Find reliable answers in your own data with an AI assistant

Mar 25, 2025

Finding reliable information shouldn't mean searching through countless files. An AI assistant on your website can help employees and customers find answers in Word documents, PDFs, spreadsheets, and SharePoint libraries.

Connect your knowledge sources

An assistant works best when it can use the sources that matter to your organization. Here's how to connect them:

Add documents and files

Upload Word documents, PDFs, spreadsheets, and other files. The assistant indexes their content so it can find relevant information when answering questions.

Integrate with SharePoint

Connect SharePoint and select the libraries, folders, or files the assistant is allowed to use.

Pull information from websites

Include relevant information from your intranet or public websites.

Integrate external resources via REST APIs

Connect other relevant data sources through REST APIs.

Why source control matters

Accuracy and relevance

Outdated or irrelevant sources can lead to poor answers. Select reliable, current content and review your sources regularly.

Security and privacy

An assistant shouldn't have access to everything. Use source restrictions and permissions to protect confidential files, contracts, and personal information.

Source control by group access

Set permissions for teams, departments, and customers so the assistant only uses information each group is authorized to access.

Use Readin Lookup with your own knowledge sources

With the right documents, SharePoint libraries, and websites connected, Readin Lookup can help users find answers and check the original sources.

Bring your knowledge sources together in Readin Lookup and make information easier to find and use.