Overview

MarkdownDocument

Step ID 8675e209-1ab9-449b-b66c-cb118ec4d728

Overview

SharePoint Document Sync for AI & Knowledge Base – Import documents from SharePoint (PDF, Word, Excel, PowerPoint) into your knowledge base. Content is indexed for AI-powered search, with easy syncing to keep information up to date.
Agent File Attachments (Chat → Ticketing) – Agents can add files and images to a chat (without sending to the guest) using drag & drop or paste. Attachments are automatically included in ticketing and email workflows for smoother follow-ups.
Virtual Index Management – Easier KB Assignment – Manage Knowledge Base items directly within a Virtual Index using a built-in picker. Improved search, sorting, and permissions make it faster to add, remove, and publish content—all in one place.

Source

Markdown Document

SharePoint Document Sync - Connect Your Library: Select your SharePoint document library directly from Admin settings to begin importing fil…

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Step ID d95c0c9a-90ed-46c1-b10e-f1e65fe4710e

https://instantdev.imchime.com/Admin/Settings/SharePointImporterSettingsItem?admin=-250076655

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Instantdev - Settings

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C:\Users\BenMorris\Documents\UIHike\Projects\Release Notes - April 1, 2026_20260401_111513\Manual screenshot captured by user

SharePoint Document Sync - Import Documents: The SharePoint importer now includes a Document file type, making it easy to bring in files alo…

ManualCapture

Step ID 59bf45c8-5584-4b92-8c05-b3d6980ae41f

https://instantdev.imchime.com/Admin/ChimeV5.SharepointFaqImporter/SharePointGraph/GetPages?admin=363345964

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Instantdev - Import SharePoint Pages

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C:\Users\BenMorris\Documents\UIHike\Projects\Release Notes - April 1, 2026_20260401_111513\Manual screenshot captured by user

SharePoint Document Sync - Stay Up to Date: Imported documents display their sync status, so you can quickly confirm content is current. Upd…

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Step ID 64b8ee44-eeec-44be-9059-14e8eae135a0

https://instantdev.imchime.com/Manager/Contents/FaqFileItem?managerDash=1785903567

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Instantdev - Manage FAQ File Item Content

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C:\Users\BenMorris\Documents\UIHike\Projects\Release Notes - April 1, 2026_20260401_111513\Manual screenshot captured by user

Agent File Attachments - Add Context Without Sending: Agents can upload files and images directly within the agent context window (Files tab…

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Step ID 70e42db8-9109-4aa0-b41a-547eae1e67e4

https://instantdev.imchime.com/Session/18acd1ae-1479-4a70-bff2-89f97489fa83?connectToSession=true

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Web Visitor | Question: I need some help setting up a printer in windows

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Virtual Index Managemenet - Edit and Add Content: Manage Knowledge Base items directly from the Virtual Index. Use the updated interface and…

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Step ID c0fe1549-4f19-4f03-8ee4-e5fe9d6687da

https://instantdev.imchime.com/Manager/Contents/Edit/4hqvt6gb1dkvnzj48xab0fshdp?returnUrl=%2FManager%2FContents%2FVirtualAIIndexItem%3FmanagerDash%3D-2118684829

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Instantdev - Edit Virtual AI Index

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Manual screenshot captured by user

Virtual Index Management - Search and Assign Items: Use the built-in picker to search, add, or remove knowledge base content in one place. I…

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Step ID 0611cdd3-f401-4ebf-a307-89ad3befb866

https://instantdev.imchime.com/Manager/Contents/Edit/4hqvt6gb1dkvnzj48xab0fshdp?returnUrl=%2FManager%2FContents%2FVirtualAIIndexItem%3FmanagerDash%3D-2118684829

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Instantdev - Edit Virtual AI Index

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Manual screenshot captured by user