Set up integrations in the console
The console organizes integrations into separate categories based on their purpose. Use Knowledge to connect data sources for Q&A and insights. Use Connectors to set up action connectors that perform operations in external applications. The setup process adapts based on the integration you select, your subscription, and existing integrations.
Choose integration options
When you set up an integration, the console guides you based on several factors:
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Integration capabilities – Each application supports different combinations of actions and knowledge base creation. For example, Google Drive supports both actions and knowledge base creation. Web Crawler supports knowledge base creation only.
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Subscription – Configuring integrations requires an Enterprise subscription. This includes creating action connectors, setting up knowledge bases, and managing integration settings. Users with a Professional subscription can use integrations that have been shared with them.
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Existing integrations – When you choose a connector that already exists, the console shows your existing connectors before offering to create new ones.
View setup process examples
The following examples show how different integrations guide you through different console setup processes.
Google Drive – Set up a knowledge base
Google Drive supports knowledge base creation through user-managed or admin-managed authentication.
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In the console, choose Knowledge.
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Find Google Drive and choose the Add (+) icon.
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Choose your authentication method and complete the sign-in flow.
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Enter a name and description for your knowledge base.
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Select the files and folders you want to index, then choose Create.
Google Drive – Set up an action connector
Google Drive also supports action connectors for performing file operations directly from .
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In the console, choose Connectors.
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Choose the Create for your team tab.
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Find and choose Google Drive.
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Enter a Name for your connector. Optionally, choose + Add Description to add a description.
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Choose your Connection type and OAuth Configuration, then complete the authentication setup.
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Review the available actions and choose Publish.
Available connectors tab
The Available tab on the Connectors page shows connectors that use managed OAuth and are ready to use without additional configuration. Users can connect directly by choosing Connect on the connector card.
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In the console, choose Connectors.
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On the Available tab, find the connector you want to use.
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Choose Connect.
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Complete the sign-in flow for the application.
Working with existing connectors
When you choose a connector on the Create for your team tab that already exists, the console displays your existing connectors before offering to create a new one.
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In the console, choose Connectors.
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Choose the Create for your team tab.
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Choose a connector that you've configured before.
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A dialog appears showing your existing connectors. To use an existing connector, choose it. To create a new one, choose No, create new.
Integration management options
After creating integrations, you can manage them through several console options:
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Edit integration – Modify integration settings, authentication details, and configuration options.
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Delete integration – Remove integrations with confirmation dialogs to prevent accidental deletion.
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Knowledge base management – Separate flows for creating, editing, and deleting knowledge bases associated with your integrations.
