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StackAI OneDrive Connection and Knowledge Base Management

This guide walks you through creating and managing a OneDrive connection and knowledge base with StackAI. See the StackAI Setup Guides to create an agent to use.

Navigate to step:
- Login Process
- Creating Connection and Knowledge Base
- Managing Knowledge Base

1. Login Process

  1. Navigate to your Okta Account.
  2. Click on the StackAI SSO Login widget.

  3. Enter your Aurora University (AU) email address to log in.

2. Creating Your Connection and Knowledge Base

  1. On the left navbar, select Connections.

  2. Select + New Connection.
  3. Choose OneDrive (OAuth2). You may need to search for it.
    1. A new browser tab will open for OneDrive authentication.
  4. Authentication Steps:
    1. Check Consent on behalf of your organization.
    2. Accept the permissions.
  5. Now, on the left navbar, select Knowledge Bases.

  6. Select + New Knowledge Base and open the My Data # that was just created.
  7. Rename the knowledge base by selecting the title.

    rename.png
  8. Select Import from a Connection and choose your OneDrive (OAuth2).
  9. Review your OneDrive and choose files to use.
  10. Once complete, select Import Selected Files.

3. Manage Knowledge Base

If you ever need to make any changes to what files are shared to your knowledge base, follow these steps.

  1. Navigate to 'Knowledge Bases'
  2. Select the specific knowledge base you want to update.
  3. In the top right, select 'Change Files'
    changefiles.png
  4. You will see folders that say 'Contains selected items' or checked items that are already being shared from the knowledge base.



     
  5. Update Your Selection Add or remove files and folders by checking or unchecking them.
  6. Click 'Replace with selected files' when you're done selecting. The system will sync your changes. This may take a moment.
  7. Once syncing is complete, your updated knowledge base is ready to use.