Configure KB Plugin Synchronization

KB Plugin synchronization ensures automatic knowledge base updates for the agent from information sources. This instruction will show how to configure knowledge base synchronization for an agent.

When Needed

  • You need to configure automatic knowledge base synchronization with external sources.
  • You want to set a synchronization schedule for regular knowledge base updates.
  • You need to configure data sources for synchronization (files, API, databases).
  • You want to automate the process of updating information in the knowledge base.

What's Important to Know

  • KB Plugin — plugin for synchronizing knowledge base with various data sources.
  • Synchronization can be automatic (on schedule) or manual.
  • You can configure multiple synchronization sources for one knowledge base.
  • Synchronization ensures information relevance in the agent's knowledge base.

Prerequisites

  • You are logged in with integrator rights.
  • You have navigated to the FastLinePro module via Apps -> FastLinePro.
  • There is an agent with a knowledge base in the system or you need to create a knowledge base.
  • KB Plugin is activated and configured (if necessary).

Step-by-Step Instructions

  1. In the FastLinePro module, find the needed agent in the agent list.
  2. Open agent settings and find the "Knowledge Base" or "Knowledge Base" section.
  3. Find the "Synchronization" or "KB Plugin Sync" section in knowledge base settings.
  4. Configure synchronization sources:
    • Source type — select source type (files, API, database).
    • URL or path — specify address or path to the data source.
    • Data format — select format (CSV, JSON, TXT, etc.).
  5. Configure synchronization parameters:
    • Synchronization mode — select automatic or manual synchronization.
    • Synchronization schedule — set frequency of automatic synchronization (hourly, daily, etc.).
    • Conflict handling — define how to handle conflicts when updating data.
  6. Click the "Save" or "Configure Synchronization" button — settings are saved.

What Happens After

KB Plugin synchronization is configured and works according to the established parameters. The knowledge base automatically updates from data sources on the established schedule.

How to Verify It Worked

  • Check that synchronization settings are saved.
  • Make sure synchronization is executed according to schedule.
  • Check synchronization status and knowledge base update results.

Other Methods

  • You can run synchronization manually to verify settings.
  • Some systems allow configuring filters for selective data synchronization.
  • Use synchronization logs to monitor the process and detect errors.