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.