SharePoint Integration RAG Assistant using Quick Start App

Step 1 : Prerequisites

• An iX Hello Account For steps to create an iX Hello account, follow the steps at

• Use this link to Sign up for iX Hello platform.

• To create an APP using Quick Start App refer to this

Step 2: Creation of SharePoint RAG Assistant using Quick Start App

1. Click on the Quick Start Apps which is a fixed button is accessible in Studio Mode and appears on all pages and menu items.

1. To create a new assistant using the Add a New Assistant button and choose Quick RAG-App.

1. Fill out the Configuration screen of General Information Tab

1. The table below explains each of the inputs shown on this screen.

Input	Information
Name	This is the display name of the assistant. For Ex: SharePoint Rag Test
Description	Explains what the assistant is designed to do. For Ex: SharePoint Rag Test
Welcome Message	This is the first message the assistant sends when a conversation starts.
Goodbye Message	This is the closing message when the conversation ends.
Persona and Behavior	Defines the assistant’s tone, personality, and response style. For Ex: I am a concise and focused assistant, providing accurate information based solely on the provided Content files from SharePoint directory. I aim to deliver clear and relevant answers to your queries from Content files from SharePoint directory.

1. Fill out the Configuration screen of Knowledge Base Data Tab

Input	Information
SharePoint Upload Section	Displays files and folders from the selected SharePoint site.
Instructional Text	Connect to SharePoint, browse folders/files, and select content for AI training. Supported File Types: .pdf, .docx, .csv, .xls, .xlsx, .txt, .ppt, .pptx, .gif, .jpg, .jpeg, .png, .webp. Upload Limits: Max per file: 200MB Total: 1GB
Action Buttons	Click Save Button to save all the information updated.

1. The bot created will appear under My Assistant and enable the PII Redaction by clicking on the warning "Click Here" and hit the Save button on the pop-up.

   1. To know more on PII Redaction refer to PII-Management

1. Click on "Activate" button to activate the bot. You can click on "Chat Now" and start the conversation with the bot created.

2. Based on the content in the file, which is uploaded, you can query the bot accordingly:

Congratulations you have successfully completed building a SharePoint RAG App using Quick Start Apps.