Coda

Guidelines to add and index your Coda Knowledge Source

Prerequisite - Integrating with Coda

To index your Knowledge Source, you must integrate your Coda account with ClearFeed. Begin this on the ClearFeed web app:

1. Navigate to Settings from the nav-bar, and proceed to the Integrations tab.

2. Within the list of available integrations, locate and select Coda.

3. Press the Connect button which brings up an input modal.

4. Enter the Coda username whose API key will be used to fetch the documents.

5. Enter the API key associated with the above Coda account.

6. Upon entering these details, click the Connect button within the modal.

7. Successful integration redirects you back to ClearFeed's web app, where a confirmation message is displayed.

Indexing a Coda Knowledge Source

With the integration complete, you can now index your Knowledge Source:

Step 1: Add your first Knowledge Source

• Navigate to the KBs section from the navigation bar, and hover over the "Add Knowledge Source" dropdown at the top right corner to select Coda.

• A side drawer will appear, prompting you to provide specific details:

  • Name: Assign a title for the Knowledge Source to be displayed on ClearFeed.

  • Tags: Use tags to categorize and structure each Knowledge Source. Customize these based on your needs.

  • Document Base URL: Provide the base URL of your Coda document in the following format: https://coda.io/d/document-id. All linked pages and tables within this document will be indexed automatically.

  • Auto Reindex Regularly: When enabled, the particular knowledge source will reindex once every 24 hours.

  • After saving your addition, the Knowledge Source will either start indexing immediately (reflected by an Indexing status) or will be picked soon (reflected with an Initiated status). Get more details on Managing Knowledge Sources here.

• Reindexing Confluence Docs - To reindex Coda documents, manually reindex the knowledge source by clicking the "Reindex" button next to it.

Step 2: Test your Knowledge Source

Once the status of the knowledge source has been indexed, test the GPT-powered responses generated from it. Refer to the document below for more information.

Managing Knowledge Sources

Step 3: Enable 'Answers' in the Collection Settings

Navigate to the collection settings where you want to enable GPT-Powered Answers and enable 'Answers'. Refer to the document below for more information.

Virtual Agent & Agent Assistant