SharePoint Integration

Ask Sage Chat Widget for SharePoint

Bring AI-powered question-and-answer capabilities directly into your organization's SharePoint pages.

Ask Sage Chat Widget full view showing a conversation

AI-powered chat embedded directly in SharePoint — connected to your organization's knowledge bases via the Ask Sage platform.

Instance-Specific Base URL: The endpoints and configuration shown reflect the instance at chat.asksage.ai. The api. prefix and path suffix stay the same across deployments — only the instance segment in the middle changes based on which Ask Sage instance you are logging into. Always use the instance approved by your organization and applicable regulatory requirements, and match the base URL in your configuration to the instance you authenticate against.

Overview

The Ask Sage Chat Widget brings AI-powered question-and-answer capabilities directly into your organization's SharePoint pages. Employees can simply click a chat button on any SharePoint page and ask questions in plain English. The widget connects to your organization's Ask Sage account via API and retrieves answers from datasets (knowledge bases) that have been uploaded to the Ask Sage platform. It cites its sources and presents responses in a clean, familiar chat interface.

  Important: The widget does not read or index SharePoint content directly. All knowledge bases are managed within your Ask Sage account. Documents must be uploaded to Ask Sage as datasets before the widget can answer questions about them. SharePoint serves as the user-facing environment where the chat experience is delivered. 

How It Works

A floating chat button appears in the bottom-right corner of any SharePoint page where the widget is installed. Users click to open the chat, select a knowledge base, and type a question. The AI searches the selected datasets, returns a clear answer with numbered citations, and supports follow-up questions with conversation memory (up to 10 messages).

Ask Sage chatbot widget showing Connected status

Powered by RAG (Retrieval-Augmented Generation): The AI only answers from datasets in your Ask Sage account -- it does not search the open internet or make up information. SharePoint is the delivery surface; Ask Sage is the data and AI engine. The two are connected through the Ask Sage API.

Common Use Cases

Use Cases

HR Self-Service

"How many vacation days do I get after 3 years?" "Does our dental plan cover orthodontics?"

IT Help Desk Deflection

"How do I reset my password?" "What are the steps to connect to the VPN?"

Onboarding & Training

"Who do I contact for building access?" "How do I submit an expense report?"

Compliance & Regulatory

"What are our data retention requirements?" "What are the reporting requirements for security incidents?"

Department Knowledge Bases

Finance, Legal, Engineering, Sales -- each department gets tailored datasets on their own SharePoint site.

What You Need to Get Started

Prerequisites

Ask Sage Account

An active Ask Sage subscription with an API key. Learn more at asksage.ai

SharePoint Online

A modern SharePoint Online environment (Microsoft 365). On-premises is not supported.

App Catalog Access

Permission to upload apps to your tenant's SharePoint App Catalog.

Knowledge Base Content

Documents uploaded to your Ask Sage account as datasets.

  No Special Infrastructure: No special hardware, servers, or databases are required. The widget runs inside SharePoint as the user interface, while all data storage and AI processing are handled by the Ask Sage cloud platform via API. 

Get Started

Admin Setup Guide

Deploy, configure, and manage the widget on your SharePoint sites. Covers installation, API setup, dataset configuration, and access control.

Read the guide

User Guide

Learn how to open the chat, select datasets, ask questions, and interpret responses with source citations.

Read the guide

Download WebPart

Download the latest Ask Sage Chat widget package for SharePoint. Upload this file to your App Catalog to install.

Download .sppkg

Support & Resources

Resources

Have Questions? Reach out to us at support@asksage.ai