{"id":58130,"date":"2023-07-24T08:15:04","date_gmt":"2023-07-24T07:15:04","guid":{"rendered":"https:\/\/developer.kore.ai\/v10-1\/?p=58130"},"modified":"2023-07-24T09:29:28","modified_gmt":"2023-07-24T08:29:28","slug":"configuring-the-confluence-action","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/integrations\/configuring-the-confluence-action\/","title":{"rendered":"Configuring the Confluence Action"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p><span style=\"font-weight: 400;\">The XO Platform lets you easily connect with your Confluence instance to create, and view pages or blogs on the Confluence space. <\/span><a href=\"https:\/\/support.atlassian.com\/confluence-cloud\/resources\/\"><span style=\"font-weight: 400;\">Learn more about Confluence<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This article explains how to authorize and enable the <\/span><b>Confluence<\/b><span style=\"font-weight: 400;\"> action and install the pre-built template.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Authorizations_Supported\"><span style=\"font-weight: 400;\">Authorizations Supported<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The Kore.ai XO Platform supports OAuth v2.0 authentication to allow a Confluence integration to exchange data. For more information, see <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/advanced-topics\/authorization\/bot-authentication\/\"><span style=\"font-weight: 400;\">Bot Authorization Overview<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Kore.ai XO Platform supports the following authorization types for the Confluence integration:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Pre-Authorize the Integration<\/b><span style=\"font-weight: 400;\"> \u2013 To make the integration process smoother for developers and customers, you can pre-authorize it by providing the necessary authorization credentials to obtain the access token.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Allow Users to Authorize the Integration <\/b><span style=\"font-weight: 400;\">\u00a0\u2013 This method requires the end user to provide credentials during the conversation for authorization. This authorization process involves requesting permission for Kore.ai\u2019s Confluence app to access an access token at runtime.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>NOTE<\/b><span style=\"font-weight: 400;\">: The Confluence integration can be authorized only for the Developer and the Enterprise editions. You cannot authorize Confluence\u2019s Trial edition. To learn more about Confluence, see <\/span><a href=\"https:\/\/support.atlassian.com\/confluence-cloud\/docs\/configure-confluence-cloud\/\"><span style=\"font-weight: 400;\">Confluence documentation<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td><b>Authorization Type<\/b><\/td>\n<td><b>Basic OAuth<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Pre-authorize the Integration<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Allow Users to Authorize the Integration<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"ult-spacer spacer-6ae865be435e8\" data-id=\"6ae865be435e8\" data-height=\"10\" data-height-mobile=\"10\" data-height-tab=\"10\" data-height-tab-portrait=\"\" data-height-mobile-landscape=\"\" style=\"clear:both;display:block;\"><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Step_1_Enable_the_Confluence_Action\"><span style=\"font-weight: 400;\">Step 1: Enable the Confluence Action<\/span><\/span><\/h2>\n<p><b>Prerequisites<\/b><span style=\"font-weight: 400;\">:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before enabling the Confluence actions, complete the following prerequisites:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a developer account in Atlassian and note down login credentials.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create an OAuth app in Atlassian and grant permission to write:confluence-content offline_access. See<\/span> <a href=\"https:\/\/developer.atlassian.com\/cloud\/jira\/platform\/oauth-2-3lo-apps\/#overview\"><span style=\"font-weight: 400;\">Confluence Documentation<\/span><\/a><span style=\"font-weight: 400;\"> for more information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Copy the Client ID, Client Secret Key, Authorization URL, and Callback URL and keep them ready to enable the Confluence integration.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Steps to enable the Confluence action:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations &gt; Actions<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Once you click the <b>Actions<\/b> menu, all integrations are shown in the <b>Available<\/b> region. Select the <b>Confluence<\/b> action.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083612\/confluence_action.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"890\" class=\"alignnone size-medium wp-image-58142\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083612\/confluence_action.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083612\/confluence_action.png 1917w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083612\/confluence_action-300x139.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083612\/confluence_action-1024x475.png 1024w\" sizes=\"auto, (max-width: 1917px) 100vw, 1917px\" \/><\/a><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Pre-authorize_the_Integration\"><span style=\"font-weight: 400;\">Pre-authorize the Integration<\/span><\/span><\/h3>\n<p><b>OAuth<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can authorize the integration using developer credentials. The developer authorization lets you authorize the integration with the preconfigured Kore.ai app or use the custom authorization profile to let a developer configure the integration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to authorize a Confluence action using developer credentials:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations &gt; Actions<\/b><span style=\"font-weight: 400;\"> and select the <\/span><b>Confluence<\/b><span style=\"font-weight: 400;\"> action.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the <\/span><b>Configurations<\/b><span style=\"font-weight: 400;\"> dialog, select the <\/span><b>Authorization<\/b><span style=\"font-weight: 400;\"> tab.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the following details:<\/span>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><b>Authorization Type<\/b><span style=\"font-weight: 400;\"> \u2013 Select the <\/span><b>Pre-authorize the Integration<\/b><span style=\"font-weight: 400;\"> option, and then select the <\/span><b>OAuth<\/b><span style=\"font-weight: 400;\"> option.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083751\/confluence_action1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"953\" height=\"833\" class=\"alignnone size-medium wp-image-58145\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083751\/confluence_action1.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083751\/confluence_action1.png 953w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724083751\/confluence_action1-300x262.png 300w\" sizes=\"auto, (max-width: 953px) 100vw, 953px\" \/><\/a><br \/>\n<strong>System Authorization<\/strong><br \/>\nPre-authorize Confluence integration with the necessary authorization credentials to obtain the token to access external services.<\/li>\n<li><span style=\"font-weight: 400;\">Select the <\/span><b>System<\/b><span style=\"font-weight: 400;\"> card to enable Kore.ai\u2019s preconfigured Confluence app and click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">.<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084016\/confluence_action2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"953\" height=\"833\" class=\"alignnone size-medium wp-image-58148\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084016\/confluence_action2.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084016\/confluence_action2.png 953w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084016\/confluence_action2-300x262.png 300w\" sizes=\"auto, (max-width: 953px) 100vw, 953px\" \/><\/a><\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Once you click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">, you are redirected to <\/span><a href=\"https:\/\/auth.atlassian.com\/authorize\"><span style=\"font-weight: 400;\">https:\/\/auth.atlassian.com\/authorize<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Enter your developer account credentials to connect with your Confluence Account successfully.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Click the <\/span><b>Allow Access<\/b><span style=\"font-weight: 400;\"> button to use Kore.ai\u2019s app to fetch the access token to complete the authorization.<\/span><br \/>\n<strong>Custom Authorization<\/strong><br \/>\nCreate your custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai\u2019s Confluence app for authorization.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Select <\/span><b>Custom<\/b><span style=\"font-weight: 400;\"> to enable the custom authorization profile.<\/span><\/li>\n<li aria-level=\"3\"><span style=\"font-weight: 400;\">Click the <\/span><b>Select Authorization<\/b><span style=\"font-weight: 400;\"> drop-down and select the <\/span><b>Create New<\/b><span style=\"font-weight: 400;\"> option.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084139\/confluence_action3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"958\" height=\"831\" class=\"alignnone size-medium wp-image-58151\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084139\/confluence_action3.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084139\/confluence_action3.png 958w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084139\/confluence_action3-300x260.png 300w\" sizes=\"auto, (max-width: 958px) 100vw, 958px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Select the type of authorization mechanism. For example, select the OAuth v2 option. To create custom OAuth profiles, read the <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/advanced-topics\/authorization\/bot-oauthv2-clientcredentials\/\"><span style=\"font-weight: 400;\">Setting Up Authorization Using OAuth v2<\/span><\/a><span style=\"font-weight: 400;\"> article.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Enter the following authentication credentials for the OAuth v2 mechanism:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Call back URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Identity Provider Name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Client ID<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Client Secret<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Authorization URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Token Request URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Scope<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"4\"><span style=\"font-weight: 400;\">Refresh Token URL<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084513\/confluence_action4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"955\" height=\"898\" class=\"alignnone size-medium wp-image-58154\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084513\/confluence_action4.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084513\/confluence_action4.png 955w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084513\/confluence_action4-300x282.png 300w\" sizes=\"auto, (max-width: 955px) 100vw, 955px\" \/><\/a><\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"3\"><span style=\"font-weight: 400;\">Click <\/span><b>Save Auth<\/b><span style=\"font-weight: 400;\"> to save Authorization Profile.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Select the new <\/span><b>Authorization Profile<\/b><span style=\"font-weight: 400;\"> you created to enable integration.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084744\/confluence_action5.png\"><img loading=\"lazy\" decoding=\"async\" width=\"949\" height=\"832\" class=\"alignnone size-medium wp-image-58157\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084744\/confluence_action5.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084744\/confluence_action5.png 949w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724084744\/confluence_action5-300x263.png 300w\" sizes=\"auto, (max-width: 949px) 100vw, 949px\" \/><\/a><\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Once you click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">, you are redirected to <\/span><a href=\"https:\/\/auth.atlassian.com\/authorize\"><span style=\"font-weight: 400;\">https:\/\/auth.atlassian.com\/authorize<\/span><\/a><\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Enter login credentials to connect with your Confluence Account successfully.<\/span><\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Click the <\/span><b>Allow Access<\/b><span style=\"font-weight: 400;\"> button if prompted to let your custom app fetch the access token to complete the authorization.<\/span><\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Once the authorization is successful, you will see a success message.<\/span><\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">. When you configure the action for the first time, the Integration Successful pop-up is displayed.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085023\/confluence_action7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"706\" height=\"273\" class=\"alignnone size-medium wp-image-58160\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085023\/confluence_action7.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085023\/confluence_action7.png 706w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085023\/confluence_action7-300x116.png 300w\" sizes=\"auto, (max-width: 706px) 100vw, 706px\" \/><\/a><br \/>\n<strong>Note<\/strong>: The Confluence action is moved from Available to Configured region.<\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">You can also click the <\/span><b>Skip for Now<\/b><span style=\"font-weight: 400;\"> button to install the Dialog Task templates later. To learn how to use action templates, read the <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/integrations\/using-the-confluence-action-templates\/\"><span style=\"font-weight: 400;\">Using the Confluence Action Templates<\/span><\/a><span style=\"font-weight: 400;\"> article.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"ult-spacer spacer-6ae865be43d1a\" data-id=\"6ae865be43d1a\" data-height=\"10\" data-height-mobile=\"10\" data-height-tab=\"10\" data-height-tab-portrait=\"\" data-height-mobile-landscape=\"\" style=\"clear:both;display:block;\"><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Allow_End_User_to_Authorize\"><span style=\"font-weight: 400;\">Allow End User to Authorize<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You can authorize the integration at a user level with their login credentials. The user authorization process involves requesting permission for Kore.ai\u2019s Confluence app to access an access token at runtime. You can also use the custom authorization profile to fetch the access token based on user credentials.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to authorize a Confluence action at a user level:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations &gt; Actions<\/b><span style=\"font-weight: 400;\"> and select the <\/span><b>Confluence<\/b><span style=\"font-weight: 400;\"> action.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the Configurations dialog, select the <\/span><b>Authorization<\/b><span style=\"font-weight: 400;\"> tab.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the following details:<\/span>\n<ul>\n<li><b>Authorization Type<\/b><span style=\"font-weight: 400;\"> \u2013 Select the <\/span><b>Allow Users to Authorize the Integration<\/b><span style=\"font-weight: 400;\"> option, and then select the <\/span><b>OAuth<\/b><span style=\"font-weight: 400;\"> option.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085456\/confluence_action6.png\"><img loading=\"lazy\" decoding=\"async\" width=\"958\" height=\"833\" class=\"alignnone size-medium wp-image-58163\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085456\/confluence_action6.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085456\/confluence_action6.png 958w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085456\/confluence_action6-300x261.png 300w\" sizes=\"auto, (max-width: 958px) 100vw, 958px\" \/><\/a><br \/>\n<strong>System Authorization<\/strong><br \/>\nThe end user has to provide credentials during the conversation to authorize users for Confluence integration to obtain the access token.<\/li>\n<li><span style=\"font-weight: 400;\">Select the <\/span><b>System<\/b><span style=\"font-weight: 400;\"> card to enable Kore.ai\u2019s preconfigured Confluence app.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Once you click the <\/span><b>Enable<\/b><span style=\"font-weight: 400;\"> button, a link is sent to the end user to authorize the integration.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Click the link and enter the login credentials to allow the user to authorize the integration.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><br \/>\n<strong>Custom Authorization<\/strong><br \/>\nCreate your custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai\u2019s Confluence app for authorization.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Select Custom to <\/span><b>enable<\/b><span style=\"font-weight: 400;\"> the custom authorization profile.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Click the <\/span><b>Select Authorization<\/b><span style=\"font-weight: 400;\"> drop-down and select the <\/span><b>Create New<\/b><span style=\"font-weight: 400;\"> option. Follow the instructions in the <\/span><b>Custom Authorization<\/b><span style=\"font-weight: 400;\"> section.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">You can also select an existing authorization profile as shown below:<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085937\/confluence_action9.png\"><img loading=\"lazy\" decoding=\"async\" width=\"955\" height=\"828\" class=\"alignnone size-medium wp-image-58166\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085937\/confluence_action9.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085937\/confluence_action9.png 955w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085937\/confluence_action9-300x260.png 300w\" sizes=\"auto, (max-width: 955px) 100vw, 955px\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">Click the <\/span><b>Enable<\/b><span style=\"font-weight: 400;\"> button. The users will see the authorize option during the runtime.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"ult-spacer spacer-6ae865be43fe8\" data-id=\"6ae865be43fe8\" data-height=\"10\" data-height-mobile=\"10\" data-height-tab=\"10\" data-height-tab-portrait=\"\" data-height-mobile-landscape=\"\" style=\"clear:both;display:block;\"><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2><span class=\"ez-toc-section\" id=\"Step_2_Install_the_Confluence_Action_Templates\"><span style=\"font-weight: 400;\">Step 2: Install the Confluence Action Templates<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once you have configured a Confluence integration, you can explore and install action templates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to install action templates:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">On the Integration Successful dialog, click the <\/span><b>Explore Templates<\/b><span style=\"font-weight: 400;\"> button to view the templates.<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085023\/confluence_action7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"706\" height=\"273\" class=\"alignnone size-medium wp-image-58160\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085023\/confluence_action7.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085023\/confluence_action7.png 706w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724085023\/confluence_action7-300x116.png 300w\" sizes=\"auto, (max-width: 706px) 100vw, 706px\" \/><\/a><\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li><span style=\"font-weight: 400;\">In the Integration Templates dialog, click the <\/span><b>Install<\/b><span style=\"font-weight: 400;\"> button for a template to begin the installation.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090707\/confluence_action8.png\"><img loading=\"lazy\" decoding=\"async\" width=\"693\" height=\"343\" class=\"alignnone size-medium wp-image-58171\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090707\/confluence_action8.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090707\/confluence_action8.png 693w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090707\/confluence_action8-300x148.png 300w\" sizes=\"auto, (max-width: 693px) 100vw, 693px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once the template is installed, click the <\/span><b>Go to Dialog<\/b><span style=\"font-weight: 400;\"> button to view the dialog task.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once all templates are installed, a dialog task for each template is auto-created.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090848\/confluence_action10.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"460\" class=\"alignnone size-medium wp-image-58174\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090848\/confluence_action10.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090848\/confluence_action10.png 1917w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090848\/confluence_action10-300x72.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724090848\/confluence_action10-1024x246.png 1024w\" sizes=\"auto, (max-width: 1917px) 100vw, 1917px\" \/><\/a><\/span><\/li>\n<li><span style=\"font-weight: 400;\">Select the desired dialog task from the templates and click <\/span><b>Proceed<\/b><span style=\"font-weight: 400;\">. For example, select the <\/span><b>Create Content<\/b><span style=\"font-weight: 400;\"> task.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091159\/confluence_action11.png\"><img loading=\"lazy\" decoding=\"async\" width=\"956\" height=\"539\" class=\"alignnone size-medium wp-image-58177\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091159\/confluence_action11.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091159\/confluence_action11.png 956w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091159\/confluence_action11-300x169.png 300w\" sizes=\"auto, (max-width: 956px) 100vw, 956px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once you click <\/span><b>Proceed<\/b><span style=\"font-weight: 400;\">, the dialog task is auto-created, and the canvas opens with all required entity nodes, service nodes, and message scripts.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091341\/confluence_template.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1482\" height=\"903\" class=\"alignnone size-medium wp-image-58180\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091341\/confluence_template.png\" alt=\"\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091341\/confluence_template.png 1482w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091341\/confluence_template-300x183.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230724091341\/confluence_template-1024x624.png 1024w\" sizes=\"auto, (max-width: 1482px) 100vw, 1482px\" \/><\/a><\/span><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"The XO Platform lets you easily connect with your Confluence instance to create, and view pages or blogs on the Confluence space. Learn more about Confluence. This article explains how to authorize and enable the Confluence action and install the pre-built template. Authorizations Supported The Kore.ai XO Platform supports OAuth v2.0 authentication to allow a...","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[201],"tags":[],"class_list":["post-58130","post","type-post","status-publish","format-standard","hentry","category-integrations"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/58130","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=58130"}],"version-history":[{"count":6,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/58130\/revisions"}],"predecessor-version":[{"id":58189,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/58130\/revisions\/58189"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=58130"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=58130"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=58130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}