Knowledge Base
Connect external data sources to build a knowledge base for evaluation dataset generation.
The Knowledge Base lets you connect external platforms or upload documents directly so Confident AI can automatically generate evaluation datasets from your existing content, rather than creating test cases manually.
Supported sources
| Source | Connection method | Description |
|---|---|---|
| Google Drive | Credentials | Sync documents from a specific Google Drive folder |
| SharePoint | Credentials | Sync documents from Microsoft SharePoint |
| Slack | Credentials | Sync messages from Slack channels |
| Notion | Credentials | Sync content from Notion pages and databases |
| Snowflake | Credentials | Query data from a Snowflake database |
| Salesforce | OAuth | Sync data from your Salesforce org |
| Documents | File upload | Upload files directly as a knowledge base |
Create a data source
- Navigate to Project Settings → Knowledge Base
- Click New Data Source
- Enter a unique Name for the data source
- Select a Type from the dropdown
- Click Create — you are taken to the data source detail page to configure credentials
Configure credentials
Each source type requires different credentials. Open the data source detail page to fill them in.
Google Drive
| Field | Description |
|---|---|
| Service Account JSON | Paste the full JSON from a Google Cloud service account with read access to the folder |
| Folder URL | URL of the Google Drive folder to sync (e.g. https://drive.google.com/drive/folders/...) |
SharePoint
| Field | Description |
|---|---|
| Tenant ID | Your Azure tenant identifier (UUID) |
| Client ID | Your Azure app registration client ID |
| Client Secret | Your Azure app registration secret |
Slack
| Field | Description |
|---|---|
| Bot Token | A Slack bot token starting with xoxb- |
Notion
| Field | Description |
|---|---|
| Integration Token | Your Notion integration secret (starts with secret_) |
Snowflake
| Field | Description |
|---|---|
| Host | Your Snowflake account hostname (e.g. xy12345.us-east-1.snowflakecomputing.com) |
| Role | The Snowflake role to use (e.g. ACCOUNTADMIN) |
| Warehouse | The virtual warehouse to use (e.g. COMPUTE_WH) |
| Database | The database name (e.g. ANALYTICS) |
| Schema | The schema name (e.g. PUBLIC) |
| Username | Your Snowflake username |
| Password | Your Snowflake password |
After filling in all fields, click Save — Confident AI will attempt to connect immediately.
Salesforce
Salesforce uses OAuth rather than static credentials.
- Open the Salesforce data source detail page
- Click Connect Salesforce
- Choose Production (
login.salesforce.com) or Sandbox (test.salesforce.com) - Click Continue to Salesforce — you will be redirected to authorize Confident AI
- After authorization, you are returned to the detail page and the connection is established automatically
To switch orgs or refresh access, click Reconnect Salesforce at any time.
Documents
The Documents source lets you upload files directly rather than pulling from an external platform.
Supported file types: .txt, .pdf, .docx, .md, .markdown, .mdx
Maximum file size: 25 MB per file
To upload documents:
- Open the Documents data source detail page
- Drag and drop files onto the upload area, or click to browse
- Uploaded files appear in the documents list immediately
To remove a document, click the delete icon on its row. Multiple files can be uploaded in a single operation.
Sync (connector sources)
For all sources except Documents, data is pulled from the external platform via sync. Two sync modes are available from the data source detail page:
- Manual sync — click Sync to pull the latest data on demand
- Automatic sync — select a sync frequency from the schedule dropdown to keep data current automatically
| Frequency | Interval |
|---|---|
| Manual sync only | No automatic sync |
| Every hour | Hourly |
| Every 2 hours | Every 2 hours |
| Every 6 hours | Every 6 hours |
| Every 12 hours | Every 12 hours |
| Every 24 hours | Daily |
The Last synced timestamp on the detail page shows when data was last pulled successfully. Sync and the schedule dropdown are disabled until the data source is connected.
Manage data sources
From the Knowledge Base list, each row has action buttons to Sync, Edit, or Delete a data source. Deleting a data source is permanent and cannot be undone.
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