Enable auto-sync for SharePoint documents

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Note:

This is our Enterprise feature. If you are interested in enabling it, please contact our sales team.

1. Click the three dots next to your agent’s name, then select Build.

2. In SharePoint documents section, find your connected documents, click the three-dot menu next to it, and select Auto Sync.

3. Toggle Auto Sync Enabled to the right to activate auto-sync.

4. Click Great to confirm

5. (Optional) Toggle Keep PDFs for viewing to save a copy of each PDF added to your agent. Users can then open PDFs directly in the citation viewer or download them when cited in agent responses.

6. Click I understand to confirm

7. Click Update settings. Once Auto-Sync is enabled, any changes, additions, or deletions in your SharePoint documents will be reflected within a few minutes.

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To enable Auto-Sync for SharePoint sites, refer to the guide on How to Enable Auto-Sync for SharePoint Sites.

To learn more about the Keep PDFs for viewing feature, see Save PDFs from SharePoint or OneDrive for Viewing.