Your agents can leverage data retrieved from external integrations to generate a relevant answer to a user’s query. To enable this functionality, you need to add a new data source for each external integration you wish to use.

Data sources with external integrations are managed in Build > Data sources > External integrations. This page allows you to view your integrations, search for a specific one via the search bar, and modify and delete a data source.

The following integrations are available:

• Website: add the URL of a website from which you wish to leverage the content.

• Confluence knowledge base: add content from a Confluence wiki.

• SharePoint content: add content from a SharePoint site.

• ServiceNow catalog: add content from the ServiceNow catalog.

• ServiceNow knowledge base: add content from the ServiceNow knowledge base.

To add an external integration, click the Add integrations button.

Adding a website

To add a new website data source, click the Webpage tile and provide the following information:

1. Name your data source;

2. Add the URL of the website;

3. Choose who to share this data source with: Only me or Builders;

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

5. Finally, click the Save button to add this website to your data source repository.

Adding a Confluence knowledge base

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

Configuration TBD

Finally, click the Save button to add this new integration to your data source repository.

Adding SharePoint content

Click the SharePoint content tile to add a new SharePoint content data source.

1. Name the data source;

2. Select an existing credential for SharePoint, or click the Add a credential button if you don’t have any configured.

3. Choose who to share this data source with: Only me or Builders.

4. Specify the Site path where your SharePoint content is located, in the following format /sites/mysite.

5. Optionally, you can specify the Folders' paths. By default, the folder path Shared Documents, which corresponds to the main default Documents folder, is specified.

6. Select the Language of your SharePoint files;

7. Optionally, you can specify Regex patterns to exclude specific files. Regex patterns follow this format: .*\ + the file extension you want to exclude, e.g. .*\.mp4 will exclude all MP4 files.

8. Add a description for your data source;

9. Finally, click the Save button to add this new integration to your data source repository.

Adding a ServiceNow catalog integration

To add a new ServiceNow catalog data source, click the ServiceNow Catalog tile and provide the following information:

1. Name the data source;

2. Select an existing credential to ServiceNow, or click the Add a credential button if you don’t have any configured.

3. Choose who to share this data source with: Only me or Builders.

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

5. Finally, click the Save button to add this new integration to your data source repository.

Adding a ServiceNow knowledge base integration

To add a new ServiceNow knowledge base data source, click the ServiceNow knowledge base tile and provide the following information:

1. Name the data source;

2. Select an existing credential to ServiceNow, or click the Add a credential button if you don’t have any configured.

3. Choose who to share this data source with: Only me or Builders.

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

5. Finally, click the Save button to add this new integration to your data source repository.