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.

Note: You can only change the integration provider to one from the same type as the existing integration. For example, you can change from a ServiceNow connector to another ServiceNow connector, but you cannot change a ServiceNow connector to a Salesforce connector.

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 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.
  4. Next to the source you want to edit, click More .
  5. From the menu that appears, click Edit.
  6. Update the configuration accordingly.
  7. 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 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.
  4. Next to the source you want to edit, click More .
  5. From the menu that appears, click Delete.
  6. To confirm the removal, click Delete.