Why KnowStack? The Complete Workflow How Features Connect Use Case Examples Getting the Most Value
Creating Your Account First Login & Dashboard The General Flow: From Data to Knowledge Understanding Navigation
Website Crawling Email Integration Document Upload Meeting Transcripts Google Drive Import Telegram Integration Slack Integration
Generating a Knowledge Base Iterative Generation
Viewing & Navigating AI Search Editing Content Version Management Exporting Sending a Copy to Another Company Access Control
How Website Chat Works Installing the Widget Allowed Websites Widget Settings Chat Button and Attention Animation Conversations Insights: Unanswered Questions
How Messenger and Instagram Replies Work Connecting a Facebook Page Connecting Instagram The Review Queue Autopilot Reply Settings Insights The 24-Hour Window Recovered Messages Notifications Pausing and Disconnecting
Working with Leads
Inviting Team Members Roles & Permissions
Profile Settings Company Settings Notifications Telegram Notifications
Plans & Pricing AI Usage & Billing
Data Protection Account Security Secure Integrations
Integration Overview Claude Connector Webhooks for New Leads Managing Integrations
Overview Creating a Test AI Question Generation Assigning Tests The Candidate Experience AI Grading and Manager Override Analytics Releasing Results Abandonment and Retakes FAQs Troubleshooting
Tracking Activity
Getting Help Common Issues
Common Questions

Integration Overview

KnowStack integrates with multiple external platforms to collect knowledge from where your team already works. Data sources follow the same pattern: Connect, Select, Fetch, then include in KB generation. Two integrations run the other way, each with its own page below: the Claude connector lets Claude read and update your knowledge bases, and lead webhooks send each new chat lead to your CRM. Customer chat channels (website chat, Messenger and Instagram) have their own sections.

IntegrationConnection MethodWhat It Collects
GmailOAuth 2.0Email messages with sender, subject, body, and labels
IMAP EmailServer credentialsEmail messages from any IMAP-compatible provider
SlackOAuth 2.0Channel messages including threaded replies
TelegramPhone verificationChat messages from private chats, groups, and channels
Google DriveGoogle sign-in, per importCopies of the files you pick: Docs, Sheets, PDFs, Office files, images and audio
Website CrawlURL inputPage content from public websites
Document UploadFile uploadText from PDF, DOCX, XLSX, TXT, CSV and image files
Meeting NotesFile uploadTranscript text from PDF, DOCX, and TXT files
Facebook Pages and InstagramFacebook loginCustomer messages to answer; not used as a knowledge source

Common Integration Workflow

  1. Connect -- Authenticate with the external service (OAuth, credentials, or file upload)
  2. Select -- Choose which items to include (specific email accounts, Slack channels, Telegram chats, etc.)
  3. Fetch -- Pull data from the selected items into KnowStack
  4. Generate -- Include the fetched data in your next KB generation

All integrations support incremental fetching. After the first fetch, subsequent fetches only retrieve new data, making ongoing collection fast and efficient.

Integration Requirements

Collecting data, including document and meeting uploads, requires a Professional plan or higher, or the free trial. The Starter plan can't add data. The Claude connector, lead webhooks, website chat and Messenger and Instagram replies are included on Business, Enterprise and the free trial.