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Overview

The Shieldbase Library is a centralized repository that unifies fragmented data from various sources by storing, organizing, and enabling access to aggregated information. This serves as a single source of truth for company data.
The Library works together with Integrations to create your complete knowledge base

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Integrate data from third-party connectors

Shieldbase’s connectors are pre-built tools that create a seamless link between Knowledge Base and various third-party applications and services. These connectors use APIs (Application Programming Interfaces) to securely access and retrieve data from these external sources. APIs act as a set of rules and protocols that allow different software applications to communicate with each other. Once a connection with the sources are established, any changes or new data from the external source will automatically be indexed and available for use in the Shieldbase suite of AI capabilities including AI Assistant, Workflows, Chatbot, and Reporting. When data is integrated from various sources, it inherits the role-based access control (RBAC) of the original source. This ensures that the data’s security settings are maintained even when it’s made available in a new environment. You can find the necessary API keys for each connector in its settings. There are various ways to integrate data to the Knowledge Base: • APIs: Integrate data from third-party systems • Import from ChatGPT: Import threads from ChatGPT into Shieldbase. • Library Documents: Upload new files directly into the Library. • Web Search: Activate to enable external search from various search engines including Google Web Search, DuckDuck Go, and Bing. • Website & Resources: Specify URLs from which to crawl and index data. Shieldbase automatically reads and indexes the content up to three levels deep from the initial URL. • Custom HTTP Requests: Shieldbase will read and index the websites with custom parameters in the URL or even APIs.

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Library

The library consists of all information collected from various connectors. Whether data is pulled through API integration or uploaded manually, they are ingested and indexed for it to be readable by AI.

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Data integration

Data pulled and indexed from third-party sources is searchable and accessible within the Library. The key distinction is that Shieldbase does not duplicate your data. Instead, it builds an index. Think of it like a search engine. Shieldbase scans your data (e.g., documents in Google Drive, records in a CRM) and creates a searchable index. This index contains metadata and a reference to the original data, but it does not store a complete, redundant copy of the files or information on its servers.

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Upload new file

Upload files directly from the local drive into the library. Uploaded files are automatically ingested and indexed to be readable by AI.
💡 Tip: You can adjust video playback speed using the gear icon (⚙️) in the video player controls.
Currently, Shieldbase can index the following file formats:
  • PDF (.pdf)
  • CSV (.csv)
  • ZIP (.zip)
  • Excel (.xlsx)
  • Word (.doc)
  • Word (.docx)
  • JPEG (.jpg)
  • PNG (.png)
  • Plain Text (.txt)
  • Rich Text Format (.rtf)

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Pro Tips

If you do not see a connector that you want to pull the data from, request a new connector to be added as a data source by contacting support@shieldbase.ai.
If you need to index a file format that is not on this list, please send a request to support@shieldbase.ai. We are continuously working to expand our capabilities and will consider making the requested format available.
A high-quality knowledge base is built on curated content, not just a data dump. To ensure its effectiveness, first cleanse and refine your data, as the quality of your input directly determines the quality of the AI output.

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Best Practices

Regular Updates

Keep your integrated data sources updated regularly for fresh information

Data Organization

Organize your library with clear naming conventions and folder structures

Security First

Always use secure API keys and review access permissions

Quality Control

Regularly audit and clean your data to maintain accuracy

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Common Use Cases

Connect your CRM to automatically sync customer data, sales pipelines, and contact information for AI-powered sales insights.
Upload company policies, procedures, and documentation to create an AI-searchable knowledge base for employees.
Use web crawling to monitor competitor websites and industry news for automated market analysis.
Integrate project management tools to track tasks, timelines, and team performance across all projects.
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