You can manage, edit, and deploy the AI Agent as needed with SharePoint integration.

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Congratulations! You’ve successfully connected your SharePoint integration. Your project is now ready to use, streamlining your collaboration and boosting productivity! ✔