Enable Auto-Sync for SharePoint Sites

Follow this guide to easily enable the SharePoint Sites Auto-Sync feature, ensuring your data is always automatically updated and synchronized.

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Note: SharePoint Sites Auto-Sync is available only on the Enterprise plan.

Step 1: Access Data Settings

a) Select your Agent linked to SharePoint and click on the "Data to access the data management settings.


Step 2: Configure SharePoint Settings

a) Scroll down to the "SharePoint" section within the Data settings.

b) Click on the "Settings icon" to access integration options.


Step 3: Enable Auto-Sync

a) Toggle the "Auto Sync Enabled" switch to the right to activate the Auto-Sync feature.

b) Select "Add New Pages to Agent" to automatically include new pages and "Remove Deleted Pages from Agent" to exclude removed pages.


Step 4: Instant Sync Feature

a) Click on "Sync Now" to instantly synchronize your AI Agent with the latest updates.


Step 5: Setup Sync Schedule

a) Select either a "Basic" or "Advanced" option to set up your sync schedule:

  1. Basic Setup: Choose from Daily, Weekly, or Monthly intervals.
  1. Advanced Setup: Specify your desired "Sync Days" and "Sync Times."

Step 6: Save Changes

After configuring the auto-sync settings, click the "Save Changes" button at the bottom to apply the Auto-Sync settings.

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

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Congratulations! Your Agent is now set to automatically sync with SharePoint sites. Any changes made your SharePoint sites will sync with your AI agent at defined intervals.