Connect knowledge workspaces

Puntego can index approved content from Zendesk Help Center, Intercom Articles, Mintlify docs, Notion, Confluence, and Google Drive. Content anyone can read without signing in answers visitors; everything else stays internal until you choose otherwise (see Who each source answers). Every connector is read-only and never edits the provider workspace.

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Choose a connector

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See what was indexed and what was skipped

Knowledge → Sources shows how many pages are indexed against your plan’s allowance. Each source lists what it indexed and what it skipped, with one reason per skipped item:

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Who each source answers

The Answers column on Knowledge → Sources says who each source answers. Visible to visitors is on each connector card. Turning it on for anything that isn’t public to everyone asks for confirmation first, because visitors will get answers from every article, page, or file that connection reads. Turning it off takes effect right away. A change applies to what the source already indexed, without another sync, and is recorded with who made it. Content a source indexed before visitor answers were available is updated by its next sync: the card says Updating until then, and Sync now applies it right away. Disconnecting a source removes everything it indexed.

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Connect Zendesk Help Center

1. Open Knowledge → Sources and choose Connect Zendesk Help Center.
2. Enter your Help Center address, for example acme.zendesk.com. For a custom Help Center domain, use the zendesk.com address shown in Admin Center.
3. If your Help Center requires sign-in, add an agent email and API token.
4. Select Connect & sync.

Restricted articles (signed-in users or a user segment) and drafts are never indexed; they appear as skipped. A Help Center that requires sign-in starts internal, because its articles are not public even when they are visible to everyone who signs in. Puntego checks this again before every sync: if a Help Center starts requiring sign-in, a source that answered visitors by default becomes internal right away (recorded in the visibility history), and one you made visible yourself keeps your choice and shows Needs attention.

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Connect Intercom Articles

1. In Intercom, create an access token that can read articles.
2. Choose Connect Intercom Articles, pick your workspace region, paste the token, and select Connect & sync.

Only articles published to a Help Center are indexed. Drafts and articles without a Help Center address appear as skipped. Intercom Articles starts internal: the Intercom API doesn’t say whether a published article is shown to everyone or only to signed-in users or chosen audiences, so turn on Visible to visitors only if every published article is for customers.

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Connect Mintlify docs

Choose Connect Mintlify docs, enter the public address of your docs (for example https://docs.acme.com), and select Connect & sync. Puntego reads the site’s llms.txt (or its sitemap) and each page’s markdown, honoring robots.txt for PuntegoBot. Pages behind sign-in appear as skipped.

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Connect Notion

Choose Connect Notion. Notion asks which pages Puntego may read; only those pages are indexed. Where the Notion app is not configured, the dashboard instead asks for an internal integration token:

1. Create a Notion internal integration with read access.
2. Share only the pages Puntego should learn.
3. Enter the token and, optionally, a root page ID or URL.
4. Select Connect & sync.

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Connect Confluence

1. Select Connect Confluence and approve the requested read-only OAuth access.
2. If the account exposes more than one site, choose the intended site.
3. Choose between 1 and 20 spaces, then select Save & sync.

Puntego does not silently widen the selection when another space is added to the site. Change the approved space list explicitly from the connector card.

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Connect Google Drive

1. Select Connect Google Drive and approve the requested read-only OAuth access.
2. Open the Google Picker from the connector card.
3. Choose between 1 and 50 supported files, then sync.

The Picker accepts Google Docs, Sheets, and Slides plus supported document and text formats. Selecting a folder does not grant Puntego an implicit recursive scope.

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Credential and sync safety

• Provider credentials and refresh tokens are encrypted and never returned by the connector API or written to logs.
• OAuth state is single-use and bound to the signed-in workspace session; Google and Notion use PKCE.
• Requests go only to the provider’s official hosts. A public docs site is read through the same SSRF guard as website sources.
• Imported content is sanitized before indexing: hidden text, comments and scripts are dropped, and indexed text is treated as information, never as an instruction. It cannot trigger an action.
• Connected sources sync daily. Each sync re-indexes only what changed and removes what was deleted in the provider.
• If a refresh fails after a successful sync, the last good snapshot remains available. The exception is a provider that answers with nothing Puntego may index: every article deleted, or Mintlify docs that now require sign-in. That sync removes what the source indexed, and the card shows why.

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Test, refresh, or disconnect

Use Test for a read-only provider check and Sync now after content changes. If nothing changed, Puntego records a successful sync without re-indexing. Disconnecting requires confirmation. Puntego erases the provider credential, revokes active sync work, and removes every indexed item from the source. It never changes provider content.