Work in progress
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 SharePoint content
Click the SharePoint content tile to add a new SharePoint content data source.
Name the data source;
Select an existing credential for SharePoint, or click the Add a credential button if you don’t have any configured.
Choose who to share this data source with: Only me or Builders.
Specify the Site path where your SharePoint content is located, in the following format
/sites/mysite.Optionally, you can specify the Folders' paths. By default, the folder path Shared Documents, which corresponds to the main default Documents folder, is specified.
Select the Language of your SharePoint files;
Optionally, you can specify Regex patterns to exclude specific files. Regex patterns follow this format:
.*\+ the file extension you want to exclude, e.g. .*\.mp4will exclude all MP4 files.Add a description for your data source;
Finally, click the Save button to add this new integration to your data source repository.
Adding a ServiceNow catalog integration
The ServiceNow catalog is a service catalog that provides services and offerings from your organization, such as IT services like ordering software or HR services like employee onboarding.
To add a new ServiceNow catalog data source, click the ServiceNow Catalog tile and provide the following information:
Name the data source;
Select an existing credential to ServiceNow, or click the Add a credential button if you don’t have any configured.
Choose who to share this data source with: Only me or Builders.
Filter the data to add with a Glide query and then select what you are interested in.
Finally, click the Save button to add this new integration to your data source repository.
What is a Glide Query?
A Glide query is an API used to query a ServiceNow database. If you are new to ServiceNow and GlideQuery, we recommend you read the ServiceNow GlideQuery API documentation.
Adding a ServiceNow knowledge base integration
The ServiceNow knowledge base contains knowledge articles that can be used by agents. Note that the Knowledge API (sn_km_api) package must be installed in your ServiceNow tenant to be able to access the knowledge articles.
To add a new ServiceNow knowledge base data source, click the ServiceNow knowledge base tile and provide the following information:
Name the data source;
Select an existing credential to ServiceNow, or click the Add a credential button if you don’t have any configured.
Choose who to share this data source with: Only me or Builders.
Filter the data to add with a Glide query and then select what you are interested in.
Finally, click the Save button to add this new integration to your data source repository.
What is a Glide Query?
A Glide query is an API used to query a ServiceNow database. If you are new to ServiceNow and GlideQuery, we recommend you read the ServiceNow GlideQuery API documentation.