> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conduit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect

> Connect channels, integrations, Knowledge sources, and tools before teaching a V3 agent.

## Overview

Before an agent can work reliably, it needs the right channels, facts, and capabilities. Connect these first so the rest of the setup is grounded in real workspace data.

## Connect Channels

Channels bring customer conversations into Conduit. Start with the channels your team already uses:

* Email
* WhatsApp
* Phone and SMS
* Chat widget
* Slack for internal workflows

Use the setup guides in **Connect Channels** for channel-specific instructions.

## Connect Business Systems

Business systems give Conduit structured data and sometimes tools. Use **Settings > Connections** or **Agents > Marketplace** to connect PMS, CRM, helpdesk, data-source, and app integrations.

Connected systems can provide:

* Structured contact or reservation context
* Data-source Knowledge imports
* Connection tools the agent can call
* Workflow trigger data

## Tools

Tools let an agent take action or retrieve live data. Configure workspace defaults in **Agents > Tools**, then override access from an individual agent's **Tools** tab.

Use tools for actions such as booking an appointment, looking up availability, creating an internal record, calling an integration, or running an AI-triggered workflow.

## Knowledge Sources

Sources become retrievable Knowledge for agents.

<Steps>
  <Step title="Open Knowledge">
    Go to **Agents > Knowledge**.
  </Step>

  <Step title="Add a source">
    Click the add button and choose **Link** or **Document**.
  </Step>

  <Step title="Choose a destination">
    Put the source in the folder where the topic belongs.
  </Step>

  <Step title="Wait for sync">
    Review the source status until it is synced or fix any failed imports.
  </Step>
</Steps>

Documents and links are imported from the V3 Knowledge Base add menu. Connected data-source imports are managed from their integration source pages when Knowledge sync is available. See [Knowledge Base](/build-your-agent/knowledge-base/overview) for source limits, sync states, versions, and deletion behavior.

## Connect Checklist

* Channels are receiving conversations in Conduit.
* Business systems are connected in Settings or Marketplace.
* Knowledge sources are imported and synced.
* Required tools are enabled at the workspace level.
* Individual agents have only the tool access they need.


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