Set up integrations in the console
The Integrations console provides a streamlined interface for creating and managing integrations. When you access the Integrations tab, you see all available applications in a unified grid. The console setup process adapts based on the integration you select, your user tier, and existing integrations.
Choose integration options
When you select an integration from the main grid, the console branches based on several factors:
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Integration capabilities - Each application supports different combinations of actions and knowledge base creation. For example, Google Drive supports data ingestion not actions. OneDrive supports both data ingestion and actions.
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Subscription – Configuring integrations requires an Enterprise subscription. This includes creating action connectors, setting up knowledge bases, and managing integration settings. Users with a Professional subscription can use integrations that have been shared with them.
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Existing integrations - The console first shows existing integrations before offering to create new ones.
View setup process examples
The following examples show how different integrations guide you through different console setup processes:
Google Drive - Bring data for Q&A
Google Drive supports data access integrations and knowledge base creation.
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In the console, choose Integrations.
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From the integration grid, choose Google Drive, and select the add icon.
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The OAuth popup appears. Complete the OAuth process and grant it all the necessary permissions. Choose Continue.
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You are taken to the Create knowledge base page. Select the files you want to assign to your knowledge base, and choose Select.
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Enter a name and description. Choose Create.
OneDrive - Perform actions and bring data for Q&A
OneDrive supports the capabilities to both perform actions and bring data for Q&A. The console provides options for both capabilities during setup.
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In the console, choose Integrations.
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From the integration grid, choose OneDrive.
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In the Create Integration dialog, select your integration type:
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Perform actions in OneDrive - Enables actions like creating, updating, or managing OneDrive files.
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Bring data from OneDrive - Enables you to ask questions about and get insights from your OneDrive content.
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Both - Combines task and data ingestion capabilities.
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Enter integration details and configure Microsoft 365 authentication.
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If you selected "Bring data from OneDrive", select the files you want to add to your knowledge base using the file picker interface.
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Choose Create to complete the setup.
Working with existing integrations
When you select an integration type that you've used before, the console first displays your existing integrations.
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In the console, choose Integrations.
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Choose an integration type you've used before (for example, OneDrive).
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The console displays a table of existing integrations with columns for:
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Name - Integration name
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Status - The status of the integration (ex. Available, Completed with issues)
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Visibiliy - The visilibity level of the integration (ex. Personal, Shared)
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Owner - The integration creator
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Last Modified - Most recent update
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Actions - A dropdown menu to perform actions on existing integrations
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Choose an existing integration to view details, or choose add + to set up an additional connection.
Integration management options
After creating integrations, you can manage them through several console options:
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Edit integration - Modify integration settings, authentication details, and configuration options
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Delete integration - Remove integrations with confirmation dialogs to prevent accidental deletion
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Knowledge base management - Separate flows for creating, editing, and deleting knowledge bases associated with your integrations