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SharePoint

This guide explains how to add a SharePoint document source to GESCON. When finished, SharePoint documents will be available to the organization's agents.

Opening the Data section​

  1. Sign in to GESCON with an administrator account.
  2. Open the menu in the top-left corner, select Settings > Data, and open Documents. This page shows connected sources and the option to add a new one.

Adding a document source​

  1. Select Add source in the top-right corner and choose Documents from the menu.
  2. The document source form opens. Under Configuration:
    • Under Service, select SharePoint from the available services.
    • Enter a descriptive Name, such as "Company SharePoint."
    • Optionally add a Description explaining which documents will be synchronized.
  3. Select Next.
Identifying sources

Use a name and description that make the source easy to identify when several data connections exist.

Authorizing the SharePoint connection​

  1. On the Connection tab, select Authorize connection. The Microsoft sign-in page opens.
  2. Sign in with the SharePoint account containing the documents to synchronize.
  3. Accept the requested permissions. After authentication, the wizard shows the Connected state.
  4. Select Next.

SharePoint connection

Selecting the site and folders​

  1. On the Files tab, choose the SharePoint site containing the folders to synchronize. The main folder list appears.
  2. Select one or more folders to include.
  3. Review the selection and confirm that every required folder is selected.
Important

Only selected folders are synchronized. Later SharePoint changes appear in GESCON after each scheduled synchronization.

Creating the document source​

  1. After selecting folders, select Save. GESCON saves the source and starts the initial synchronization.
  2. A confirmation message indicates that the document source was created. The new source appears under Connected document sources with the Connected or Pending configuration state, depending on data volume.

Monitoring synchronization​

After creating the connection, the Connected document sources table shows its state and last synchronization date. From there, you can:

  • Edit or delete the source with the pencil or trash icon.
  • Review the number of documents and folders currently synchronized.

Troubleshooting​

  • The SharePoint site does not appear: confirm that the Microsoft user can access it. Refresh the list or authorize the connection again.
  • Authentication error: verify the Microsoft credentials and confirm that the linked account has tenant Administrator permissions. Only Microsoft tenant administrators can configure this connection.
  • Incomplete synchronization: verify that selected folders do not have restricted permissions. Only documents accessible to GESCON are synchronized.

Next steps​

After synchronizing SharePoint, you can:

  • Configure agents to use the new source in conversations.
  • Add other data sources, such as Google Drive, databases, APIs, MCP servers, or integrations, to expand the knowledge base.
  • Manage users and permissions to control who can edit or delete document sources.