🦾Agents

AI Agents help you connect Blockbrain with your Microsoft 365 applications like SharePoint and Outlook.

What are AI Agents?

AI Agents are smart connectors that let Blockbrain access your Microsoft services on your behalf. Think of them as bridges between Blockbrain and your work applications.

Available Agents with Microsoft login:

• SharePoint Agent - Access your SharePoint files and sites

• Outlook Agent - Send emails, manage calendar and tasks

Before You Start

Make sure you have:

• ✅ A Blockbrain account with AI Agent access

• ✅ A Microsoft 365 account (work or school)

• ✅ Permission to connect third-party applications (check with your IT team if unsure)

How to Connect an AI Agent

Step 1: Open the AI Model Selection

1. Start a new chat in Blockbrain

2. Look for the AI Models selection dropdown in the top left of your chat interface

3. Click "Show detailed AI model list"

Step 2: Choose Your Agent

1. Choose Agents (Alpha)

2. Click on the agent you want to use:

   • SharePoint Agent - for files and documents

   • Outlook Agent - for email and calenda

Step 3: Configure the Agent

1. Click "Configure" under the Status column (if it's already connected it will say "Available")

2. Click the "Connect" button (if you want to no longer use it, click "Disconnect")

3. A Microsoft sign-in window will open

Step 4: Sign In with Microsoft

1. Enter your Microsoft 365 credentials

2. Review the permissions Blockbrain is requesting

3. Click "Accept" to grant access

4. The window will close automatically

Step 5: Start Using Your Agent

Once connected, you can:

• Access everything your Microsoft account can see

• Ask questions about your files (SharePoint) and emails (Outlook)

• Request actions like sending emails (Outlook) or finding documents (SharePoint)

What Happens After Connection?

After you connect an agent:

• Instant Access: Blockbrain can immediately access your Microsoft services

• Your Permissions: You'll only see files and emails you normally have access to

• Secure Connection: Your login stays secure and private

• Always Available: The connection remains active for future conversations

Need Help?

Choose the specific agent guide for detailed instructions:

• SharePoint Agent - Connect to your files and documents

• Outlook Agent - Connect to your email and calendar

Troubleshooting

Can't see AI Agents in the model list?

• Contact your administrator - they may need to enable AI Agents for your organization together with the Customer Success Manager of Blockbrain

Microsoft sign-in not working?

• Check your internet connection

• Try clearing your browser cache

• Contact your IT support if you're getting permission errors

Agent showing as "Not Connected"?

• Click "Configure" again and repeat the connection process

• Make sure you completed the Microsoft sign-in successfully