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Connections

The Connections tab allows you to connect external data sources to your knowledge base. Connected sources are automatically indexed so your agents can search and retrieve content without copying data into the platform.

Connectors are organized into four categories: Cloud Storage & Documentation, Databases, Business Applications, and Cloud Platforms.

Cloud Storage & Documentation​

Google Drive

Link Drive so agents can search Docs, Sheets, and files you allow. Content is indexed into the knowledge base; originals stay in Google.

Microsoft SharePoint

Connect SharePoint Online sites and document libraries. Team files become searchable without copying them out of M365.

Confluence

Sync spaces and pages from Confluence Cloud or Data Center. Wikis, specs, and runbooks stay available to your project AI.

Zoomin

Ingest structured product documentation from Zoomin. Ideal for manuals, release notes, and technical publications.

Databases​

MySQL

Attach MySQL or MariaDB with host, database, and credentials. Choose tables or views to index for grounded answers.

Microsoft SQL

Connect SQL Server on-premises or on Azure SQL. Index only the schemas and objects you authorize for search.

Oracle

Connect Oracle Database over JDBC with your service account. Bring selected tables into the knowledge base for AI retrieval.

Generic SQL

Use a connection string for Snowflake, Postgres, Redshift, and more. Use when there is no dedicated connector tile for your warehouse.

Business Applications​

Odoo

Connect Odoo ERP for CRM, inventory, accounting, and more. Expose approved records so agents answer with live business data.

Cloud Platforms​

Google Cloud Platform

Run BigQuery, invoke Cloud Run services and functions, and query Cloud SQL. Authenticated via service-account JSON; share access by adding IAM roles.

Best Practices​

Connector Setup​

  1. Use Specific Folders — Connect specific folders rather than entire accounts.
  2. Set Appropriate Schedules — Balance content freshness with system load.
  3. Monitor Sync Status — Regularly check sync success and failures.
  4. Test Connections — Verify connections work before relying on them in production.

Security​

  1. Use Service Accounts — Prefer service accounts over personal accounts for stability and security.
  2. Limit Permissions — Grant only the permissions necessary for indexing.
  3. Regular Audits — Review connected accounts periodically and remove unused connections.
  4. Secure Credentials — Never share connection credentials.

Performance​

  1. Selective Sync — Sync only the content your agents actually need.
  2. Schedule Wisely — Avoid scheduling syncs during peak usage times.
  3. Monitor Resources — Watch for performance impacts after enabling new connectors.
  4. Optimize Queries — For database connectors, use efficient queries to limit the data retrieved.

Troubleshooting​

Connection failures

Problem: Connector fails to connect.

Solutions:

  1. Verify credentials are correct.
  2. Check network connectivity.
  3. Ensure the required permissions have been granted.
  4. Review connector-specific requirements.
Sync failures

Problem: Content is not syncing.

Solutions:

  1. Check sync schedule configuration in the Sync & Schedule tab.
  2. Verify the connector is still connected in the Connections tab.
  3. Review sync logs for errors.
  4. Try a manual sync using the Sync Now button to test the connection.
Missing content

Problem: Expected content is not appearing in the Knowledge Base.

Solutions:

  1. Verify the sync completed successfully.
  2. Check folder or query configuration for the connector.
  3. Ensure the content matches the sync criteria and filters.
  4. Review sync filters and settings.