Sharepoint

About SharePoint

Microsoft SharePoint is a cloud-based document collaboration and content management platform that enables organizations to store, organize, share, and co-author documents across teams. Integrated with Microsoft 365, SharePoint serves millions of users with intranet sites, document libraries, lists, and workflow automation.

What moves between the agent and SharePoint

A Telnyx voice AI agent can read, create, update, and search documents and list items within SharePoint during a phone call. When a caller requests information, the agent can search document libraries by keyword, retrieve document metadata, and read summaries of relevant files stored in SharePoint sites.

The agent can create new list items - such as adding entries to a tracking list or creating a task in a SharePoint task list - and update existing items with new information gathered during the call. It can also search across SharePoint lists to find specific records, such as looking up a project status or a policy document.

For document-heavy workflows, the agent can check whether a file exists in a given library, read its properties, and provide a verbal summary of its contents. Notes and action items captured during the call can be written back to SharePoint lists, ensuring the team's shared workspace stays current with every conversation.