Template Overview
This template offers a structured approach to working with enterprise knowledge management systems:- Secure authentication with SharePoint and Confluence
- Selective content extraction and processing
- Knowledge base creation with proper access controls
- Enterprise-ready conversational interface
Secure Integration
Enterprise-grade authentication and data handling
Content Filtering
Extract only relevant information based on spaces, sites, or document libraries
Permission Awareness
Respect existing access controls from source systems
Structured Knowledge
Maintain organizational hierarchy from the source systems
Use Cases
Make company documentation interactive and accessible:
- Employee handbooks
- Policy documents
- Procedure guides
- Training materials
Key Features
- Authentication Options: Support for OAuth, API keys, and service accounts
- Flexible Content Selection: Choose specific sites, spaces, pages, or document libraries
- Metadata Preservation: Maintain tags, categories, and other metadata
- Delta Updates: Efficiently update only changed content
- File Attachments Handling: Process attached documents (PDF, Office documents)
Getting Started
For self-hosted Prisme.ai installations, follow these steps:1
Download the Template
Access the Prisme.ai Templates Repository and download the ZIP file
2
Import the Template
In your Prisme.ai instance, navigate to AI Builder > Import Workspace and upload the ZIP file
3
Configure Access Credentials
Set up authentication for your SharePoint or Confluence instance
4
Select Content Sources
Choose which sites, spaces, or document libraries to include
5
Run the Extraction Process
Execute the automation to extract content and build the knowledge base
6
Review and Publish
Test the agent’s responses and make it available through AI Store
SaaS Prisme.ai users can access this template directly from the Template Gallery.
Configuration Examples
SharePoint Configuration
Confluence Configuration
Security Considerations
- Authentication: Store credentials securely using Prisme.ai’s secret management
- Content Access: Ensure the integration account has appropriate permissions
- Data Privacy: Apply content filtering to exclude sensitive information
- User Permissions: Configure the agent to respect user access levels
Next Steps
After implementing this template, you can:- Combine with the Custom Chat Interface template to embed the agent in your intranet
- Set up regular content synchronization to keep the knowledge base current
- Extend functionality with custom tools using the Autonomous Agent with Tools template