SharePoint Knowledge Assistant Integration by Alpha Expansion
SharePoint Knowledge Assistant01Chosen sites only02Permissions enforced03Answers with sourcesBook a call

SharePoint Knowledge Assistant Integration

YOUR DOCUMENTS,ANSWERINGQUESTIONS

We build knowledge assistants that answer from the documents your organization keeps in SharePoint, limited to the sites you select, with every answer linked to its source and bound by each reader's own permissions.

Chosen sites onlyPermissions enforcedAnswers with sources

Chosen sites onlyPermissions enforcedAnswers with sources

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01Our Approach

Most of what a company knows is already written down in SharePoint, and most of it is never found by the person who needs it.

02Overview

Answers drawn from your own SharePoint libraries

  • 01Chosen sites only
  • 02Permissions enforced
  • 03Answers with sources

SharePoint knowledge assistant integration connects an AI assistant to selected SharePoint sites and libraries. Documents are read through Microsoft Graph, split into passages and indexed with their permissions. When someone asks a question, the assistant finds the passages that person may see, answers from them and links each claim to its document. It appears where staff work, in Teams, on the intranet or in a web page.

It suits organizations with years of policies, procedures and project files in SharePoint that search alone does not surface. Microsoft's own Copilot reads SharePoint too and should be considered first. A custom assistant is justified when you want it confined to chosen sites, tuned to a specific job or joined to systems outside Microsoft 365. We use the Graph permission that grants access to named sites only.

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03What We Do

Capabilities, End to End

01
Selected sites only

The assistant's app registration uses the Sites.Selected permission, so it can read nothing by default and an administrator grants each site by name.

02
Permission-aware answers

Each passage keeps the access list of its document, and retrieval is filtered by the signed-in user's identity before anything reaches the model.

03
Kept up to date

New, changed and deleted documents are picked up through change notifications, so the index follows the library and a withdrawn file stops being quoted.

04
Sources on every answer

Answers cite the document, section and version they came from, with a link that opens the file in SharePoint for the reader to check.

05
Content quality report

Before launch we report duplicates, superseded versions, scanned files and contradictions found in the chosen libraries, with owners to resolve them.

06
Honest refusals

When the selected sites do not contain an answer, the assistant says so and suggests who owns the topic, instead of producing something plausible.

04In Production

What It Looks Like When It Ships

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Chosen sites only
Permissions enforced
Answers with sources
Cited answerSite grantsContent reportGap list
05What You Receive

Handed Over, Ready to Run

SCROLL
01
App registration with site grants
02
Indexing pipeline with source code
03
Assistant service and interface
04
Content quality report
05
Test set of real questions
06
Admin guide for site owners
07
Usage and gap dashboard
08
Runbook and support plan
06How It Runs

From Kickoff to Launch

01
Select the sites
02
Review the content
03
Index and evaluate
04
Launch and maintain
01
Select the sites

We choose the sites and libraries with the people who own them, starting with content experts already trust, and collect real questions with their correct answers.

02
Review the content

The chosen libraries are scanned for old versions, duplicates and unreadable files, permissions are checked for oversharing, and the owners fix what would mislead an assistant.

03
Index and evaluate

Documents are indexed with their permissions, the assistant is built, and its answers are scored against the test questions by people who know the subject well.

04
Launch and maintain

A pilot group uses it first, unanswered questions are reviewed to find missing content, and further sites are added only after their owners have prepared them.

07Technology

The Stack We Use

Microsoft sideMicrosoft GraphSites.Selected permissionChange notificationsMicrosoft Entra IDModelsAzure OpenAI ServiceClaude APIEmbedding modelsPrompt managementMicrosoft sideMicrosoft GraphSites.Selected permissionChange notificationsMicrosoft Entra IDModelsAzure OpenAI ServiceClaude APIEmbedding modelsPrompt management
KnowledgeDocument parsingVector searchAccess filteringMetadata mappingOperationsEvaluation suiteGap reportingAudit loggingCost alertsKnowledgeDocument parsingVector searchAccess filteringMetadata mappingOperationsEvaluation suiteGap reportingAudit loggingCost alerts
08Who It Is For

Built for Teams Like Yours

FLAGSHIP
Nobody can find what is already in SharePoint

Policies, procedures and project documents fill dozens of sites. Search returns old drafts beside current versions. Staff ask a colleague instead, or work from a copy saved long ago. The knowledge is there, yet reaching it costs more effort than people will spend.

Organizations on Microsoft 365
Policy and compliance teams
Engineering and project offices
HR and shared services
Firms with strict confidentiality
Groups with many SharePoint sites
09Questions

What buyers ask before they start

If yours is not here, ask us directly. The first conversation is free and useful whether or not we work together.

Book a call

For general questions across Microsoft 365, Copilot may be the right tool, and we suggest evaluating it. A custom assistant is worth building when you want answers restricted to specific sites, when the job needs its own instructions and refusals, when content outside Microsoft 365 must be included, or when licensing every user is not practical. The two can also run side by side.

Microsoft Graph offers a permission called Sites.Selected. An app holding it can read no site until an administrator grants access to each one explicitly, as Microsoft's documentation describes. We register the assistant with that permission and give your administrators the steps to grant and withdraw sites. Nothing outside the granted sites can be indexed, whatever a user asks.

No. Every indexed passage carries the permissions of its source document, and the search behind each answer is filtered by the identity of the person asking. If someone lacks access to a file, its content is never retrieved for them. Before launch we ask people with limited access to try to obtain restricted material, and we fix anything they reach.

Better than most libraries are at the start. An assistant quotes whatever it finds, so superseded versions, contradictory policies and scanned pages lead to poor answers. We report these problems for the chosen sites before building, and the owners decide what to archive or correct. Starting with a few well-kept libraries gives better results than indexing everything.

No. Microsoft announced the retirement of SharePoint Add-ins and the access service behind them, so new work should not depend on either. We use app registrations in Microsoft Entra with Microsoft Graph, which is the route Microsoft's current documentation supports. Where an older customization still feeds your libraries, we note it as a risk to plan around.

10Related services

Often built together

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Alpha Expansion is a premium digital product and engineering studio specializing in React development, Next.js development, full-stack development, mobile app development, UI/UX design, and 3D interactive experiences.

We serve industries including SaaS, FinTech, Healthcare, E-commerce, Logistics, and Real Estate.