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This page covers ingestion — getting your content into the AI’s training index so it can ground answers. If you want the AI to operate a third-party platform (route tickets, send messages, run AI Actions), those capabilities live under Integrations. Vendors that appear in both — Zendesk, Shopify, Intercom, Front — link across from each overview page.
Knowledge sources land in the AI’s vector index. The agent retrieves from them at answer time and cites them in replies. Connect once; the content stays in sync.
Configure sources at AI Training → Data Sources.

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Connect today

Match the source system first — don’t duplicate content just to suit the connector. Not on the list? Browse Additional sources — every entry has a Request button that goes straight to our roadmap queue.
Don’t double up on the same content. If you sync a Zendesk Help Center through the Zendesk source, don’t also run the website crawler against help.yourcompany.com — you’ll index every article twice and the AI will surface duplicates.

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How a source gets connected

1

Open Data Sources

Sign in to your OpenCX dashboard and go to AI Training → Data Sources.
2

Pick the source

Click Add source and select the connector. Each source has its own credential fields — the Connect page for each vendor mirrors the dashboard form label-for-label.
3

Wait for the first sync

The first run pulls everything historical. It takes minutes to hours depending on volume. Progress shows on the source row.
4

Verify in AI Instructions

Open AI Training → AI Instructions. Synced content appears grouped by source. Check a known article — it should show with the source name and the expected visibility (eye icon).

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What to expect after connecting

AI Instructions

Rules, Q&A pairs, and AI persona edited directly in OpenCX.

Help Center

Author customer-facing articles that also train the AI.

Additional sources

Don’t see your tool? Browse and request it.

Agent Knowledge overview

The three ways OpenCX learns.