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FTP Server Knowledge Base

Set up an FTP server as a data source for your knowledge base using connection string credentials.

Prerequisites​

  • FTP server hostname or IP address
  • FTP server port (usually 21)
  • FTP server username and password
  • An assistant with Knowledge Base configuration access

Setup Steps​

  1. Navigate to your assistant's Knowledge Base configuration
  2. Add a new data source and select "FTP"
  3. Create a connection string credential with:
    • FTP server host: Enter the FTP server hostname or IP address
    • Port: Usually 21 (default FTP port)
    • Username: Enter your FTP server username
    • Password: Enter your FTP server password
  4. Select the credential and browse FTP folders
  5. Choose files/folders to include in your knowledge base
FTP Knowledge Base Setup FTP Connection String Credential

Credential Details​

  • Credential Type: Connection String
  • Data Format: Host + Port + Username + Password
  • Token Refresh: Not applicable
  • Scope: Can be Personal (USER) or Organization (COMPANY) - see Personal vs Organization Scopes Comparison for guidance

Notes​

  • Connection string credentials store all connection information in a single credential
  • The credential is linked to both the knowledge base data source and the agent that uses the knowledge base
  • You can reuse the same FTP credential across multiple knowledge bases if needed
  • For updating credentials, you'll need to create a new credential and update references in your knowledge base configuration