Connecting Confluence to SysAid allows you to turn your existing knowledge base into a trusted data source for the AI Chatbot. By creating a Confluence dataset, the chatbot can use your organization’s articles, guides, and internal documentation to answer user questions with accurate, context-aware responses.
This helps users get faster, more relevant answers using the content your teams already maintain in Confluence, while reducing repetitive questions and manual effort for IT. Instead of searching through pages or reaching out to support, users can ask the chatbot and get guidance grounded in your own knowledge.
In this article, you’ll learn how to connect your Confluence account to SysAid and create a dataset that makes your knowledge available to the AI Chatbot in a secure and controlled way.
Requirements:
SysAdmin or AI Admin permissions
Confluence account
How it works
The AI Connection creates a link between SysAid and your Confluence account. Once connected, an AI agent runs a synchronization process that pulls content from the selected Confluence space into SysAid.
During the initial sync, the AI agent creates a Document-type dataset named “Confluence – [Space_Key]”. This dataset serves as the knowledge source the AI Chatbot uses to answer user questions based on your Confluence content.
After the first sync completes, the AI agent runs automatically every 10 minutes to keep the dataset up to date. This ensures that changes made in Confluence, such as new or updated pages, are reflected in SysAid without manual effort.
If needed, you can adjust the sync frequency directly in the AI Agent Builder, giving you control over how often Confluence content is refreshed.
Connecting the apps
To connect your SysAid account with your Confluence account:
Log in to https://id.atlassian.com/manage-profile/security/api-tokens.
Select Create API token with scopes.
Give your API token a name that describes what it does. For example, “SysAid-Confluence connection".
Select an expiration date for the API token. Token expiration is 1 to 365 days.
Select Confluence as the app and click Next.
Provide the token with the following permissions:
read:confluence-content.all
read:confluence-content.summary
read:confluence-space.summary
Search:confluence
Tip!
These are the recommended scopes you need to use the prebuilt AI agent. You can add additional scopes if you’d like to create your own AI agents. To see the full list of available scopes, go to Atlassian Developer.
Click Next.
Select Create token.
Please note:You can't recover the API token once you complete this step. We recommend you save your API token in a password manager.
Select Copy, then paste the token to your script, or save it somewhere safe.
Click Close.
In SysAid, go to Settings > SysAid AI Agents > AI Agent Builder.
Search for Confluence Cloud API connection.
Paste the token under the API token generated from Atlassian account security settings field.
In the Confluence Cloud base URL field in SysAid, paste the URL of your Confluence domain.
Add the email account connected to Confluence. It must be the same email account as the user who generated the API token.
You can choose to limit the connection to a specific Space by adding the Space Key to the Default Confluence space key for API operations field.
Tip!
To learn where to find your space key, go to Atlassian Support.
Click Test.
Click Publish.
Configuring the Confluence AI agent
In SysAid, go to Settings > SysAid AI Agents > AI Agent Builder.
Search for the Confluence datapool Sync AI agent.
If you haven’t limited the AI connection to a specific Space in Confluence, you can do it here. Simply ask the builder chat to limit this AI Agent to [Space_Key]. You can then clone it and create an AI agent per space.
Tip!
To learn where to find your space key, go to Atlassian Support.
Click Test.
Click Publish.
The agent will now start creating the relevant dataset.
Next steps
You can configure the newly created Confluence dataset to be available to a specific chatbot. Group, etc.
To learn how to configure the dataset, see Advanced Dataset Configurations.