🦾Agents

Installing AI Agents - This guide covers the installation and configuration of AI agents for Microsoft services in Blockbrain

Prerequisites

Blockbrain Requirements

• Agent Feature Activation: Contact your Blockbrain Customer Success Manager to enable the AI Agent feature for your organization

• Blockbrain Admin Access: Administrative privileges in your Blockbrain workspace

Azure Requirements

• Azure Administrator Access: Admin permissions in your Azure tenant

• App Registration Rights: Ability to create and configure app registrations in Azure AD

• Microsoft 365 Licensing: Appropriate Microsoft 365 licenses for the services you plan to integrate

Available AI Agents

Blockbrain supports the following Microsoft AI agents:

SharePoint Agent

• Purpose: Access and manage SharePoint files, sites, and documents

• Key Features: File retrieval, document search, site navigation

• Required Permissions: Files.Read.All, Sites.Read.All

Outlook Agent

• Purpose: Email management, calendar integration, and task management

• Key Features: Send emails, read messages, manage calendar events, handle tasks

• Required Permissions: Mail.ReadWrite, Calendars.ReadWrite, Tasks.ReadWrite

General Setup Overview

The installation process follows these main steps:

1. Feature Enablement: Ensure AI Agents are enabled by your Customer Success Manager

2. Azure App Registration: Create and configure app registrations in Azure AD

3. Permission Configuration: Set up appropriate Microsoft Graph API permissions

4. Agent Configuration: Configure the specific agent in Blockbrain

5. Testing & Verification: Validate the integration works correctly

Azure App Registration (Common Steps)

Step 1: Create App Registration

1. Navigate to Azure Portal > Azure Active Directory > App registrations

2. Click "New registration"

3. Enter a descriptive name for your AI agent

4. Set the redirect URL to: https://nango.theblockbrain.ai/oauth/callback

5. Click "Register"

Step 2: Generate Client Secret

1. Go to Certificates & secrets in your app registration

2. Click "New client secret"

3. Add a description and set expiration (recommend 24 months maximum)

4. Copy the secret value immediately (you won't be able to see it again)

5. Store the secret securely for configuration

Step 3: Note Configuration Details

Record the following information for agent configuration:

• Application (client) ID

• Directory (tenant) ID

• Client Secret (from Step 2)

Next Steps

Choose the specific agent you want to configure:

• SharePoint Agent - For SharePoint and file management integration

• Outlook Agent - For email, calendar, and task management integration

Security Best Practices

• Principle of Least Privilege: Only grant permissions required for your specific use case

• Secret Management: Store client secrets securely and plan for regular rotation

• Admin Consent: Consider organization-wide admin consent for streamlined user experience

• Monitoring: Regularly review app permissions and usage in Azure AD

Support

For assistance with AI agent setup:

• Feature Enablement: Contact your Blockbrain Customer Success Manager

• Technical Configuration: Reach out to your Blockbrain Technical Project Manager

• Azure Issues: Consult Azure AD documentation or your Microsoft administrator