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Configuring knowledge-base integrations

Brian Mohr Updated by Brian Mohr

Configure your HelpDesk+ bot to integration with your preferred knowledge-base. This allows for ticket avoidance and/or rapid ticket resolution by allowing your users to find documented answers easily.

What to know

Knowledge-base self service support

How to configure integration support

Confluence and HelpDocs.io knowledge-base services utilize custom domain names and require URL configuration. Other services are based on a single base domain name and are not customizable
  1. Navigate to your account portal.
  2. Click the Integrations setting under HelpDesk+.
  3. Ensure that the Add integrations for Helpdesk control is enabled.
  4. Select your preferred integration from the drop down.
  5. If applicable, enter the base url for your knowledge-base service.
    1. Click the Test integration URL button to perform a basic search and confirm the integration working.
  6. Click the Save Settings button.

Advanced Confluence configuration

The following covers configuring confluence filters to generate a specific integration URL. The same method can be applied to other integrations that support filters in the URL.
  1. Navigate to Confluence.
  2. Open advanced search.
  3. Configure and apply relevant filters.
  4. Enter sample text in your search.
  5. Update the generated Confluence URL so that &text= is the last value in the URL. Also remove the search value test
  6. Copy that full URL as your Custom integration URL and save in your HelpDesk+ account portal integration settings.

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