Connecting sources in Unleash lets you sync knowledge and resources from your favorite apps, based on the content you choose to index. This makes it easy to search for answers, find documents, and access key information across your tools.
You can connect sources during setup or at any time, depending on your permissions. Workspace admins can restrict which apps can be connected or whether users can connect sources at all.
With integrations for over 70 apps, Unleash helps you build a centralized, searchable knowledge base.
👉 View full list of supported apps
Need more than one connected source from the same app? No problem, Unleash supports multiple sources per app.
Sources Table Overview
The Source Table gives you a snapshot of all connected sources. Here’s what each column means:
App: The app icon.
Name: Custom source name (editable).
Connected with: The account used to connect the source.
Connection type: Whether the source is Private, Discovery, or Permission-Based. Learn more.
Created by: User who connected the source.
Creation time: Date the source was added.
Scope: What was indexed from the source (editable for Confluence, Jira, and Zendesk).
Last sync: Date and time of last successful sync.
If the sync wasn’t successful, there will not be a timestamp.
Status: The source’s status, Active, Sync failed, or Expired credentials.
Source Status Definitions
You can view the current status from the Source Table or within the Source Drawer:
Active: Source is synced and used in search and Q&A.
Sync Failed: The sync process encountered an issue.
Expired Credentials: Reauthorization needed.
You can only add a source to assistants after the initial sync on that source is complete.
Sync Status Indicators
Icons will indicate the current sync state:
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- Source is syncing
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- Auto-sync is turned off
Connecting New Sources
To connect new sources:
Click on the
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Control Center.Click on
Sources.Click +New Source.
Select the app you want to connect to.
Click Connect and follow the authentication steps.
Add a time filter or click Do it later.
The source will appear in your Source Table.
Connecting Additional Accounts
You can connect multiple account sources from the same app. Simply repeat the steps for connecting a new source to add each account.
Source Drawer
Clicking a source opens the Source Drawer, where you can:
View all source details
Rename the source
Change sync settings
Manage time filters and visibility
Naming Sources
Make it easier to identify and manage your sources by giving each one a clear, custom name.
To rename a source:
Click on the
Control Center.Click on
Sources.Click on the source you want to rename.
Edit the name field.
Changes are saved automatically.
Connection Type
Each source shows one of the following connection types:
Private: Only visible and searchable by the user who connected it (e.g., personal calendars, drives).
Discovery: Indexed for visibility, but access is subject to app permissions.
Permission-Based: Shared with users/groups based on defined permissions by the workspace admin or source creator.
Learn more about shared vs. private sources.
Managing Sync Settings
By default, automatic sync is enabled. Workspace admins, owners, and source creators can:
Enable/disable auto-sync
Force a manual sync
View the last successful sync timestamp
Note: Turning off auto-sync during an ongoing sync will apply after the sync finishes.
How to Enable/Disable Automatic Sync:
Click on the
Control Center.Click on
Sources.Select the source you want to manage. This will open the Source Drawer.
Toggle Automatic Sync on or off.
Important Notes:
Manual Sync: Workspace admins, owners, and source creators can manually trigger a sync at any time, regardless of whether automatic sync is enabled or disabled, by clicking Force Sync below the Auto Sync toggle.
Note: Force sync is not available for failed sources or sources whose credentials are expired.
Expired Credentials: While you can toggle automatic sync, no changes will affect sources with expired credentials. To resolve this, reauthorize the sources.
Editing a Source’s Scope
Editing a source’s scope allows you to change which data or resources are synced from an integration without having to recreate the source. This is especially useful when new spaces, projects, or resources are added over time. Currently, this is only available for Confluence, Jira, Zendesk and Slack sources, with more integrations to be supported soon.
Who can edit?
Admin: Can edit scopes for all shared sources.
Member: Can edit scopes for their own private sources.
Note: You can edit the scope of a source that is in Active or Failed status. Sources in Initial Sync or Stale status cannot be edited.
To edit the scope of a source:
Go to the Sources table.
Find the source you want to modify.
Open the source drawer by clicking on the three dots next to the status of the source.
Click
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Edit Scope.You’ll be taken to the scope selection screen, where your previously configured scopes are already selected.
Review and update the scopes as needed.
Click Next.
Adjust the time filter if necessary.
Click Done to save your changes.
Note: Depending on your changes, the system will automatically decide whether to perform a full sync or an incremental sync.
Time Filters
To empower you with greater control over the scope of your search and reduce noise when receiving results, the Relative Time Filter enables you to limit the time ranges of the information you index when connecting sources. This applies to both private and shared sources.
The time filter can be configured at the final stage of the source connection process (optional) or at any time from the Sources page. Filters can be edited to reduce or increase the time frame, and the changes will take effect the next time the source data is synced.
Time filters are not supported by the following apps:
BambooHR
Azure Active Directory
Google People Directory
Hibob
Okta
Available Time Frames for the Time Filter
You can add a Last Updated filter, or you can search for a time frame or select it from within the following preset time frames:
Last 30 days
Last 3 months
Last 12 months
Last 18 months
Last 24 months
Custom
Before a specific date
After a specific date
Between two specific dates
The last filters operate relatively:
This means that these filters are dynamic and depend on the current date. They don't filter data based on fixed periods but rather on periods relative to the present moment.
For instance, choosing "Last 3 months": This filter implies that it will select data from the past 3 months up to the current day. So, if today is March 28th, it will include data from January 28th to March 28th. As time progresses, the filter will update itself and it will delete the first month's data and move the time to the current past 3 months. For example, on April 28th, the filter will now include data from February 28th to April 28th, effectively shifting the window of the "last 3 months" forward by one month.
Assistants
This section displays all assistants that use this source as a data source. Each assistant is listed with its name, icon, and the last person who updated it, providing a quick overview of where this source is currently in use.
You can click on any assistant to open its configuration directly, making it easy to review or update settings quickly.
This feature is available for both private and shared sources. Users will only see assistants they have access to, whether full or limited, ensuring visibility remains secure and relevant to their permissions.
Source Visibility
When a workspace admin shares a source with you, you can toggle the option to show or hide resources from this sourcein your search results. This is useful if the source is irrelevant to you and you prefer not to see these resources in your search results. By default this option is toggled on.
To toggle off source visibility:
Click on the
Control Center.Click on
Sources.Click on the relevant source.
Toggle Include this source in my search results off.
Updating Sources
Source credentials can expire. Reauthorize them easily from the source drawer.
To reauthorize a source’s credentials:
Click on the
Control Center.Click on
Sources.Click on the relevant source.
Click Reauthorize.
Disconnecting Sources
To disconnect a source:
Click on the
Control Center.Click on
Sources.Click on the relevant source.
Click Delete Source.