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Work in progress

Agents allow you to leverage private or public data to improve the quality of their answers by searching in designated data sources and retrieving the most relevant data to respond.

During the creation process, you can add specific data sources for your agent to search, such as files, website pages, the ServiceNow Catalog, a Confluence Knowledge base, or SharePoint content.

In the second step of your agent’s configuration, you can add a new data source by clicking the + Add a data source button and then selecting the type of data source: documents or external integrations.

Adding files

You can add files by clicking the Upload documents option in the drop-down list.

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The next steps consist of giving the data source a name and uploading your files.

The supported formats are CSV, Excel and PDF files.

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Click Add file to upload the files to your data source repository where you can then add them to your agent.

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(blue star) (what about folders, it is the same option? the figma is not clear about this)

External integrations

You can add various external integrations by clicking the Add external integrations option in the drop-down list.

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You will then be asked to choose which type of integration to add: webpage, ServiceNow Catalog, Confluence knowledge base, or Sharepoint Content.

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Adding a website

To add a new website data source, click the Webpage tile and then Configure and Connect.

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  • Name your data source;

  • Add the URL of the website;

  • Choose whether to limit pages to Only child pages or the Entire website.

Finally, click the Add button to add this website to your data source repository where you can then add it to your agent.

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Adding a third-party integration

ServiceNow catalog

To add a new ServiceNow catalog data source, click the ServiceNow Catalog tile.

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To configure a new ServiceNow catalog data source, you will need to provide the following information:

  • Give a name to the data source

  • Select an existing connection to ServiceNow (or add a connection if you don’t have any configured)

  • Choose a Knowledge base

  • Choose who to share this data source with

  • Filter the data to add with a Glide query and then select what you are interested in.

  • Save

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Finally, click the Add button to add this new integration to your data source repository where you can then add it to your agent.

Confluence Knowledge base

To add a new Confluence Knowledge base data source, click the Confluence Knowledge base tile.

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Configuration TBD

Finally, click the Add button to add this new integration to your data source repository where you can then add it to your agent.

SharePoint content

To add a new SharePoint content data source, click the SharePoint content tile.

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Configuration TBD

Finally, click the Add button to add this new integration to your data source repository where you can then add it to your agent.

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