Creating a Zoom Virtual Agent knowledge base with SharePoint

Requirements for creating a Zoom Virtual Agent knowledge base with SharePoint

• Account owner or admin privileges; or relevant role/privilege
• Basic, Pro, Business, Education, or Enterprise account
• Zoom Virtual Agent license
• Established connection in the Integrations page

How to create a Zoom Virtual Agent knowledge base with SharePoint

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Knowledge Base.
3. Click Add Knowledge Base.
4. Select Integrations.
5. Search for and select from the available SharePoint connectors.
   Note: If the SharePoint connector has not been added via the Zoom Marketplace app, you can initiate the setup and authentication process during this step. If the connector is already added, proceed directly to step 10.
6. To start the authentication, click Start authorization.
   A new tab will open.
7. Log in to your Microsoft account.
8. Click Confirm to grant the required permissions.
   After successful authorization, a confirmation message will appear in the Zoom Marketplace app.
9. Close the tab and return to the knowledge base setup page.
10. Under Integration details, provide the following information:
    • Knowledge base name: Enter a display name for your knowledge base.
    • SharePoint site: Click the drop-down menu and select from the list of available SharePoint sites.
    • SharePoint documents: Click Select documents to select the documents you want to include in the knowledge base.
    • SharePoint site pages: You can either select All site pages or Selected site pages. If you choose Selected site pages, click Select pages to specify the pages you want to include.
    • Language: From the drop-down, select the language that corresponds to the content in your SharePoint knowledge base.
11. Click Next.
12. Under Customization, select or deselect the article elements to include in your sync as content:
    • Include images in articles: Include images in the extracted content displayed as answers.
    • Include videos in articles: include videos in the extracted content displayed as answers.
    • Extract tables: Extract and display tables from the original content.
      • Keep table structure: Maintain the original table structure when extracting tables.
      • Convert to plain text: Convert tables into plain text.
    • Highlight answers in the original article URL: Highlight answer section on the original article. This setting is not applicable if answer generation is enabled in bot settings or AI Expert Assist.
    • Use complete article as answers: Select the checkbox to only display full articles as answers. This setting is not applicable if answer generation is enabled in bot settings or AI Expert Assist.
    • Initial Sync: The toggle is enabled by default to trigger an initial sync when the knowledge base is created. Clicking the toggle will disable the sync.
13. Click Create.
    You will be directed to the Articles tab where you can see the list of articles and adjust the knowledge base settings in the Settings tab.