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Using Forethought Integrations

Forethought's Integrations are an easy and straightforward way to connect all of your various knowledge sources to Forethought! Through the simple UI, you can quickly set-up new connections that surface supported information through Forethought's Assist, Widget, and Email channels.

To access Integrations:

  1. First, navigate to your Forethought Dashboard and click on the Integrations tab on the left-hand side (located under the Settings dropdown). If you do not see this tab, please reach out to your Forethought CSM to get access.
  2. Once in Integrations, you should see a screen listing connections that are either in Active (meaning the connector is already live) or Available status (meaning the connector is not yet set-up).

Active Connectors

Clicking on a connection that is Active will pull the details of that specific connector, as well as the information required for setting it up. The different statuses for Active connectors are:

    • Connected / Active - the connector is currently active and accessing information.
    • Connected / Warning - the connector is connected but not currently active.
    • Connected / Error - there is an error, or the connector is disconnected.

Opening an Active connector will also provide additional details about its current state.

    • Overview - provides data on set-up and indexing, such as the user who last edited the connector, the last indexing date and status of the job, and whether or not the connector has authorized Forethought to write data to the application. 
    • Setup Instructions
    • General Preferences - these are requirements specific to each individual connector; however, you can edit them to customize the connection experience by clicking the Edit Preferences button.

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Available Connectors

Available connectors are integrations that have yet to be set up. In this state, all connectors will display a status of Disconnected. You can set up a connector by first clicking on it and pulling up the connector details.
Once you open up a proposed connector, you will be presented with:
    • An overview of the connector and knowledge source.
    • Instructions on how to collect the required information and API keys needed for connection.
    • The general requirements and information that are needed to connect to the knowledge source.

To connect, add the required information and click on the Connect button. You will be presented either with a successful connection, and the status will switch to Active, or the system will present an error and remain in the Available section.

Note: Some connectors require a domain and redirect your browser window to an authentication process. Going through the supported authorization links is part of the standard connection process.

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