Chime V5 AI Chat

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Import SharePoint Site Content

Ben Morris

Use as ChatBot or Chat FAQs

This article outlines how to setup and use the SharePoint site importer feature. This feature allows you to register your azure ad app registration and select SharePoint sites/document libraries to import into Chime V5 FAQs.

Configure Your Azure AD App Registration

Note: If you have not already setup your Azure AD App Registration refer here for the steps: Setup Azure Graph API

  1. Navigate to Chime Settings > SharePoint Importer > Settings in the Admin menu

  2. Fill out the fields for the Azure AD App Registration Settings (Display Name, Tenant ID, Client ID, Client Secret, Client Secret Expiration Date)

  3. Select the 'Save' button

  4. Fill in the Client Secret once again and select the 'Test Credentials' button to confirm that they are valid

Select Your SharePoint Sites

  1. On the SharePoint Importer Settings page select the 'Pick Sites' button under 'Selected SharePoint Sites'

  2. Enter the URL of your sharepoint site in the search bar of the pop up window

  3. Select the 'Add' button for any sites listed that you would like to add

Select Your Document Libraries

  1. On the SharePoint Import Settings page select the 'Pick Libraries' button under 'Selected Document Libraries' Note: Make sure that you have selected a site first

  2. Enter the URL of your sharepoint site in the search bar of the pop up window

  3. Select the 'Add' button for any document libraries that you would like to add

Select & Import Sites As FAQs

  1. Navigate to the Chime Settings > SharePoint Importer > Import FAQs page

  2. The content that is listed will be from the selected sharepoint sites/document libraries. Pick a site page from the list and select the 'Import FAQ' button

  3. After the edit FAQ window displays with the imported content make any edits needed and select the 'Publish' button

Update Imported Content To Latest SharePoint Version

  1. Navigate to the SharePoint imported FAQ you would like to update

  2. Select the 'Edit' button and navigate to the SharePoint tab

  3. At the bottom of the page select the 'Check for Updates' button

  4. If there is a new version of the document available on SharePoint an 'Update' button will display. Select the button to update the FAQ to the latest version

SharePoint FAQ Listings

When the SharePoint Content has been imported into Chime V5, there are unique tags for the FAQs that identify them as well as if their up-to-date status.

SharePoint Content In A Live Chat

After the SharePoint content has been indexed it can be surfaced in a live chat using the FAQlookup, ChatGPT AI Bot, and Agent AI Assist features.

Additional Resources