Virtual agent integration with Microsoft Sharepoint using spoke

sandeshsidn
Tera Contributor

Hello all, we are integrating our ServiceNow virtual agent with Microsoft share point.

We have installed the spoke and connection is done.

Our use case is when user types in any file name example “Leave policy “ in virtual agent chat , the virtual agent should find the relevant document from share point and provide it as a link or download that file in virtual agent.

Has anyone done such requirement?

2 REPLIES 2

pavani_paluri
Giga Guru

Hi @sandeshsidn ,

 

Create a Flow Designer subflow
Input: file_name (the search text from user)

Step 1: Use SharePoint Search API (Send HTTP Request in the spoke)
Example:

GET https://<tenant>.sharepoint.com/_api/search/query?querytext='Leave policy' AND IsDocument:1
Step 2: Parse the results → get file name + URL.

Output: top 3 document links.

Create a Virtual Agent custom topic

Ask user: “What document are you looking for?”

Pass that text to your subflow.

Display returned links in chat (clickable).

Permissions

The SharePoint account in your connection must have read access to the libraries.

 

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for
Kind Regards,
Pavani P

 

Thanks Pavani,

But we are using the Microsoft online spoke here , it has built in spoke actions