Skip to main content

Confluence

Confluence

Connect your ept AI chatbot with Confluence to access and search your pages, spaces, and documentation for intelligent responses.

Back to Integrations Overview

Overview​

The Confluence integration enables your ept AI chatbot to:

  • Search and access Confluence pages and spaces
  • Provide context-aware responses based on documentation content
  • Access both public and private spaces (with proper permissions)
  • Maintain secure OAuth authentication with Atlassian

The integration uses secure OAuth authentication and follows the standard ept AI integration pattern: create an integration in the ept AI app, then configure a channel to use that integration.

Prerequisites​

Before setting up the Confluence integration, ensure you have:

  • Confluence Instance: Active Confluence instance (Cloud or Server)
  • Admin Access: Ability to create and configure OAuth applications
  • Space Access: Access to spaces you want to integrate
  • ept AI Setup: Your ept AI chatbot configured and ready

Setup Instructions​

Step 1: Create OAuth Application in Atlassian​

  1. Create OAuth App in Atlassian:

    • Go to Atlassian Developer Console
    • Click "Create" and select "OAuth 2.0 integration"
    • Configure the app:
      • Name: "ept AI Confluence Integration"
      • Description: "AI-powered Confluence page search and access"
      • Redirect URI: https://your-ept-ai-domain.com/oauth/confluence/callback
      • Scopes: Select required permissions:
        • read:confluence-content - Read Confluence content
        • read:confluence-space - Read space information
        • read:confluence-user - Read user information

  2. Get OAuth Credentials:

    • Note your Client ID and Client Secret
    • These will be used to establish the OAuth connection

Step 2: Create Confluence Integration in ept AI​

  1. Access Integration Settings:

    • Log into your ept AI dashboard
    • Navigate to Configuration > Integrations
    • Click "Create Integration"
    • Select "Confluence" from the available integrations

  2. Configure OAuth Connection:

    Client ID: your-atlassian-client-id
    Client Secret: your-atlassian-client-secret
    Confluence URL: https://your-instance.atlassian.net/wiki
    Redirect URI: https://your-ept-ai-domain.com/oauth/confluence/callback

  3. Authorize Connection:

    • Click "Connect to Confluence"
    • Complete the OAuth authorization flow
    • Grant necessary permissions to ept AI

Step 3: Configure Confluence Channel​

  1. Create Channel:

    • Navigate to Configuration > Channels
    • Click "Create Channel"
    • Configure the channel:
      • Channel Name: "Confluence Documentation Assistant"
      • Channel Type: Select "Confluence"
      • Integration: Select the Confluence integration you created
      • Knowledge Source Configuration: Choose your documentation-focused KSC

  2. Configure Channel Settings:

    {
      "confluence_channel_config": {
        "integration_id": "confluence_integration_123",
        "knowledge_source": "confluence-docs-ksc",
        "space_access": {
          "spaces": ["SPACE1", "SPACE2"],
          "include_private": true,
          "include_archived": false
        },
        "content_types": {
          "pages": true,
          "blog_posts": true,
          "attachments": true,
          "comments": false
        },
        "page_types": {
          "documentation": true,
          "meeting_notes": false,
          "project_pages": true,
          "knowledge_base": true
        },
        "search_options": {
          "fuzzy_matching": true,
          "space_filtering": true,
          "relevance_threshold": 0.7
        }
      }
    }

Configuration Options​

Space Access Settings​

  • Space Selection: Specify which Confluence spaces to include
  • Private Spaces: Include private spaces (requires permissions)
  • Archived Spaces: Include or exclude archived spaces
  • Space Types: Filter by space types (team, knowledge, etc.)

Content Types​

  • Pages: Access Confluence pages and documentation
  • Blog Posts: Include blog posts in search results
  • Attachments: Process page attachments and files
  • Comments: Include page comments (optional)
  • Drafts: Include draft pages (optional)

Page Processing​

  • Page Types: Filter by specific page types or labels
  • Content Extraction: Extract text content from pages
  • Format Preservation: Maintain page formatting and structure
  • Attachment Handling: Process and include page attachments

Use Cases​

Documentation Management​

  • Knowledge Base Search: Quickly find relevant documentation and guides
  • Process Documentation: Access procedures and workflows
  • Project Documentation: Find project plans and specifications
  • Training Materials: Access training guides and tutorials

Team Collaboration​

  • Meeting Notes: Access meeting notes and action items
  • Project Updates: Find project status and updates
  • Team Knowledge: Access team-specific information
  • Best Practices: Find organizational best practices

Knowledge Management​

  • Content Discovery: Discover relevant documentation across spaces
  • Knowledge Gap Identification: Identify missing documentation
  • Content Quality: Improve documentation quality through AI feedback
  • Content Synchronization: Keep AI knowledge current with Confluence updates

Best Practices​

Space Organization​

  1. Clear Structure: Organize spaces with clear naming conventions
  2. Page Hierarchy: Use consistent page hierarchies and navigation
  3. Labels and Tags: Use labels and tags for better categorization
  4. Regular Maintenance: Keep content current and well-organized

Integration Configuration​

  1. Space Selection: Only include relevant spaces for your use case
  2. Content Filtering: Use page type filtering to focus on documentation
  3. Access Control: Limit access to private spaces as needed
  4. Performance Optimization: Configure search settings for optimal performance

Security Considerations​

  1. OAuth Scopes: Only request necessary permissions for security
  2. Private Space Access: Carefully manage access to private content
  3. Token Security: Secure OAuth tokens and credentials
  4. Audit Logging: Monitor access to Confluence content

Troubleshooting​

Common Issues​

Authentication Problems:

  • Verify OAuth credentials are correct
  • Check that redirect URI matches exactly
  • Ensure proper OAuth scopes are configured

Space Access:

  • Confirm access permissions to specified spaces
  • Check space visibility settings (public/private)
  • Verify user permissions and group memberships

Content Processing:

  • Verify pages exist in specified spaces
  • Check page permissions and access rights
  • Review content extraction settings

Getting Help​