Confluence

Guidelines to add and index your private Confluence Knowledge Source

Prerequisite - Integrating with Confluence

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

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

• Within the list of available integrations, locate and select Confluence.

• Click the Connect button to open the input modal.

• Provide the following details:

  • Confluence email of the user generating the access key

  • Select the Token Type:

    • Classic: API Key / Personal Access Token (PAT) for the Confluence account

    • Scoped: The token must include the following scopes which are required to access spaces and pages for KS indexing.

      • read:space:confluence

      • read:page:confluence

Note: ClearFeed will only read the pages/spaces you select when creating a Knowledge Source. We do not index all Confluence data by default.

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

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

Integrate ClearFeed with Confluence

Indexing a Confluence Knowledge Source

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

Indexing a Confluence Knowledge Source

Step 1: Add your first Knowledge Source

• From the left navigation bar on the ClearFeed WebApp, go to AI > Knowledge Sources.

• Hover over the "Add Knowledge Source" dropdown at the top right corner to select Confluence.

• 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.

  • Spaces: Choose the Confluence spaces you'd like to index. The options include:

    • Indexing all spaces.

    • Indexing specific spaces.

      We currently support creating Knowledge Bases from below categories of Confluence spaces:

      • Global

      • Knowledge Base

      • Collaboration

  • Index pages where URL: To index specific URLs from the selected Spaces, click "Add Condition" to filter them. You can use conditions like "Starts with", "Does not start with", "Contains", and "Does not contain". If you want to index all URLs in the selected Spaces, you can skip this step.

  • 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 In Progress status) or will be picked soon (reflected with an Initiated status). Get more details on Managing Knowledge Sources here.

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

  

  Reindexing Confluence Docs

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