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Knowledge Base Connectors

Knowledge Base (KB) Connectors enable your AI agents to access and utilize documents and files from external storage platforms. The platform supports four main KB connector types:

Creating a KB Connector​

Step 1: Select Connector Type​

From the Knowledge Bases section, click New Connector and select the type of data source you want to connect:

KB Connector Selection

Step 2: Configure Access Control​

Before configuring the specific connector settings, you need to set up access permissions:

  • Everyone in Organization: All users in your organization can use this connector

  • Specific Roles: Only users with selected roles can access this connector. To create new roles go in the Roles & Permissions section:

    Access Control Configuration

Step 3: Configure Connector Settings​

After setting access control, select the connector type you want to set up and fill in the required configuration fields. Refer to the dedicated page for detailed instructions:

New KB Connector Configuration

Using KB Connectors with Agents​

Once you've created a KB connector, you can attach it to your AI agents:

  1. Navigate to the Agents section in your admin panel
  2. Select an existing agent or create a new one
  3. In the agent configuration, find the Knowledge Base section
  4. Select your KB connector from the dropdown
  5. Save the agent configuration

Agent KB Configuration

The agent will now have access to the files and documents from your connected data source and can use them to answer questions and provide information.

Common Issues

Authentication Errors:

  • Verify all credentials are correctly entered
  • Check that APIs are enabled (Google Drive API, Microsoft Graph API)
  • Ensure proper permissions are granted

Access Denied:

  • For Google Drive: Make sure folders are shared with the service account
  • For SharePoint: Verify the app has proper site permissions
  • For S3: Check IAM policies and bucket permissions

No Files Found:

  • Verify folder IDs and paths are correct
  • Check that files exist in the specified locations
  • Ensure file permissions allow reading

Connection Timeouts:

  • Check network connectivity
  • Verify endpoint URLs are correct
  • Try testing with a smaller dataset first
Testing and Validation

Always use the Test Connection feature before creating a connector. This will:

  • Validate your credentials
  • Test access to the data source
  • Show sample files that can be accessed
  • Identify configuration issues early