Sync a Knowledge Base

Keep your agent's knowledge fresh by syncing articles from an external source.

Supported sources

Source	Auth method
Zendesk Help Center	API token
Salesforce Knowledge	OAuth 2.0
Confluence	API token
Public URL	None (crawler)

Connect a source

1. Go to Knowledge → Sources in the dashboard.
2. Click Add Source and pick the integration.
3. Enter credentials and the help center URL.
4. Choose a sync schedule (manual, hourly, daily).

Trigger a manual sync via API

POST /v1/knowledge/sources/{source_id}/sync

Response:

{
  "job_id": "sync_abc123",
  "status": "running",
  "started_at": "2025-01-15T10:00:00Z"
}

Poll sync status

GET /v1/knowledge/jobs/{job_id}

Statuses: running, completed, failed.

Filter what gets synced

{
  "filters": {
    "categories": ["billing", "account"],
    "labels": ["public"],
    "exclude_drafts": true
  }
}

Best practices

• Sync incrementally (default) rather than full re-imports for large KBs.
• Tag articles with public to keep internal-only docs out of agent responses.
• After a sync, retrain the agent — see the dashboard's Training tab.