Adding External Document Sources
Adding external document sources integrates cloud-based repositories like Microsoft OneDrive and Microsoft SharePoint into SeriveMax AI. This integration enables direct management and retrieval of documents from these platforms, extending beyond the default support for Salesforce files. The Knowledge Access agent uploads, organizes, and links documents from external storage to specific products. Once processed, documents are accessible even if the original source disconnects.
Primary users of this feature include:
• Field Service Technicians: To retrieve contextual knowledge during service jobs.
• System Administrators: To configure and manage document sources and associations.
• Service Managers: To oversee document availability and ensure compliance with organizational standards.
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• Use a shared or integration-specific Microsoft account to connect OneDrive or SharePoint.
• Avoid using personal admin accounts to prevent access issues.
• The document selection interface enables multi-select, but has limited performance with high-volume uploads.
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