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Connecting Confluence to Docket
Connecting Confluence to Docket
Bobby Isac avatar
Written by Bobby Isac
Updated over 2 months ago

Integrating with Confluence allows Docket to access all your product documents and sales enablement materials housed in Confluence. Since these are highly structured information, this will help Docket answer more questions while also improving the accuracy of answers.

Prerequisites:

To connect Confluence and Docket, you need to be an Admin in Docket. You should also have access to the Confluence Spaces that you want to sync.

Step-by-Step Instructions

  1. Initiate the Connection

    • Navigate to the 'Settings' page in Docket AI.

    • Locate the Confluence integration card and click on the 'Connect' button.

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  2. Select Confluence Site

    • A new window will open, prompting you to select the Confluence site you want to connect from the dropdown menu.

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  3. Grant Access

    • Click on the 'Accept' button to grant Docket AI access to your Confluence account.

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  4. Confirm Confluence Site

    • After granting access, select the Confluence site to connect to from the dropdown menu again.

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  5. Complete Connection

    • Click on the 'Finish' button to complete the connection process.

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  6. Configure Integration

    • Once the connection is established, click on the settings icon on the Confluence integration card.

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  7. Select Spaces to Ingest

    • A configuration window will appear. Select the spaces you want to ingest by checking the corresponding boxes.

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  8. Save Configuration

    • Click on the 'Save' button to save your selection.

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  9. View Ingested Content

    • Navigate to the 'Knowledge Sources' tab to view the ingested Confluence pages and attachments.

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Have questions?

For any further assistance or troubleshooting, please reach out to our customer support team at [email protected].

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