Overview
The OneDrive integration links your Microsoft account to RightAsk. Once connected, you can import files into your Assets library from the Integrations page, or pull documents directly into an agent’s knowledge base from the Configuration page.
Before You Start
You must have a Microsoft account with OneDrive access.
You must be signed in to RightAsk.
How to Connect OneDrive
Select Integrations in the left sidebar.
Select the Cloud Storage tab.
Find the OneDrive card under Available Integrations.
Select Connect OneDrive.
You are redirected to Microsoft’s authorization page. Sign in to your Microsoft account if prompted.
Review the permissions Microsoft requests and select Accept to grant RightAsk access.
Microsoft redirects you back to RightAsk. The OneDrive card now shows a Connected badge.
What You Can Do After Connecting
Import files to your Assets library Select Import From OneDrive on the card. The Microsoft file picker opens. Select one or more files and confirm — RightAsk imports them to your Assets library automatically.
Import documents to an agent’s knowledge base Open the agent’s Configuration page, select the Knowledge Base tab, and use the OneDrive button in the import section. For step-by-step instructions, see Importing Documents from a Cloud Provider.
How to Disconnect OneDrive
Select Integrations in the left sidebar and open the Cloud Storage tab.
On the OneDrive card, select Disconnect.
Confirm the disconnection in the dialog that appears.
Disconnecting removes RightAsk’s access to your Microsoft account. Files already imported are not deleted.
Troubleshooting
The authorization page opens but I am returned to RightAsk without being connected. Make sure your browser is not blocking pop-ups or redirects from RightAsk. Try the connection again. If the problem continues, try a different browser.
The file picker does not open after connecting. Refresh the Integrations page and select Import From OneDrive again. If the picker still does not open, disconnect and reconnect your OneDrive account.