Once connected, your Agents can search knowledge base articles, categories, and content from Document360 through Knowledge Grounding. You control which Connectors are active for each conversation: toggle Document360 on or off from the Knowledge Grounding filter in the chat input bar.
Setting up
Navigate to your Connections page
Go to Settings, then open the Connections tab. Find Document360 in the list of available connectors.
Get your API key
In Document360, go to Settings > API Tokens and generate a new token with read access.
What your Agents can access
Once connected, your Agents have access to knowledge base articles, categories, and content from Document360. This content becomes searchable through Knowledge Grounding and is referenced when relevant to your requests. Your Document360 data works alongside your other connected tools and Vault documents to give your Agents a comprehensive view of your organization’s information.Having trouble setting up this Connector? Contact us at support@trusapien.com.
Knowledge Grounding
How your Agents search your connected data
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