Gleap AI agents can work in SharePoint through Composio, for companies that keep contracts, runbooks and escalation trackers in SharePoint while customer support runs in Gleap. A custom agent can find the document or list entry that matters for a Gleap ticket and add rows to the lists your account teams maintain.
What a Gleap agent can do in SharePoint
- The document behind the answer: Search SharePoint Site runs a KQL search for the runbook, policy or SLA that applies to a Gleap ticket.
- Intranet pages as context: Get SharePoint Site Page Content reads modern site pages, such as your support policy, so the agent can quote the relevant rule to the teammate.
- Escalations in the tracker: Create SharePoint List Item adds a row to the escalation list your account team keeps, with the customer, issue and ticket reference.
- Is it already escalated: Get SharePoint List Items reads that list, so the agent does not log the same escalation twice.
Example: an outage at a customer with a contract SLA
An enterprise customer reports through the Gleap widget that data exports have failed since the morning. A teammate asks the agent on the Gleap ticket what the contract requires. The agent searches SharePoint for the customer’s service agreement, finds the response time for critical incidents and adds a row to the escalation tracker list. The support lead reads the summary and decides who takes the escalation.
How to connect SharePoint
- In Gleap, open AI & Automation, then Agents, and select the custom agent that should use SharePoint, or click Create agent.
- Under Tools, click Add tool, search for “SharePoint” and select it.
- Click Connect SharePoint and approve access in the Microsoft sign-in window, or enter app credentials if the form asks for them.
- Open the SharePoint tool and switch off every action the agent should not use, such as the delete, recycle, upload and check-out actions.
- Publish the agent and test it in chat before you turn on a trigger.
Custom agents are on the Team, Pro and Enterprise plans. Kai Support can use connected apps as tools on Team, Pro and Enterprise.
FAQ
Does Gleap integrate with SharePoint?
Yes. Gleap AI agents use SharePoint through Composio’s SharePoint toolkit, connected with a Microsoft sign-in. The agent searches and reads SharePoint content while it runs; documents are not copied into Gleap.
What can a Gleap AI agent do in SharePoint?
It can search sites, list sites, drives, folders, files, lists and list items, read pages and item versions, create and update list items, upload, check in or out, download and recycle files. Give it read access plus the one or two lists it should write to, and keep file changes off.
Which Gleap plan includes the SharePoint integration?
Custom agents that use SharePoint belong to the Team, Pro and Enterprise plans, and Kai Support can use connected apps as tools in its customer conversations on Team, Pro and Enterprise. SharePoint permissions of the signed-in account still limit every search. AI usage is billed separately; see pricing.
Can customers see what the agent finds in SharePoint?
Only if the agent has the Reply to customer tool and its instructions allow quoting documents. Contracts and internal policies should reach customers through a teammate, so keep SharePoint on internal agents that report to your team.
