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  1. Assembled
  2. AI agents and Copilot
  3. Knowledge

Confluence integration

Updated

Plans and permissions:

  • Add-on: AI agents or Copilot, billed separately
  • Connect Confluence: Admin role, or a custom role with Configure third-party integrations set to Can configure third-party integrations
  • Change the access level of synced pages: Admin role, or a custom role with Knowledge management settings set to Can edit knowledge management settings

Use the Confluence integration to let Copilot and AI agents use your Confluence pages when they draft replies and resolve cases. Assembled syncs the pages you choose and keeps them up to date.

To set it up, go to Configure > Third-party integrations and find the Confluence card under AI products only.

Note: The integration can see only the Confluence pages that the account you connect with can see. Make sure that account can access every page you want to sync.

Connect Confluence

  1. In Confluence, sign in with the account the integration will use, and create an API token without scopes. Atlassian explains how in Manage API tokens for your Atlassian account.
  2. In Assembled, go to Configure > Third-party integrations. On the Confluence card, select Configure integration.
  3. In Domain Name, enter your Confluence domain. It ends in .atlassian.net, such as example.atlassian.net.
  4. In Email, enter the email address of the account that created the API token.
  5. In API Key, paste the token.
  6. Optional: to sync only some pages, select Filter by spaces, parents, or labels, and fill in the filters described below.
  7. Select Add.

Assembled starts syncing your pages, and then checks for changes every 15 minutes. Archived pages and earlier versions of pages aren’t synced.

Filter options

The Confluence filter options, with spaces ENG and CMD, one ancestor page ID, and two labels filled in above the Cancel and Add buttons

Filter What it syncs
Spaces Pages in these spaces. Enter each space key, such as ENG, and press Enter.
Ancestors Pages under these parent pages. Enter each page ID, such as 4326031395, and press Enter.
Labels Pages with these labels. Enter each label name, such as kb-article-questions, and press Enter.

The filters are combined with OR: a page syncs if it matches any of them. For example, if you filter by spaces A and B and label C, Assembled syncs pages in space A or space B, and pages labeled C.

How Confluence pages are tagged

Each synced page is tagged with its space ID and space key, the ID and title of each ancestor page, and its labels. Use these tags in Knowledge mapping rules to control which pages are used for which cases.

Access levels for Confluence pages

Confluence pages sync as Internal knowledge: Copilot can use them, but AI agents can’t use them in replies to customers. To let AI agents use a page, change its access level to External in Configure > Knowledge. Your change stays in place when the page syncs again. See Knowledge access levels.

Limit what Assembled can access

  • Change the account’s permissions. The integration sees only what the connected Confluence account can see.
  • Use filters. Sync only certain spaces, parent pages, or labels.
  • Delete pages in Assembled. Pages you delete in Configure > Knowledge aren’t synced again. See Delete articles.

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