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Connect a source
1
Open Knowledge
Go to Agents → your agent → Knowledge and find Sync from.
2
Pick the source
Click Zendesk Guide, Intercom Articles, Notion or Confluence.
3
Connect it
For Zendesk Guide and Intercom Articles there is nothing to type: the sync uses the connection the agent already has. If it has none, connect it under Actions › Connections first.For Notion and Confluence, paste the credentials and click Find pages or Find spaces. Wiredesk checks them and shows what they can see. Tick what the agent should learn from.
4
Wait for the first sync
The source appears in the list and the first sync starts straight away. A large help centre can take a few minutes.
Zendesk Guide
The sync reads through the same OAuth connection the agent opens tickets with, so nothing new has to be approved. Its access already covers help centre articles. Include restricted articles also syncs articles a user segment limits to signed-in users or to agents. Leave it off unless the agent only talks to people allowed to read them: it can quote anything it has read to anyone.Intercom Articles
The access token behind this agent’s Intercom connection needs the Read and list articles permission. In Intercom, go to Settings → Integrations → Developer Hub → your app → Configure → Authentication, turn it on, and connect the integration again if the token changed.Notion
1
Create a connection
In Notion, go to Developer tools → Connections → New connection. Pick API token as the method, then on its Configuration tab leave only Read content ticked. Older workspaces call this an internal integration, under Settings → Connections → Develop or manage integrations.
2
Give it the pages
On the connection’s Content access tab, click Edit access and add each page or database the agent should read. Pages inside an added page come with it. You can also add it from a page’s ••• → Connections.
3
Paste the token
Copy the connection’s API token into Wiredesk and click Find pages.
Confluence
Create an API token at id.atlassian.com, signed in as someone who can read the spaces you want. In Wiredesk, enter your Confluence address (for exampleacme.atlassian.net), that person’s email and the token, click Find spaces, and tick at least one.
Only Confluence Cloud addresses ending in .atlassian.net are accepted.