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Integration profile

Knowledge base type · Federated external knowledge

A governed knowledge collection populated from one or more external sources.

Demo baseline · November 13, 2026
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Prerequisites

  • Configured external knowledge source
  • Search and attachment indexing enabled

Configuration steps

  1. Choose source
  2. Set synchronization cadence
  3. Define visibility and failure handling

Provider fields

FieldTypeRequirement and options
External source ID
externalSourceId
textRequired
Synchronization cadence
syncCadence
selectRequired
hourly, every_6_hours, daily, weekly
Index attachments
includeAttachments
booleanOptional
On source error
onSourceError
selectRequired
serve_cached, hide_source, alert_manager

Verify and troubleshoot

Test with the narrowest supported non-production scope. Confirm that the connection test reaches the expected provider and that the preview or receipt matches the intended scope. Check identity, credential references, network access and provider permissions before retrying. Record the failure stage and redact sensitive payloads when escalating.