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Import your Confluence spaces, folders, and pages into the Knowledge Base so your Agents and Workflows can search and reference them.
On-premise Confluence connections are available on Enterprise plans. Contact support@cassidyai.com for setup assistance.

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Connect your account

1

Open connected apps

Click your name in the bottom-left of the sidebar, then click the settings icon to open Settings. Select Connected Apps.
Settings sidebar showing the account settings entry point
Connected Apps page in account settings
2

Start the Confluence connection

Find Confluence in the list and click Connect.
Confluence Connect button in the Connected Apps list
3

Log in to Atlassian

Sign in to your Atlassian account in the popup window.
Atlassian account login prompt for Cassidy authorization
4

Accept the access request

Review the permissions and click Accept to grant Cassidy access to your Confluence spaces and pages.
Confluence connection confirmed in Cassidy settings

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Import content

1

Add a Confluence source

Go to your Knowledge Base and click Add. Select Confluence from the list of sources.
Knowledge Base import section showing Confluence as a source
2

Select spaces, folders, or pages

Browse your Confluence workspace and select the spaces, folders, or individual pages you want to import, then click Import.
Space and page selection dialog for Confluence import
Imported content syncs automatically every 24 hours. Enterprise plans support live sync for near-real-time updates. Learn more about sync behavior.

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Next steps

Knowledge Base overview

Learn how to organize and manage your imported content.

Build a Workflow

Automate tasks using your Confluence documentation.