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These docs cover ingesting knowledge: help centers, wikis, drives, crawled sites, and synced articles that populate the AI training index. In the sidebar they sit under Agent Knowledge; per-connector guides are under Main Knowledge Sources.The Integrations section of this site documents operational integrations: ticketing, handoff, channels, inbox sync, and AI Actions (tools the agent runs against external systems). Those are separate from “what the model has read.”
Your AI becomes more powerful when it learns from your existing knowledge. Connect your content so it can:
  • 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

Log in at platform.open.cx.
2

Open Data Sources

Go to AI Training → Data Sources (or Knowledge Base, depending on your workspace layout).
3

Choose a source

Add the platform or crawler you want. Sync runs on a schedule; progress appears on the source row.

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Connectors

Use the pages below for setup and sync behavior. For Zendesk, Intercom, Front, or Shopify as a ticketing or commerce surface (tickets, handoff, order lookup, AI Actions), use the Integrations guides.

Zendesk (Help Center)

Sync Help Center articles into the training index.

Notion

Workspace pages and databases as knowledge.

Website

Crawl public URLs and linked pages.

Gmail

Email-based knowledge and templates.

Intercom (articles & history)

Help articles and conversation-derived knowledge.

Google Drive

Docs and shared files as sources.

Confluence

Spaces and pages as knowledge.

Shopify (catalog & KB)

Knowledge sync for store content; order tools live under Integrations.

Dropbox

Files and folders as knowledge.

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Features

Smart sync

Scheduled pulls, change detection, and incremental updates where supported.

Secure access

OAuth and scoped tokens; content respects provider permissions.

Content control

Choose what to include, filters, and priorities from the dashboard.

Easy setup

Guided connection flows from Data Sources.

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Best practices

Start with the content your team already trusts: FAQs, product docs, and policies customers ask about most.
Keep titles and structure clear in the source system; the AI inherits that hierarchy in retrieval.
Prefer sources with reliable sync so updates propagate without manual re-exports.
Need help choosing sources? Contact our team for guidance.