Google Drive

Use Docs and PDFs from your Google Drive workspace to answer questions on Slack

Note: Only the user who set up the Google Drive integration can configure a Google Drive Knowledge Source.

Prerequisite - Integrating with Google Drive

To index your Knowledge Source from Google Drive, first connect your Google Drive account to ClearFeed:

1. Go to Settings from the nav-bar, and open the Integrations tab.

2. In the list of integrations, find Google Drive and click Connect.

3. You’ll be redirected to the Google sign-in page. Select the account you want to index files from.

4. Grant ClearFeed permission for accessing your Google Drive.

5. After granting access, you’ll be redirected back to ClearFeed, and the integration will be complete.

Indexing Files from Drive

With the integration complete, you can now index documents from your Google Drive account to be used as a source of knowledge for answering questions using below steps:

1. In the ClearFeed WebApp, go to AI → Knowledge Sources from the left navigation bar.

2. Hover over the Add Knowledge Source dropdown in the top-right corner and select Google Drive.

3. A side drawer will appear. Fill in the following details:

   • Name – The display title for this Knowledge Source in ClearFeed.

   • Tags – Identifiers to categorize and organize the Knowledge Source. Freshdesk will be added as a default tag, but you can add more based on your needs.

   • Files – Select the files to index.

     • You can choose multiple files from the same folder.

     • Selections are cleared when navigating to another folder.

     • To pick files from multiple folders, finish selecting from the current folder, click Add Files, and repeat.

   • Auto Reindex Regularly – Enable to automatically reindex this Knowledge Source every 24 hours.

4. Click Save. The Knowledge Source will begin indexing immediately (status: In Progress) or be queued to index soon (status: Initiated). For more details, see Managing Knowledge Sources.

Adding and managing files from Drive

Using AI Agents

Once you've configured the knowledge sources, learn how to build and use AI Agents

Build AI AgentsUse AI Agents

Manage Knowledge Sources

Once the status of the knowledge source has been indexed, learn more on how to manage the knowledge source below.

Manage