Learn about Synced Knowledge Banks

Learn about the Synced Knowledge Banks feature

A Synced Bank has no 'upload' area, instead, this bank will show any integrated content from your chosen source. These banks will contain any content sourced from an integration such as Google Drive or Sharepoint.

Files cannot be deleted from a synced bank, however, edits can be made to the metadata of the files such as display name, description, and summary. Any changes made to the metadata will be honored during the syncing process.

Under the Manage tab of the left-hand navigation bar, go to the Knowledge section, here you will be able to configure the Banks for your agents. From the drop down you will see New Synced Bank.

In order to find out more about integrations, please go to integrations or speak to your Customer Success Executive.