Integrations

DistiForge can connect to external systems to extend what your portal can do — from syncing documents automatically to creating support tickets from AI conversations. All integrations are configured under the Integrations tab within each portal's admin console.

Each integration has:

• A form where you enter your credentials

• A Test Connection button to verify everything works before saving

• A status indicator showing whether the connection is active

Cognidox

Cognidox is a document management system commonly used in the electronics distribution industry. Connecting it to DistForge lets you browse and sync product documentation directly from your Cognidox instance without manually downloading and re-uploading files.

What You Will Need

• Your Cognidox instance web address

• A Personal Access Token from your Cognidox account (your Cognidox admin can generate this for you with read access to the relevant categories)

Setup Steps

1. Navigate to Integrations > Cognidox.

2. Enter your Instance URL: the web address of your Cognidox system.

3. Enter your Personal Access Token.

4. Click Test Connection to confirm ProductIQ can reach your Cognidox instance.

5. Click Save.

Once connected, you can use Cognidox as a data source. When creating a data source, you will be able to browse your Cognidox category tree and select which categories to sync. See Data Sources for details.

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Jira

The Jira integration lets DistiForge create support tickets directly from AI chat conversations. When a user's question cannot be resolved by the assistant, a ticket can be raised in Jira with the full conversation context, saving time and ensuring nothing falls through the cracks.

What You Will Need

• Your Jira instance web address (for example, your company's Atlassian URL)

• The email address associated with your Jira account

• A Jira API token (generated from your Atlassian account settings at id.atlassian.com)

• The project key for the Jira project where tickets should be created (your Jira admin can provide this)

Setup Steps

1. Navigate to Integrations > Jira.

2. Enter your Jira URL, Email, API Token, and Project Key.

3. Click Test Connection to confirm ProductIQ can access your Jira project.

4. Click Save.

How Ticket Creation Works

Once configured, tickets can be created from:

• A specific AI chat message: using the "Create Ticket" action available on individual messages

• The escalation flow: when a portal visitor asks to speak with a person or requests human support

Each ticket is created with the conversation context, the visitor's details, and a link back to the portal session so your support team has everything they need.

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SharePoint

The SharePoint integration lets DistiForge access documents stored in a SharePoint document library and use them as a data source for product content.

What You Will Need

Your IT or Azure administrator will need to set up an application registration in Microsoft Azure. They will need to:

• Register a new application in Azure Active Directory

• Grant it read access to SharePoint sites

• Generate a client secret for the application

Once that is done, they can provide you with the four values needed to configure the integration.

Setup Steps

1. Navigate to Integrations > SharePoint.

2. Enter the following values (your Azure administrator can provide these):

   • Site URL The web address of the specific SharePoint site containing your product documents

   • Tenant ID Your organization's Microsoft tenant identifier

   • Client ID The application ID from the Azure app registration

   • Client Secret The secret key generated for the app

   • Site URL The web address of the specific SharePoint site containing your product documents

3. Click Test Connection to confirm access.

4. Click Save.

Once configured, you can use the SharePoint connection when creating a new data source.

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Google Drive

The Google Drive integration lets DistiForge access files in a Google Drive folder and use them as a data source.

What You Will Need

Your IT team will need to set up a service account in Google Cloud. They will need to:

• Create a service account in Google Cloud Console

• Share the target Drive folder with the service account

• Download the service account credentials file

Setup Steps

1. Navigate to Integrations > Google Drive.

2. Upload or paste in the Service Account Key file provided by your IT team.

3. Enter the Folder ID - this is found at the end of the folder's URL when you open it in Google Drive (for example, the long string of letters and numbers after folders/ in the URL).

4. Click Test Connection to confirm access.

5. Click Save.

Once connected, the Google Drive folder is available as a source option when creating data sources.

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Troubleshooting Integration Errors

If an integration shows an Error status, the most common causes are:

• An API token or password has expired and needs to be regenerated

• A service account's access was revoked and needs to be restored

• The external service's web address has changed

• Network or firewall settings are blocking the connection

To fix an error, re-enter your credentials and click Test Connection to verify the connection is working before saving.