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RelayHub connects to Microsoft OneDrive. You can attach a OneDrive file to a chat message, or import OneDrive files into your knowledge so that the AI can search them.

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Connect your Microsoft account

Each user connects his or her own Microsoft account. You can connect in two places:
  • Settings > Connections: in the Microsoft section, click Connect.
  • Files: open the OneDrive tab, then click Connect Now.
A Microsoft sign-in window opens. Sign in with your Microsoft 365 account or your personal Microsoft account. If your organization uses single sign-on, the sign-in can go through the identity provider of your company. Review the permissions and accept them. The window closes by itself when you finish, and the page shows the account as connected. If your browser blocks the window, or you use a phone, the sign-in opens in the same tab and then brings you back to the same page.
If your organization does not let users give consent to apps, your IT administrator must approve RelayHub first. If the sign-in shows a message that the app needs admin approval, contact your IT administrator.

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Name your Microsoft accounts

When you connect more than one Microsoft account, Chat and bots name each account by its label. RelayHub makes a label from the address of the account. To use your own label, open Settings > Connections, click Rename beside the account in the list Microsoft accounts, type the label and click Save. A label has 3 to 40 characters.

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Outlook mail

The Microsoft section on Settings > Connections also has Outlook mail. With Outlook mail, the AI can write emails that you review and send from chat. Outlook mail is off until you turn it on.
  • If the section shows a check box for Outlook mail, select it, then click Connect or Reconnect.
  • If the section shows Connect Outlook mail, click it. In this case, Outlook mail has its own connection, and your OneDrive connection cannot send email. To remove it, click Disconnect Outlook mail.

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Attach a OneDrive file to a chat message

1

Open the attachment menu

In the chat, click the plus button (Attach and options) next to the message field.
2

Select OneDrive

Click OneDrive. The Select from OneDrive window opens.
3

Select the file

Open the folders until you find the file. Click a file to attach it to your message.
A file that you attach to a message must be 25 MB or smaller.

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Import OneDrive files into your knowledge

1

Open the OneDrive tab

In the Data group of the sidebar, click Files. Then click the OneDrive tab.
2

Select the files

Open the folders and select the check box of each file that you want. You can select files in different folders.
3

Import the files

Click Personal RAG to add the files to your personal knowledge. Click Company RAG to add them to the company knowledge. Only administrators and users with the permission to add company knowledge see Company RAG.

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After the import

The imported files appear in Files with the files that you uploaded. RelayHub processes them in the same way:
  • Text extraction gets the text from PDFs, including scanned documents, Office files and images.
  • Embeddings let the AI search the content and use it in its answers.
  • Knowledge graph entities come from the files when the knowledge features are on.
The AI finds relevant content in your imported files when you ask about it. You can also attach an imported file to a message from Files.

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Disconnect OneDrive

You can disconnect in two places:
  • Files > OneDrive tab: click Disconnect.
  • Settings > Connections: in the Microsoft section, click Disconnect.
After you disconnect, the files that you imported stay in RelayHub. You can connect again at any time.
To remove all access on the Microsoft side, open your Microsoft account app permissions, or ask your IT administrator to remove the consent.