Setting Up Your Knowledge
Navigate to the Knowledge section on the sidebar
Click "Upload" to begin
Upload files from your system for the assistant to use as context
Organize documents into appropriate categories
Set access permissions for your knowledge base
In the Chat, select "Knowledge Search" when starting a new chat or task to let the AI reference your uploaded documents for more accurate and context-aware responses
Knowledge Integrations
Google Drive Connection
What it does
Gives Agents fine‑grained control over Drive files and folders—perfect for generating, editing, or routing docs mid‑flow.
Key actions
• Upload File (≤ 5 MB) & Download a File
• Create File from Text or Edit File (≤ 10 MB)
• Copy File, Add File Sharing Preference
• Create Folder, Delete Folder or File
• Find Files / Find Folder
Popular uses
• Drop AI‑generated reports into a shared team folder
• Auto‑share deliverables with “Anyone @YourCompany.com”
• Nightly copy of critical docs into a dated archive
How to connect
1. Add Connection → Google Drive
2. Approve the drive.file + drive.metadata.readonly scopes
4. Select files/folders to be imported
OneDrive Connection
What it does
Let's Agents read, create, and organize OneDrive files—ideal for moving content between Microsoft 365 and Rolai.
Key actions
• Upload File & Download Item
• Create New Text File (save AI output)
• Create Folder, Find Folder / Find Item
• List OneDrive Items
Popular uses
• Save generated briefs to /Projects/Client‑X/
• Append transcripts to a running doc after every call
• Backup key Drive docs into a dated archive folder
How to connect
1. Add Connection → OneDrive
2. Approve Files.ReadWrite.All scope
3. Choose personal or shared libraries
Microsoft SharePoint Connection
What it does
Allows Agents to read chats, post messages, and manage channels in Teams—great for real‑time alerts and collaboration loops.
Key actions
• Upload File (≤ 5 MB) & Download a File
• Create File from Text or Edit File (≤ 10 MB)
• Copy File, Add File Sharing Preference
• Create Folder, Delete Folder or File
• Find Files / Find Folder
Popular uses
• Drop AI‑generated reports into a shared team folder
• Auto‑share deliverables with “Anyone @YourCompany.com”
• Nightly copy of critical docs into a dated archive
How to connect
1. Under your Profile Section → Integrations → Connect → SharePoint
2. Paste Your SharePoint Link in → Click Configure
3. Sign In via Microsoft 365
Additional Support
If you need any assistance, email support@rolai.com or use the Intercom chat feature in the app for direct help from our support team.