Configuring the Confluence Action

Back to Actions Integrations

Connect the XO Platform to Confluence to create and view pages or blogs in your Confluence space. See Confluence documentation for details.

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Supported Authorization Types

The platform supports OAuth v2.0 for Confluence integration. See App Authorization Overview for details.

Authorization Type	Basic OAuth
Pre-Authorize the Integration	Yes
Allow Users to Authorize the Integration	Yes

Confluence integration can be authorized only for Developer and Enterprise editions. Trial edition is not supported. See Confluence documentation for details.

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Prerequisites

Before enabling Confluence actions:

• Create an Atlassian developer account.
• Create an OAuth app in Atlassian with permission: write:confluence-content offline_access. See Atlassian OAuth documentation.
• Copy the Client ID, Client Secret Key, Authorization URL, and Callback URL.

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Step 1: Enable the Confluence Action

Go to App Settings > Integrations > Actions and select Confluence.

Pre-authorize the Integration (OAuth)

1. In the Configurations dialog, select the Authorization tab.

2. Set Authorization Type to Pre-authorize the Integration > OAuth.

   

System Authorization

Use Kore.ai’s preconfigured Confluence app:

1. Select the System card and click Authorize.

   

2. You are redirected to https://auth.atlassian.com/authorize.

3. Enter your developer account credentials.

4. Click Allow Access to fetch the access token.

Custom Authorization

Create your own authorization profile:

1. Select Custom and click Select Authorization > Create New.

   

2. Select the authorization mechanism (e.g., OAuth v2). See Setting Up Authorization Using OAuth v2.

3. Enter the following credentials:

   Field	Description
   Callback URL	Your callback URL
   Identity Provider Name	Name of the identity provider
   Client ID	OAuth client ID
   Client Secret	OAuth client secret
   Authorization URL	Authorization endpoint URL
   Token Request URL	Token request endpoint URL
   Scope	Required OAuth scopes
   Refresh Token URL	Token refresh endpoint URL

   

4. Click Save Auth, then select the new profile.

   

5. Click Authorize and enter login credentials.

6. Click Allow Access if prompted.

7. Click Save. The Integration Successful pop-up appears on first configuration.

   

The Confluence action moves from Available to Configured.

8. Click Skip for Now to install templates later.

Allow End Users to Authorize (OAuth)

1. In the Configurations dialog, select the Authorization tab.

2. Set Authorization Type to Allow Users to Authorize the Integration > OAuth.

   

System Authorization

1. Select the System card.
2. Click Enable — a link is sent to the end user.
3. The user clicks the link and enters credentials to authorize.

Custom Authorization

1. Select Custom and click Select Authorization > Create New, following the instructions in the Custom Authorization section above.

2. You can also select an existing authorization profile.

   

3. Click Enable.

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Step 2: Install Confluence Action Templates

1. On the Integration Successful dialog, click Explore Templates.

   

2. Click Install for the desired template.

   

3. The associated dialog task is auto-created. Click Go to Dialog or navigate to Automation AI > Use Cases > Dialogs.

4. To use the templates, see Using Confluence Action Templates.