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Your AI becomes more powerful when it learns from your existing knowledge sources. Connect your content to help it:
  • Answer product questions accurately
  • Solve common support issues
  • Follow your company’s guidelines
  • Provide consistent information

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How to Connect

1

Access Dashboard

Login to your dashboard at platform.open.cx
2

Navigate to Knowledge Base

In the left menu, go to: AI Training -> Knowledge Base
3

Choose Integration

Click on your desired integration to start the connection process
After connecting, you can manage your integrations and monitor training progress from the same dashboard section.

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Knowledge Sources

We offer seamless integrations with popular platforms and tools. Connect any of these sources with a single click - no complex setup required. Your AI will automatically start learning from your selected content while maintaining all security permissions.

Zendesk

Connect your help center and support history: - Help articles - Ticket history - Support macros
  • Resolution templates

Notion

Import your team’s knowledge base: - Workspace pages - Team wikis - Documentation - Internal guides

Website

Learn from your public content: - Product pages - FAQs - Support guides - Blog posts

Gmail

Analyze support communications: - Support emails - Templates - Resolutions - Customer interactions

Intercom

Access chat knowledge: - Chat history - Article base - Templates - Common responses

Google Drive

Sync your team documents: - Documents - Spreadsheets - Shared files - Training materials

Confluence

Import your team wiki: - Technical docs - Process guides - Best practices - Team knowledge

Shopify

Empower your store: - Automate return approvals - Automate refunds - Product details

Custom Files

Upload any content: - PDF documents - Text files - HTML content - Custom formats

Amazon S3

Access your cloud storage: - Stored documents - Backup files - Archive content - Data exports

Outlook

Learn from business emails: - Support conversations - Email templates - Customer inquiries - Team communications

Zoho

Import CRM knowledge: - Customer records - Support tickets - Knowledge base - Email templates

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Features

Smart Sync

  • Automatic updates - Real-time learning - Change detection

Secure Access

  • Encrypted connections - Permission handling - Data protection

Content Control

  • Choose what to share - Set priorities - Filter content

Easy Setup

  • One-click connect - Guided process - Quick start

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Best Practices

Start with your most-used support content: - Frequently referenced docs - Common support answers
  • Product documentation
For best results: - Keep content up-to-date - Remove outdated information - Structure content clearly
Improve AI performance by: - Using clear language - Including real examples - Updating regularly
Need help choosing the right knowledge sources? Contact our team for personalized guidance.
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