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Train your chatbot from apps

Connect App Integrations

Connect Notion, OneNote, Google Drive, SharePoint, OneDrive, Confluence, Discord, and other services to train your chatbot.

Connect your chatbot to third-party services like Notion, OneNote, Google Drive, SharePoint, OneDrive, Confluence, and Discord to use their content for training. This allows your chatbot to answer questions based on your existing documentation and knowledge bases.

Apps you can use to train your chatbot from apps

From the Apps source type, you can connect:

  • Notion – Connect your Notion workspace
  • Bookstack – Connect your BookStack wiki (detailed guide)
  • OneNote – Connect your Microsoft OneNote notebooks
  • Google Drive – Connect your Google Drive documents
  • SharePoint – Connect your SharePoint document libraries and site pages
  • OneDrive – Connect your OneDrive files and documents
  • Confluence – Connect your Confluence spaces and pages
  • Discord – Select Discord channels to train on

Intercom integration is coming soon.

Connecting an app to train your chatbot from apps

1

Go to Training & Content

In your chatbot dashboard, click Training & Content in the sidebar.

2

Select Sources

Click on Sources.

3

Click Add Sources

Click the + Add Sources button.

4

Select Apps

Select Apps from the source type dropdown.

5

Choose your integration

Click on the integration you want to connect (e.g., Connect Notion, Connect OneNote).

6

Authorize access

Follow the OAuth prompts to authorize AI Chatbot to access your content.

Notion

Click Connect Notion to link your Notion workspace. You’ll be redirected to Notion to log in and authorize access. Once connected, AI Chabot can access your Notion pages to use for training.

OneNote

Click Connect OneNote to link your Microsoft OneNote notebooks. You’ll be prompted to sign in with your Microsoft account and grant permission.

AI Chatbot will be able to:
  • View the titles of your OneNote notebooks and sections
  • Read all pages in your notebooks

Password-protected sections cannot be accessed.

Google Drive

Click Connect Google Drive to link your Google account. You’ll be redirected to Google to choose an account and authorize access to your Drive documents.

SharePoint

Click Connect SharePoint to train your chatbot on documents and pages stored in your SharePoint Online environment. You’ll be prompted to sign in with your Microsoft account and grant permission to read your SharePoint sites and files.

Getting started

1

Click Connect SharePoint

From the Apps source type, click Connect SharePoint. If you haven’t connected your Microsoft account yet, you’ll be prompted to sign in and authorize access.

2

Select a SharePoint site

Choose the SharePoint site that contains the content you want to use for training.

3

Choose a content type

Select either Document Libraries or Site Pages depending on the type of content you want to index.

Document Libraries

Use this option to train on files stored in SharePoint document libraries.

Supported file types:

  • Word documents (.docx, .doc)
  • PDF files (.pdf)
  • PowerPoint presentations (.pptx, .ppt)
  • Excel spreadsheets (.xlsx, .xls)
  • Text files (.txt, .csv, .md, .rtf)

1

Select a document library

Browse the available document libraries in the selected site.

2

Select individual documents or auto-sync the library

You can browse and select individual documents, or click Auto-sync to automatically discover and index all documents in the library.

3

Add selected

Click Add Selected to start training your chatbot on the selected documents.

Auto-sync creates a parent source that checks the library daily for new or updated documents and indexes them automatically. This works the same way as sitemap auto-sync.

Auto-sync for document libraries requires the Pro plan or higher.

Site Pages

Use this option to train on SharePoint wiki pages and modern pages.

1

Browse available pages

All wiki and modern pages from the selected site are listed.

2

Select pages or auto-sync all pages

You can select individual pages using the checkboxes, or click Auto-sync All Pages to automatically index every page on the site.

3

Add selected

Click Add Selected to start training your chatbot on the selected pages. Content is extracted from each page’s canvas layout.

Auto-sync creates a parent source that checks the site daily for new, updated, or deleted pages and keeps your training data in sync automatically. New pages are added, and pages that have been removed from SharePoint are cleaned up on the next sync cycle.

Auto-sync for site pages requires the Pro plan or higher.

SharePoint uses the same Microsoft account connection as OneNote. If you’ve already connected OneNote, you may need to reconnect to grant the additional SharePoint permissions.

OneDrive

Click Connect OneDrive to train your chatbot on files stored in your OneDrive account. You’ll be prompted to sign in with your Microsoft account and grant permission to read your files.

Getting started

1

Click Connect OneDrive

From the Apps source type, click Connect OneDrive. If you haven’t connected your Microsoft account yet, you’ll be prompted to sign in and authorize access.

2

Browse your files

Navigate through your OneDrive folders to find the files you want to use for training.

3

Select files

Check the boxes next to the files you want to train on.

4

Add selected

Click Add Selected to start training your chatbot on the selected files.

Supported file types:

  • Word documents (.docx, .doc)
  • PDF files (.pdf)
  • PowerPoint presentations (.pptx, .ppt)
  • Excel spreadsheets (.xlsx, .xls)
  • Text files (.txt, .csv, .md, .rtf)

OneDrive uses the same Microsoft account connection as OneNote and SharePoint. If you’ve already connected one of these, you may need to reconnect to grant the additional OneDrive permissions.

Confluence

Click Connect Confluence to train your chatbot on pages from your Confluence workspace. You’ll be redirected to Atlassian to log in and authorize access.

Getting started

1

Click Connect Confluence

From the Apps source type, click Connect Confluence. You’ll be redirected to Atlassian to authorize access.

2

Select a Confluence site

If you have multiple Confluence sites, choose the one that contains the content you want to use for training.

3

Select a space

Browse the available spaces and select the one you want to train on.

4

Select pages

Browse the pages in the selected space and check the ones you want to include.

3

Add selected

Click Add Selected to start training your chatbot on the selected pages.

Confluence integration requires your Confluence instance to be accessible via Atlassian Cloud.

Discord

To train your chatbot on Discord channel content, you first need to install the chatbot in your Discord server.

Step 1: Install to Discord

1

Go to Install Agent

In your chatbot dashboard, click Install Agent in the sidebar.

2

Select the Discord tab

Click on the Discord tab.

3

Connect to Discord

Click the Connect to Discord button.

4

Authorize access

Log in to Discord and authorize AI Chatbot to access your server.

Step 2: Select Channels for Training

Once Discord is connected, you can select which channels to train on:

1

Go to Training & Content

Click Training & Content → Sources.

2

Click Add Sources

Click + Add Sources and select Apps.

3

Click Connect Discord Channels

Click Connect Discord Channels.

4

Select channels

Check the boxes next to the channels you want to train on (e.g., general, support, feature-requests).

5

Save

Click Save to confirm your selection.

If you see “No channels found”, make sure you have installed the chatbot in your Discord server first.

BookStack

For BookStack, you’ll need to enter your Wiki URL and API credentials instead of using OAuth. See the detailed BookStack guide for step-by-step instructions.

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