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Do you want access to this new feature? Contact your Zingtree Account Manager or our Support Team.
Introduction
Zingtree's AI Knowledge Search is powered by your knowledge articles. To configure the search, first connect your knowledge base(s) to the application. We make it simple to connect to standard knowledge bases, including Confluence Cloud, in just a few steps.
After establishing the connection to your knowledge base, you can select which articles (pages/blogs) to import into your AI Knowledge Search, creating new experiences for your users.
Importantly, all rich text, inline images, videos, and attachments contained in your knowledge articles are preserved within the Zingtree experience (Note URLs for images and videos are required).
Overview of Set-up Steps
- Generate API Token in Confluence
- Provide Connector Details in Zingtree
- Select Categories (Spaces)
- Import the pages and blog posts into Zingtree
What You’ll Need
- Authorized Confluence API Token
- Authorized Confluence Username
- Your Confluence Domain
Configuration
Create an API token
Before proceeding, the Confluence (Atlassian) API Token needs to be generated to access knowledge base data from Confluence using their REST API.
Create an API token from your Atlassian account:
- Log in to https://id.atlassian.com/manage-profile/security/api-tokens
- Click Create API token
- From the dialog that appears, enter a memorable and concise Label for your token and click Create
- Important Copy the token and paste it somewhere secure. You'll need it later.
When this is complete, come back to Zingtree to continue to set up your connection.
Set Up your Connector
To connect your knowledge base to Zingtree:
- Log in to Zingtree and navigate to the "Apps & Integrations" section.
- Select "External Sources" in the left navigation.
Note If "External Sources" is not visible, your organization may not be enabled for AI Knowledge Search. Contact your Zingtree Account Manager.
On this page, choose the Confluence Icon or the + Add Source button.
The next step, Connector Details, involves entering key information about the connector so that a proper connection can be made to Confluence and that your Connector is well described in the application for future identification.
The required configuration for the Confluence connector includes:
Name: Give your connector a name for identification purposes. Example:
Acme Co Confluence Connector
Description: A brief description of your Connector. Example:
Searches Acme account related knowledge base articles
Confluence Domain: Example:
acme.atlassian.net
Authorization Token: This is the API Token that you created during the Confluence setup portion of this article above.
Authorized Confluence Username: The email address of a Confluence Administrator in your organization.
Choose Categories
The final step is selecting articles to import into Zingtree. These will be refreshed every 24 hours to keep your search updated.
In Confluence, content is organized into Spaces, Pages, and Blog Spots. Spaces categorize content meaningfully. You can select one or more spaces for the connector to sync pages and blog spots.
Additionally, Confluence uses labels for identifying pages or blog posts. These labels will serve as tags within the Zingtree Knowledge Search.
After configuring the knowledge articles for import, click Save Settings. Your connection is now ready for use in building Search widgets in Zingtree. To build search widgets using this connector go to Knowledge Search > Add Search Widget.