Sana Universal Search delivers the right answers from your internal data in Microsoft and your Sana org. It helps you find the information you need, when you need it, across Sharepoint, OneDrive, and Teams.
By connecting Microsoft with Search, users can get answers and results based on their data in Sharepoint and Teams, providing optimized search results.
How to set it up
An admin in Sana needs to be the first person to approve the integration, and approve for the full organisation.
Go to Manage > Settings > scroll down to Search
In the Microsoft category, toggle on "Allow users to connect" and "Let the assistant read and answer" (see image)
After this, the admin needs to approve the integration by adding it themselves. See below how to connect for both admins and other users
For users: How to connect
Each user needs to connect to Microsoft in their Search
Open Universal Search
Click Connect
Choose the app you would like to connect (in this case, Microsoft)
Log in and allow permissions et voilà!
💡 Read more about managing and connecting Universal Search integrations here.