Create a Custom Content Source Connector

Next, John Allens creates a custom content source connector by following these steps:

  1. Go to Tools > AI Agent Studio.
  2. Click the Credentials tab.
  3. Click the Connectors tab.
  4. Click Add Connector.
  5. Search for Custom Content Source and click +.
  6. In the Details section:
    1. For Name, enter a name of your choice. For example, Customer Appreciation Events.
    2. For Description, enter a description. For example, Use these articles to answer questions.
    3. For the Reference Key, retain the autogenerated key or enter a unique key of your choice. For example, CUSTOMER_APPRECIATION_EVENTS.
      Note: Make a note of the reference key. You will need to provide this reference key when you define a Data Security Policy for a role.
    4. For the Article ID Prefix, provide a prefix. For example, VCC.
      Note: The application automatically prefixes this prefix ID to the article ID, when it creates an article of this content type. For example, an article of this content type will have an article ID such as VCC37
    5. Select a Family. For example, CX.
    6. Select a Product. For example, Service.
  7. In the Scripting section, the Allow unrestricted JavaScript and HTML option is a security feature that you can use to block any HTML/CSS content in the rich text area fields of your articles. Enable this option only if you want to allow HTML/CSS content in your rich text area fields.
  8. In the Content Schema section:
    1. Click the edit pencil icon next to the Title field.
    2. For Description, enter a description. For example, A short summary of the contents of the article.
    3. Click Update.
    4. Add the following fields:
      • Body
        1. Click the + icon to add another field for your content type.
        2. For Name, enter a name of your choice. For example, Body.
        3. For Description, enter a description. For example, The content of the article.
        4. For the Reference Key, retain the autogenerated key. For example, BODY.
        5. For Field Type, select Full Rich Text Area.
        6. Under Attribute Options, ensure that Searchable is selected.
        7. Click Add.
      • Event Date
        1. Click the + icon to add another field for your content type.
        2. For Name, enter a name of your choice. For example, Event Date.
        3. For Description, enter a description. For example, The event date for the customer appreciation event.
        4. For the Reference Key, retain the autogenerated key. For example, EVENT_DATE.
        5. For Field Type, select Full Rich Text Area.
        6. Under Attribute Options, ensure that Searchable is selected.
        7. Click Add.
  9. Click Create.

The "Customer Appreciation Events" content type is created, and it appears under the Connectors tab.