Knowledge Base

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

Create a data source

1. Navigate to Project Settings → Knowledge Base
2. Click New Data Source
3. Enter a unique Name for the data source
4. Select a Type from the dropdown
5. 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

SharePoint

Slack

Notion

Snowflake

After filling in all fields, click Save — Confident AI will attempt to connect immediately.

Salesforce

Salesforce uses OAuth rather than static credentials.

1. Open the Salesforce data source detail page
2. Click Connect Salesforce
3. Choose Production (login.salesforce.com) or Sandbox (test.salesforce.com)
4. Click Continue to Salesforce — you will be redirected to authorize Confident AI
5. 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:

1. Open the Documents data source detail page
2. Drag and drop files onto the upload area, or click to browse
3. 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

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.