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A connection credential is an authentication feature that allows agents to access data from third-party integrations in data sources. Indeed, any data coming from a third party can only be accessed using specific credentials depending on your use case.
The Agentic platform allows you to create multiple connections credentials that multiple agents and tools can use.
To create new connectionscredentials, go navigate to the Connections menu Models & credentials menu in the admin panel on the left and click the Add connectioncredential button.
For instance, any Confluence user is part of a tenant that contains specific knowledge unavailable to other users. As such, your agent cannot access this data unless it is connected to Confluence via a user’s credentials. You can then create a connection credential to Atlassian for the agent to access the data you want via an Atlassian Confluence data source
Learn how to create a connection credential for each external integration.
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Adding a SharePoint
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credential
Before creating a SharePoint connectioncredential, you must first ensure you possess a SharePoint site and an account to access this site and its content.
Below are the steps to create a new SharePoint connectioncredential:
In the Connections Models & credentials menu, click Add connectioncredential;
Select SharePoint;
Give a name to your connectioncredential;
Type the Site URL of your SharePoint, such as
https://konverso.sharepoint.com
.Provide the Username to connect to this site.
Provide the Password associated with the given Username.
Select who this connection credential should be shared with;
Click Add connectioncredential.
The new connection credential is now available in the Connections credential list. You can now use it when creating a new SharePoint data source.
Adding an Atlassian
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credential
Before creating an Atlassian connectioncredential, you must first ensure you possess an Atlassian tenant and an account with an API key to access the content from your Atlassian tenant (such as Confluence, Jira, etc.).
Generating the Atlassian API key
The API key (or API token) is used as a password in the Atlassian connectioncredential configuration.
To generate the API key:
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The token is ready for use. Make sure to copy the token before you close this dialog, as it is impossible to see the token later.
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Creating the
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credential for Atlassian
Below are the steps to create a new Confluence connectionAtlassian credential:
In the Connections Models & credentials menu, click Add connectioncredential;
Select Atlassian;
Give a name to your connectioncredential;
Type the Connection URL of your Atlassian tenant, such as
https://mytenant.atlassian.net
.Provide the Username to connect to this site.
Provide the API key associated with the given Username.
Select who this connection credential should be shared with;
Click Add connectioncredential.
The new connection credential is now available in the Connections credential list. You can now use it when creating a new Atlassian Confluence data source.
Adding a ServiceNow
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credential
Before creating a ServiceNow connectioncredential, you must first ensure you possess a ServiceNow instance and an account to access its content.
Below are the steps to create a new ServiceNow connectioncredential:
In the Connections Models & credentials menu, click Add connectioncredential;
Select ServiceNow;
Give a name to your connectioncredential;
Type the URL of your ServiceNow instance, such as
https://mycompany.service-now.com
.Provide the Username to connect to this site.
Provide the Password associated with the given Username.
Select who this connection credential should be shared with;
Click Add connectioncredential.
The new connection credential is now available in the Connections credential list. You can now use it when creating a new ServiceNow catalog data source.
Manage existing
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credentials
You can manage existing connections credentials via the Connections Models & credentials menu, in which where you can view the list of connections credentials with their names, their the tied third-party integration, and who they are shared with.
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