Where possible, you should always try and add knowledge using Connections as you will get much better answer quality as a result.
If files or pages connected are marked “Public” in your My AskAI, no links to internal content will be shared as references when displayed publicly (i.e. as a widget on your site), only when used privately.
Which Help Centers can I connect?
You can connect these Help Centers:- Intercom Help Center
- Zendesk Help Center
- Freshdesk Help Center
Which other knowledge sources can I connect?
You can connect these sources:- Google Drive
- Notion
- Microsoft OneDrive (Personal and Business)
- Dropbox
- SharePoint
- Confluence Knowledge Base
- Salesforce
- Shopify pages, products and customer data
Connect a Help Center
During onboarding:- On the Knowledge step, select Intercom, Zendesk, or Freshdesk.
- Enter the account details that My AskAI requests.
- Approve access to the Help Center.
- Wait for My AskAI to sync the published, public articles.
- Go to Knowledge > Content.
- Find Connected Help Centers.
- Select Intercom, Zendesk, or Freshdesk.
- Enter the account details that My AskAI requests.
- Approve access to the Help Center.
- Wait for My AskAI to sync the published, public articles.
Connect another knowledge source
To connect Shopify, use Knowledge > Content > Connect your store. For all other sources in the list above:- Go to Knowledge > Content > Connect knowledge sources
- Click New connection.
- Select the knowledge source that you want to connect.
- You will then be taken to an authorization screen for the relevant integration.
- Select your account or enter your relevant account details, and grant the necessary permissions, for more help on authorizations, look at instructions for the relevant knowledge source here.
- You will then be shown a page or file picker for your integration.
- Select the files or pages you wish to connect to your AI support agent.
- Confirm your selection.
- These files are now connected to your My AskAI (you can close the file/page picking tab and navigate back to your My AskAI Dashboard to see them being added).
If you select to add a folder or a page with subpages then the connection will sync all files within that folder and any folders (and their content) inside that folder. The same applies for “pages”, all linked pages or subpages will also be added.
How do I delete an individual page or file?
To delete a file from your AI support agent:- Go to Knowledge > Content > Connect knowledge sources > Connected knowledge sources
- Click “Manage”
- Search for and select the file or pages you want to remove and click the trash can icon :wastebasket: next to the item
Note, if you are deleting an article from Zendesk, you will also need to delete it in your My AskAI Knowledge section in the dashboard.
How do I remove a connection?
To disconnect a connection you must delete all content related to that connection, if you need help doing this, please contact us via chat.How often are the connections updated, can I refresh them?
With most connections, each file or page within a connection is checked and updated every 24 hours if files have been modified to ensure content is kept up to date. See the full table below for content update schedules:
If you need to update an item intra-day you can find the item in the relevant connection, then click the “Refresh” icon next to it for an instant update.
Who sees the files and pages I have uploaded?
Connection files and pages are public by default, this means they are used to answer questions in the public-facing widget, this is explained in more detail here. The links to those connections will not be shared when the AI answers questions - this is mainly because the pages and documents are not always accessible.Which file formats can I upload?
You can upload the following file formats:- docx
- txt
- md
- rtf
- tsv
- pptx
How can I upload a CSV, xlsx (Excel) or spreadsheet file?
CSVs and xlsx files are often difficult for AI readers to parse due to the varied structures people use. But that doesn’t mean you can’t use them with your AI agent. There are 2 approaches you can take:- If it is a list of questions, FAQs etc, use Claude or ChatGPT (or your favorite LLM) to convert the file into a markdown, Word, PDF or doc file, here is a prompt you can use (just paste into your chosen AI tool):
- If the file is a list of product data or data to be looked-up, this should be converted to an API. We can do this for you if you are on our Scale plan.

