Integrating Data from Other Products

This chapter covers how to integrate Skylar Advisor with Slack and Microsoft Teams, and to share conversations and import external data.

Sharing Information with Slack and Microsoft Teams Integrations

On the Integrations page ( > Account Settings > Account Access > Integrations), you can create integrations with Slack and Microsoft Teams using webhooks. These integrations let users share an Ask Skylar conversation with other users by using the Share a Conversation icon () and the Collaborate pane.

Creating an Integration with Slack or Teams

Before you can create the integration in the Skylar Advisor user interface, you will first need to locate a webhook in either Slack or Teams. To locate the webhook, see the documentation for Slack or Teams, or ask Skylar AI using the Ask Skylar feature.

To create an integration with Slack or Teams:

In Skylar Advisor, go to the Integrations page ( > Account Settings > Account Access > Integrations) and click Add Integration. A drop-down appears.
Select either Slack or Microsoft Teams. An integration pane appears to the right.
Complete the following fields:

Integration Name. Type a name for this integration.
Enabled. To use this integration immediately, leave this option at the default (blue). To disable this integration, click the toggle to turn it white.
Advisor Instances. Select one or more instances in your Skylar Advisor system where you want to be able to share conversations.
Webhook URL. Paste the webhook URL you found for Slack or Teams.

Click Save.
To test the connection, click the Test Connection button at the bottom of the integration pane.

Sending a Conversation to Slack or Teams

To send a conversation to a Slack or Teams channel:

From the Ask Skylar prompt box for an existing conversation, click the Collaborate with others icon () at the bottom right. A Collaborate pane appears.
Click the Slack or Teams button. A Send to window appears.
Complete the following fields:

Select Channels. For Teams only, select a channel from the list.
Title. Type a title for the conversation.
Summary. Update the existing summary as needed.
Compact Summary. Click this button to have Skylar Advisor optimize the summary before sending it to the channel.

Click Send to Slack or Send to Teams. The conversation is sent to the specified channel, with a link to return back to the Ask Skylar conversation. The conversation is also added to the Shared section on the Recent Activity tab of the Dashboards page. You might need to click the refresh icon () to see the most recent questions and answers in this conversation.

Importing ServiceNow Data into Skylar Advisor

If you use ServiceNow to track incidents, alerts, or cases, or if you want to sync your ServiceNow Knowledge Base (KB) articles, you can use the "Skylar Advisor" SyncPack to import that ServiceNow data into Skylar Advisor using Skylar Automation.

The "Skylar Advisor" SyncPack lets you retrieve the content of KB articles from ServiceNow and send those articles as PDF attachments for Skylar Advisor to ingest. You can also synchronize the following ServiceNow data types:

Incidents
Cases
Alerts (Event Management)
Change Requests

To enable these features, you need to create an access token in Skylar Settings. For more information, see Creating Access Tokens for Users.

When you have the Skylar Advisor access token, you need to add it to a configuration object in Skylar Automation along with the SyncPack. For more information, see the Skylar Advisor SyncPack manual.

Minimum Version Requirement

The "Skylar Advisor" SyncPack requires "ServiceNow Base" SyncPack 4.0.0 or later.

The SyncPack does not require a specific version of the ServiceNow release.

Supported Data Synchronization

To enable these features, you need to create an access token in Skylar Settings. For more information, see Creating Access Tokens for Users. When you have the Skylar Advisor access token, you need to add it to a configuration object in Skylar Automation along with the SyncPack. For more information, see the Skylar Advisor SyncPack manual.

The following table lists the ServiceNow data types that you can synchronize with Skylar Advisor:

Data Type	Supported	Direction	Notes
Knowledge Base articles	Yes	Unidirectional	Includes PDF attachments under 4 MB each.
Incidents	Yes	Bidirectional	Advisories can create incidents in ServiceNow.
Cases	Yes	Unidirectional
Alerts (Event Management)	Yes	Unidirectional
Change Requests	Yes	Unidirectional
Problems	No		Not yet available.

Knowledge Base Filtering

Skylar Advisor supports ServiceNow encoded query filters for knowledge base synchronization.

Synchronization Approach

Initial historical load. Pulls all existing Knowledge Base articles for onboarding and backfill scenarios.
Maintenance sync. Picks up records created or updated within the configured lookback period. This lightweight sync can run at a frequency you agree on with ScienceLogic.

Available Controls

Current controls are structural rather than content-based. You can scope which parts of the ServiceNow estate are ingested, but you cannot apply every filter within that scope.

Filter or Control	Supported	Details
Organization or business unit	Yes	Ingestion is partitioned by ServiceNow domain and company. Unmapped records default to a catch-all organization, so confirm organization mapping before onboarding.
Domains or folders	Yes	Can be used to scope ingestion.
Age	Yes	Can be used to limit content by age.
Tags	No	Not currently available.
File types	PDF only	PDF attachments must be under 4 MB each.