Creating a Zoom Virtual Agent knowledge base with Confluence

Requirements for creating a Zoom Virtual Agent knowledge base with Confluence

• Account owner or admin privileges; or relevant role/privilege
• Basic, Pro, Business, Education, or Enterprise account
• Zoom Virtual Agent license
• Established connection in the Integrations page

Limitations of creating a Zoom Virtual Agent knowledge base with Confluence

• Permissions:
  • View Pages (read:page:confluence)
  • View labels (read:label:confluence)
  • View space details (read:space:confluence)
  • View and download content attachments (read:attachment:confluence)

How to create a Zoom Virtual Agent knowledge base with Confluence

1. Sign in to the Zoom web portal.
2. In the navigation menu, click AI Management and then Knowledge Base.
3. Click Add Knowledge Base.
4. Select Integrations.
5. Search for and select from the available Confluence connections.
6. Under Integration details, provide the following information:
   • Knowledge base name: Enter a display name for your knowledge base.
   • Confluence cloud: Click the drop-down and select the specific Confluence instance that you want to connect to.
   • Confluence space: Click the drop-down and select the specific area within the Confluence instance where the knowledge base is located.
   • Language: From the drop-down, select the language that corresponds to the content in your Confluence knowledge base.
7. Click Next.
8. In the Categories section, deselect the checkboxes next to category names if you want to exclude the categories that you do not wish to include.
9. Click Next.
10. Under Customization, select or deselect the article elements to include in your sync as content:
    • Include images in articles: Include images in the extracted content displayed as answers.
    • Include videos in articles: include videos in the extracted content displayed as answers.
    • Extract tables: Extract and display tables from the original content.
      • Keep table structure: Maintain the original table structure when extracting tables.
      • Convert to plain text: Convert tables into plain text.
    • Highlight answers in the original article URL: Highlight answer section on the original article. This setting is not applicable if answer generation is enabled in bot settings or AI Expert Assist.
    • Use complete article as answers: Select the checkbox to only display full articles as answers. This setting is not applicable if answer generation is enabled in bot settings or AI Expert Assist.
    • Initial Sync: The toggle is enabled by default to trigger an initial sync when the knowledge base is created. Clicking the toggle will disable the sync.
11. Click Create.
    You will be directed to the Articles tab where you can see the list of articles and adjust the knowledge base settings in the Settings tab.