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A credential is Credentials are an authentication feature that allows agents to access data from third-party external integrations in data sources. Indeed, any data coming from a third party can only be accessed using specific credentials depending on your use case.
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To create new credentials, navigate to the Models & credentials menu in the admin panel on the left Administration > Credentials and click the Add credentialcredentials 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 credential credentials to Atlassian for the agent to access the data you want via an Atlassian Confluence data source.
Learn how to create a credential credentials for each external integration.
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Adding a SharePoint credential
Before creating a SharePoint credential, 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 credential:
In the Models & credentials menu, click Add credential;
Select SharePoint;
Give a name to your credential;
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 credential should be shared with;
Click Add credential.
The new credential is now available in the credential list. You can now use it when creating a new SharePoint data source.
Adding an Atlassian credential
Before creating an Atlassian credential, 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 credential configuration.
To generate the API key:
Log in to your Atlassian tenant under a user account.
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We strongly advise using an Atlassian Service Account with administrator permissions to generate the API token. This account needs to be tied to a license. |
Click Your profile and settings (the user avatar icon) in the top right of the window and select Manage Account.
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Select Security at the top of the page.
Click Create and manage API tokens from the API token section in the central part of the window.
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Click Create API token.
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Give a label to your API token
Click Create.
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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 credential for Atlassian
Below are the steps to create a new Atlassian credential:
In the Models & credentials menu, click Add credential;
Select Atlassian;
Give a name to your credential;
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 credential should be shared with;
Click Add credential.
The new credential is now available in the credential list. You can now use it when creating a new Atlassian Confluence data source.
Adding a ServiceNow credential
Before creating a ServiceNow credential, 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 credential:
In the Models & credentials menu, click Add credential;
Select ServiceNow;
Give a name to your credential;
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 credential should be shared with;
Click Add credential.
The new credential is now available in the credential list. You can now use it when creating a new ServiceNow catalog data source.
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Manage existing credentials
You can manage existing credentials via the Models & credentials Administration > Credentials menu, where you can view the list of credentials with their names, the tied third-party integrationtheir types, and who they are shared with.
You can view more details edit or remove credentials by clicking the dots button…the corresponding icons in the last column.