Configure Knowledge Synchronization

Configuring knowledge synchronization allows setting parameters for automatic knowledge base updates for the agent. This instruction will show how to configure knowledge synchronization in FastLinePro.

When Needed

  • You need to configure automatic knowledge base synchronization on a schedule.
  • You want to set information update parameters in the knowledge base.
  • You need to configure data sources for synchronization.
  • You want to optimize the knowledge base update process.

What's Important to Know

  • Knowledge synchronization — process of automatically updating the knowledge base from data sources.
  • You can configure a synchronization schedule (hourly, daily, weekly).
  • Synchronization can process different types of sources (files, API, databases).
  • Proper configuration ensures information relevance in the knowledge base.

Prerequisites

  • You are logged in with administrator rights.
  • You have navigated to the FastLinePro module via Apps -> FastLinePro.
  • KB Plugin is activated and ready for configuration.

Step-by-Step Instructions

  1. In the FastLinePro module, find the "KB Plugin" or "Knowledge Base" section.
  2. Find the "Synchronization Settings" or "Sync Configuration" section.
  3. In synchronization settings, set parameters:
    • Enable automatic synchronization — toggle the switch to enable automatic synchronization.
    • Synchronization schedule — select frequency (hourly, daily, weekly, custom schedule).
    • Synchronization time — set a specific time for synchronization execution (if available).
  4. Configure data sources:
    • Add or configure synchronization sources (files, API, databases).
    • Set access parameters to sources (URL, authentication).
  5. Configure processing parameters:
    • Conflict handling — define how to handle conflicts when updating data.
    • Synchronization mode — select full or incremental synchronization.
  6. Click the "Save" or "Apply Settings" button — settings are saved.

What Happens After

Knowledge synchronization is configured and works according to the established parameters. The knowledge base automatically updates on schedule, ensuring information relevance for the agent.

How to Verify It Worked

  • Check that settings are saved and displayed correctly.
  • Make sure automatic synchronization is enabled on schedule.
  • Check synchronization status after the next scheduled execution.

Other Methods

  • You can configure notifications about synchronization results.
  • Some systems allow configuring filters for selective data synchronization.
  • Use synchronization testing to verify settings before launching automatic mode.