Edit a third-party knowledge base source

You can change general and content settings specific to the integration provider for an existing third-party knowledge base source.

General Settings tab

On the General Settings tab, edit a source name, sync type, and the integration provider.

Content Selection tab

On the Content Selection tab, you can edit provider-specific content selection settings. For example, edit channels and categories from a Salesforce provider, or change the knowledge base and the Service Now content selection sync settings.

Edit a knowledge source

1. Click Admin.
2. Under Knowledge, click Sources. The Sources view opens.
3. Click Menu > Knowledge > Sources. The Sources view opens.
4. Click the Knowledge Base list and choose the knowledge base in which you want to add a third-party source.
   • To choose an existing knowledge base, select it from the list.
   • To add a new knowledge base, click Create Knowledge Base.
5. Next to the source you want to edit, click More .
6. From the menu that appears, click Edit.
7. Update the configuration accordingly.
8. Click Update Source.

Refresh the knowledge source

• To refresh the entire source list, in the upper right corner of the list, click Refresh .
• To refresh only a specific third-party source, at the end of the specific row, click More and then click Manual Sync.

Delete a knowledge source

1. Click Admin.
2. Under Knowledge, click Sources. The Sources view opens.
3. Click Menu > Knowledge > Sources. The Sources view opens.
4. Click the Knowledge Base list and choose the knowledge base in which you want to add a third-party source.
   • To choose an existing knowledge base, select it from the list.
   • To add a new knowledge base, click Create Knowledge Base.
5. Next to the source you want to edit, click More .
6. From the menu that appears, click Delete.
7. To confirm the removal, click Delete.