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Overview

Context integrations give your AI agent access to data, documents, and business systems. The more relevant context your agent has, the fewer escalations it needs to make and the higher your automation rate climbs. Context sources fall into three categories: business system integrations that sync structured data automatically, document integrations that import files and pages, and direct imports for one-off uploads.

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Business System Integrations

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Property Management Systems

For hospitality and property management teams, connecting a PMS brings property data, reservation details, amenities, pricing, and check-in instructions into Conduit. The system automatically creates contacts from reservations and keeps data synced. Conduit integrates with 15+ PMS providers through a unified connection layer. Key features:
  • Automatic listing and reservation data sync
  • Knowledge generated from property details
  • Contact creation from incoming reservations
  • Periodic re-sync to keep information current

PMS Setup Guide

Connect your PMS and start syncing property data.
PMS-synced Knowledge is managed by the sync process. Edits you make directly to synced content can be overwritten on the next sync. To add or override information, create a manual Knowledge page instead.

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CRM Platforms

Connect your CRM to sync contact records, deal stages, and account history. Your AI agent can reference CRM data when responding to contacts and update records through workflow actions. Setup: Open Build > Marketplace or Settings > Connections, then select your CRM provider.

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E-commerce Platforms

Connect e-commerce platforms to give your AI agent access to order data, product catalogs, and customer purchase history. This enables the agent to answer order status questions, process returns, and handle product inquiries. Setup: Open Build > Marketplace or Settings > Connections, then select your e-commerce provider.

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Booking Platforms

Connect online travel agency (OTA) and booking platforms to receive messages and reservation data directly in Conduit. Setup: Open Settings > Connections or the relevant channel setup page, then select your booking platform.

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Document Integrations

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Google Drive

Connect Google Drive to import documents, spreadsheets, and files into your AI’s Knowledge Base. Imported content becomes searchable Knowledge. Setup:
  1. Open Build > Marketplace or Settings > Connections
  2. Select Google Drive and authorize access
  3. Import the files or folders into Build > Knowledge

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Notion

Connect Notion to import pages and databases into your AI’s Knowledge Base. Content from Notion pages becomes searchable Knowledge that your agent can reference in conversations. Setup:
  1. Open Build > Marketplace or Settings > Connections
  2. Select Notion and authorize access
  3. Import the pages into Build > Knowledge
Both Google Drive and Notion integrations support scheduled syncing, so your AI’s knowledge stays up to date as documents change.

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Direct Imports

You can also import knowledge directly without an integration:
SourceHow to Import
PDFsUpload from Build > Knowledge > Document
CSVsUpload from Build > Knowledge > Document
Web PagesAdd from Build > Knowledge > Link
Hosted DocumentsLink to publicly accessible documents

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Import Process

  1. Open Build > Knowledge
  2. Click the add button and choose Link or Document
  3. Choose the folder where the source belongs
  4. Start the import and wait for the source to sync
Imported content becomes searchable Knowledge that your AI agent can retrieve when answering questions. Keep pages and source folders focused on clear topics for the best retrieval accuracy. See Knowledge writing principles for guidance.

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How Context Powers Your AI

When a contact sends a message, the AI engine:
  1. Analyzes the question and identifies what information is needed
  2. Searches across connected context sources such as Knowledge, PMS data, CRM records, and imported documents
  3. Retrieves the most relevant information
  4. Uses that context to generate an accurate response
The more complete and well-organized your context sources are, the more confidently your AI agent can respond without escalating to a human. For details on how the AI engine processes information, see Inside the AI Engine.