OneDrive Knowledge Base

Set up OneDrive as a data source for your knowledge base using OAuth2 credentials.

Prerequisites

• A Microsoft account with access to the OneDrive files/folders you want to include
• An assistant with Knowledge Base configuration access

Setup Steps

1. Navigate to your assistant's Knowledge Base configuration
2. Add a new data source and select "OneDrive"
3. Click "Create Credential" or select an existing Microsoft OAuth credential
4. Authenticate with Microsoft and grant necessary permissions
5. Select the folders/files you want to include in your knowledge base

Credential Details

• Credential Type: OAuth2 Token
• Provider: Microsoft
• Token Refresh: Manual refresh required when tokens expire (see Token Management for details)
• Scope: Can be Personal (USER) or Organization (COMPANY) - see Personal vs Organization Scopes Comparison for guidance

Important Notes

• OneDrive credentials require manual refresh when tokens expire. See Manual Refresh and Expired Credentials for step-by-step refresh instructions
• You'll see visual indicators when a OneDrive credential expires
• The credential is linked to both the knowledge base data source and the agent that uses the knowledge base
• You can reuse the same OneDrive credential across multiple knowledge bases if needed