Ever get a question like "Does your product integrate with Slack?", and you think to yourself, "Our Product Documentation would be a great resource on this!"

Now you can link any public page or entire site as a source to Conveyor, such as your help site, public documentation, or marketing website.

Doing so can increase ConveyorAI's ability to answer questions on your questionnaires and RFPs, without adding maintenance burden to Conveyor itself.

Note: external sources refresh every week!

🎥 Here's a one-minute overview! 🎥

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Only Public Sites are supported at this time

Please note, if your external source is behind a login (such as an internal wiki, hosted on a gated Confluence site), ConveyorAI will not be able to read from it at this time. Currently, ConveyorAI can only read from public sources such as marketing sites, public help sites, and product documentation.

Adding external sources

🎥 Here's a two-minute instructional video about how to set up External Sources (yes, it's that easy!) 🎥

External sources are managed in the Knowledge Base section of Conveyor, under the External Sources sub-tab:

Click "Add a Public Site" or "Add new source --> Public Site" to add a new source.

In the next modal, you'll see the following fields:

• Name (required): Give your external source a memorable name, like "Slack Reference Page."
• Product Scope (optional, only appears if you have Product Linesset up). If this page only applies to one or a subset of your products, you can select the applicable products here. If it applies to all your products, leave this field blank.
• URL (required): The page to be included, or the root URL of the site to include.
• Also source from this URL's sub-pages. (Optional): Check this box if you are providing the root URL of a larger source, such as a marketing site or help documentation. All sub-pages will be crawled and included. Please note that large sites will increase the time it takes for the source to sync.

Once you hit "Save and Sync," the source will sync, and then appear as "Active":

Toggling External Sources for ConveyorAI

You can toggle External Source as in or out of scope for ConveyorAi by hitting the gear icon on the Questionnaires page:

External Sources in ConveyorAI

Once you have External Sources active and enabled for answer generation, you'll start seeing them pop up as sources!

Hint: Click the "link" icon to insert a link to the cited page in the answer.