UV SharePoint AI Assistant documentation

Overview

Context-aware, tool-based SharePoint AI. Citations required. Inaccessible documents are never returned. Prompt injection is stripped. Not a generic chatbot.

For: Employees asking questions about tenant content.

Features

  • Tools

    Search, document, people, governance — each authorizes first.

  • Citations

    Answers grounded in sources the user can open.

  • Untrusted content

    Document text cannot grant permissions.

Requirements

  • SharePoint Online (Microsoft 365)
  • Tenant app catalog
  • SPFx 1.18+
  • Node 18 LTS / 22 LTS for custom builds
  • License key from Account → License keys

Installation

  1. After purchase or trial, download the signed uv-ai-assistant.sppkg package from Account → Files / UV Apps catalog.
  2. Upload the package to the tenant app catalog (SharePoint admin → More features → Apps).
  3. Enable the app for the whole tenant or selected site collections.
  4. If Entra asks for consent, approve only the permissions listed on the product page.
  5. Open a site and add the web part (or open the full-page app). The app checks for a purchased license or an active trial for this tenant.
  6. Sites.Read.All, Files.Read.All. Azure OpenAI is an admin choice.

How to use

  1. Open the page signed in with a work account from this Microsoft 365 tenant.
  2. The app asks the license server whether this tenant has a purchase or an active trial — no key is required.
  3. If nothing is found, paid features stay locked. Clock, Banner, Quick Links and Profile Card still run in Free mode.
  4. A product key from Account → License keys is only a fallback when silent activation fails.
  5. Ask a question.
  6. Open citations. If a tool returns Restricted, the model must not invent the answer.

Configuration

  • Enabled tools
  • Retention of prompts

Troubleshooting

  • Insufficient: the user cannot open the source. That is correct.

Licensing

The app checks this tenant for a purchased license or an active trial and unlocks automatically. Sign in with a work mailbox on a verified domain of the Microsoft 365 tenant. See the licensing guide.

Microsoft Graph

  • Sites.Read.All (Delegated) — Read only content the current user can already open.
  • Files.Read.All (Delegated) — Read documents the user is already allowed to open.

Back to product