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A connected source can keep Knowledge current on a schedule instead of relying on manual uploads. Scheduled updates are off until you turn on auto-sync for the source. Connections fall into two groups: content sources that import documents and pages you maintain, and business systems that sync structured records the agent can reference in a conversation. Most connections are set up from Agents > Marketplace or Settings > Connections.

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Content Sources

Property and policy information often already lives somewhere else. Connecting that source lets the agent draw on it directly instead of you copying everything into Conduit by hand, and your edits flow through without a re-import. If you are choosing between them, pick whichever your team actually keeps up to date. A well-structured source nobody maintains is worse than a messy one that is current. Where you need someone to log a broken item in a few taps, Airtable’s form-based entry is usually the deciding factor.
1

Open the connection

Go to Agents > Marketplace or Settings > Connections.
2

Authorize the source

Select Notion, Google Drive, or Airtable and grant access.
3

Select what to share

Choose the specific pages, folders, or files Conduit should have.
4

Import into Knowledge

Import the selected content from Agents > Knowledge and place it in the right folder.
5

Turn on auto-sync

Open the source’s three-dot menu, choose Set auto-sync, and pick a schedule. Until you do, Conduit does not check the source for changes. See Auto-sync Knowledge Sources.

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What You Share

Connecting a source does not hand your whole workspace over. You select which pages, folders, or files are shared, and only those are available to your agent. Anything you do not select stays private and is never used in a conversation.
This matters most for sources that hold more than property information. If your workspace also contains financial records, owner statements, contracts, or staff information, do not share those pages. Share only what a contact could reasonably be told.
Review your selection whenever someone adds a new section to that source. A page added inside a shared folder can be picked up automatically.

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Business Systems

Business system connections supply live operational context rather than documents. The agent retrieves this alongside Knowledge when it answers. Conduit connects to 20+ PMS providers through a unified connection layer, with periodic re-sync to keep listing and reservation data current. Booking platforms are set up from Settings > Connections or the relevant channel setup page.

PMS Setup Guide

Connect your PMS and start syncing property data.
PMS-synced Knowledge is owned by the sync process, so direct edits can be overwritten. See PMS Knowledge before changing any listing content.

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Sync Status

Source-backed Knowledge can show these statuses: Use the file action menu to sync a source again when the source supports manual sync. Failed link imports can be retried from the source list. To keep connected sources current automatically, see Auto-sync Knowledge Sources.
Removing a source from the Sources view deletes the source and every node it generated, and it cannot be undone from Trash. See Managing Knowledge for the difference between deleting a page and removing a source.

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Frequently Asked Questions

No. You choose which pages are shared, and only those are visible to Conduit. Everything else stays private.
Only if that information was shared with Conduit in the first place. The safeguard sits at the point of sharing, so review what you select rather than relying on the agent to be discreet about a document it can read.
If auto-sync is on for the source, the change flows through at the next scheduled sync. That is the main reason to connect a source rather than paste its contents into Conduit. If auto-sync is off, the change only arrives when you sync the source manually or turn on a schedule.
Retry the sync from the file action menu, or retry a failed link import from the source list. If it keeps failing, replace the source with a fresh upload or link.
Processing is queued until quota is available. The source syncs on its own once capacity frees up, so no action is needed.
Yes. If you are using one of these as a single source of truth for property or inventory data, add your onboarding contact as a guest on that account and tell them what you are trying to achieve. They will help with the initial structure.