Being asked in a conversation
The first time an agent reads such a base in a conversation, it asks — before running any search:Connect your Sharepoint Next account so the agent can search the knowledge base with your own permissions.Connect, and the search runs with your full scope. Dismiss the card, and the search runs anyway, over the documents that are not restricted. Nothing is ever blocked; the card is an invitation, not a wall.
The request is raised before the search, never after — so it never depends on what you
asked. A card appearing after a question would, by appearing, reveal that matching
documents exist that you may not read.
Managing accounts from the input menu
You do not have to wait to be asked. The menu next to the message box lists the connectors the agent’s knowledge bases rely on, each showing the service by name, with Connect or Disconnect beside it. This is also where you revoke an access you granted earlier — during a conversation that has since ended, for instance.One account per use
This is the part worth understanding, because it is visible and it surprises people. A credential belongs to a use, not to a person:
So connecting SharePoint for a knowledge base does not connect it for an agent, even
if it is the same person and the same SharePoint account. You will be asked twice, once
per use.
Disconnecting from the chat therefore drops the reading credential and nothing else. The
base keeps synchronizing. The reverse holds too: disconnecting a connection from the
Connectors page leaves your chat access alone.
What the agent knows
An agent never learns that documents it cannot show you exist. A search where everything was filtered out returns exactly what a search that matched nothing returns, so there is nothing for it to hint at — not in its answer, not in its sources.Troubleshooting
The agent finds nothing, or much less than expected
Check whether you connected your account when it asked. Without it, only unrestricted documents are searched. Open the input menu to connect, or start a new conversation to be offered the card again.I connected, and I am asked again in the next conversation
Expected: the question is settled per conversation. The account itself is remembered — the second time, connecting takes a click and no sign-in, unless the provider has expired your session.I disconnected from the chat and my knowledge base stopped syncing
That should not happen, and the two credentials are separate precisely so it does not. Report it, mentioning the connector and whether both were connected with the same account.Next Steps
Set up a connector
Feed a knowledge base from SharePoint or Google Drive
Tool permissions
Control what an agent is allowed to do on your behalf