Office 365 Sharepoint

If your team uses Microsoft Office 365, you can provide Protege AI access for automated review when a ticket is submitted with reference to a Sharepoint Document.

Complete the setup with these steps:

1. Access Settings: Log in to your Protege AI account and navigate to the "Settings" section.

2. Link Sharepoint: Within the Settings section, locate the option to "File Access". Click on the Sharepoint option to begin the process.

1. Authorize Access: You will be redirected to the Microsoft sign-in page. Enter your account credentials.

1. Grant Permissions: After signing in, Sharepoint will request permission for Protege AI to access your files. Review the permissions requested and grant access as necessary. The permissions authorize Protege AI to access your Sharepoint documents that are linked in tickets.

2. Confirmation: Once authorized, you will receive confirmation that your Sharepoint has been successfully linked to your Protege AI account.

3. Access Linked Files: After linking Sharepoint, you can access your files directly within Protege AI for efficient content review and analysis.

Notes:

• For security purposes, ensure you only link file storage tools that you regularly use for marketing review.

• If you encounter any issues during the linking process or have questions about accessing your files, please contact our support team at [email protected] for assistance. We're here to help ensure a smooth integration with your preferred file storage tools.