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.
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:
- Basic Setup: Choose from Daily, Weekly, or Monthly intervals.
- 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".
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.
Updated 9 days ago