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Configure the source at AI Training → Data Sources.

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Set up the sync

1

Open Data Sources

Go to AI Training → Data Sources.
2

Add a Confluence source

Click Add source → Confluence.
3

Start the sync

Click Connect. The first run does a full pull of every page the credentials can read. Large instances take longer — expect 10 minutes to an hour for thousands of pages.
4

Verify in AI Instructions

Open AI Training → AI Instructions. Pages appear under Confluence, each linked to its source URL in your instance.

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Use an API token with scopes

A token with scopes can only read what you select, and a service account can own it, so the sync doesn’t depend on a person’s account.
1

Prepare the account

Use a service account or your own account. Give it access to Confluence and View permission on the spaces you want to sync.
2

Create the token

Create an API token with scopes for that account, choose Confluence as the app, and select every scope below. Scopes can’t be added to a token later.All of them are read-only. Selecting them now means you won’t need a new token if the sync starts reading more of your content.
3

Connect it

In the Confluence source, choose API token with scopes, then enter your site’s atlassian.net domain, the account’s email, and the token.
Scopes decide what kind of content the token can read. Space permissions decide which spaces sync: OpenCX only syncs the spaces the account can view.

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What gets synced

Whole-instance pull. Page titles, body content (converted from Confluence storage format to HTML), and the webui back-link.
  • Personal spaces (key starts with ~) → internal — the AI uses them only in agent-facing surfaces.
  • All other spaces → public — the AI can cite them in customer replies.
Override per-page in AI Instructions if a specific page needs different visibility.
Each sync run is a full re-pull with overwrite. The benefit: deletions in Confluence propagate correctly. The cost: each run is heavier than an incremental pull. Typical cadence is set by Airbyte’s scheduler — adjust on the connection schedule if you need it less often for a huge instance.

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Limits

Confluence overview

What this source does and doesn’t.

Troubleshooting

Auth errors, missing pages, slow syncs.

Website crawler

Fallback for scoped subsets.

Connect a knowledge source

All sources.