Knowledge
The Knowledge Base is where you connect your company's data sources and manage what CatalEx has indexed. Once a source is connected and synced, its content becomes searchable in Freeflow and usable by your Studio agents.
Connecting a source
The Knowledge page lists your Connected Sources as cards. CatalEx supports three connectors:
| Source | What gets indexed |
|---|---|
| Google Docs | Documents from Google Drive |
| Slack | Messages and threads from selected channels |
| Confluence | Pages across your accessible spaces |
Each card shows the source's icon, how much is indexed, and a sync-status dot (green = synced recently, yellow = a few hours ago, red = stale, gray = never). Use the toggle to connect or disconnect, and the ⋮ menu for sync actions.
Connecting, disconnecting, and managing syncs requires the ADMIN or OWNER role. Members see sources in read-only form.
Google Docs
Toggle the card on and choose Proceed to authorize with Google. After connecting, CatalEx asks whether to enable periodic sync — this runs a one-time full sync and then keeps your docs up to date automatically (checking roughly every 15 minutes).
From the ⋮ menu you can:
- Sync now — sync a single Google Doc by URL, run an incremental sync (only changed docs), or re-sync all data.
- Enable / Disable Sync — turn automatic updates on or off.
- Sync History — review past syncs, with per-run detail and any failures.
Larger Google Workspace organizations may connect through a service account (Domain-Wide Delegation) instead. In that case an admin pastes service-account credentials in the Setup Credentials dialog, which includes step-by-step setup instructions.
Slack
Toggle the card on and authorize CatalEx in the Slack popup. From the ⋮ menu:
- Manage Channels — choose exactly which channels feed the knowledge base. Each public channel (#), private channel (🔒), and direct message (💬) has an include/exclude toggle.
- Sync now — run a manual backfill and watch live progress.
- Enable / Disable Sync — when enabled, new messages are indexed in real time and a full sync runs every 15 minutes.
Confluence
Toggle the card on and authorize through the Confluence popup. Company accounts may instead enter Atlassian OAuth credentials (a Site URL, Client ID, and Client Secret) and Test them before saving. After connecting, you can enable periodic sync. Confluence indexes all accessible spaces and pages automatically — there's no per-space picker. From the ⋮ menu you can Sync now, View pages, or toggle auto-sync.
Browsing indexed content
Click a card's count (e.g. "128 documents indexed") to open a searchable list of what's indexed for that source. From the list you can open any document, thread, or page in the document viewer, which shows the content broken into the chunks CatalEx searches over.
When you click a citation elsewhere in CatalEx, the viewer opens to the exact passage and highlights it.
Sync status
While a sync runs, a banner and a progress view show how many items have been processed, how many succeeded, and any failures. Each source keeps a history you can revisit to confirm everything indexed correctly.
Disconnecting a source deletes all of its synced data from CatalEx. You can reconnect later, but the content will need to be re-indexed.
FAQ
How often does CatalEx re-index my data? With auto-sync enabled, roughly every 15 minutes. Slack also indexes new messages in real time. You can always trigger a manual Sync now.
Can I control which Slack channels are indexed? Yes — use Manage Channels to include or exclude any channel, including private channels and DMs.
Why is a recently edited document not showing up in answers? It may not have synced yet. Run an incremental sync (Google) or Sync now (Slack/Confluence), then try again.
Who can connect data sources? Only ADMIN and OWNER users. This keeps company data sources under administrative control.