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Published in Confluence AI

How to set up a Rovo agent for Confluence

Amogh Sarda

Amogh Sarda

Founder

    If you use Confluence regularly, you’ve probably wondered: “Is there a faster way to handle all this repetitive stuff?” The answer might be setting up a Rovo agent or at least, if you don’t mind some limitations which are basic automation within Confluence and don’t require deep integrations, customization, or cost control.  This guide will walk you through how to create and configure a Rovo agent in Confluence.

    Why use a Rovo agent?

    Think of a Rovo agent as your digital assistant in Confluence. Whether it’s answering frequently asked questions, automating document processes, or routing tasks, a Rovo agent takes on the repetitive stuff so you can focus on the fun stuff. Rovo isn’t great with its integration options, so if you want additional integrations and more uses for your AI, don’t forget to check out eesel AI.

    Before you get started

    Preparation is key. Here’s what you’ll need to ensure a smooth setup process:

    • Permissions: Make sure you have admin rights in Confluence. You’ll need them to create or manage agents. You should also be aware of how many users will be on the sites your Rovo will be activated – this has a big impact on your bill. You can find more pricing info here.
    • The Rovo app: Confirm the app is installed and fully functional in your workspace.
    • Clear objectives: Outline what the agent should do. Guiding users, automating processes, or answering specific queries are all common uses for agents.

    Step-by-step: Setting up a Rovo agent

    Step 1: Open the Rovo agent interface

    Log into Confluence and head to the Rovo app in your integrations or apps menu. You’ll find an option to create a new agent or edit an existing one.

    Confluence dashboard creating an AI rovo agent

    Step 2: Define your agent’s purpose

    What role will the agent play? Focus its functionality on one or two key areas, like helping team members find resources or automating routine workflows.

    confluence ai rovo agent set up chat

    Step 3: Configure key settings

    • Agent name and description: Choose a name that reflects the agent’s purpose, and add a description for clarity.

    Confluence atlassian rovo set up description
    • Permissions: Give your Rovo agent access to the right knowledge.
    Confluence AI rovo adding knowledge to the agent

    Step 4: Add actions and workflows

    screenshot of confluence rovo actions screen to set up ai actions in confluence

    This is where your agent comes to life. Add workflows for tasks like:

    • Responding to queries based on specific Confluence pages.
    • Automating actions like creating or editing documents.
    • Running scripts for consistent, repetitive processes.

    Step 5: Test your agent

    Before launching, test the agent thoroughly. Simulate common scenarios to make sure everything works as expected. You can do this by opening up a Confluence page and selecting the Chat button. Look for gaps or misconfigurations that might trip users up.

    screenshot of rovo agent being tested inside confluence

    Step 6: Deploy and monitor

    Once it’s ready, deploy your agent. Keep an eye on its performance and collect feedback to make improvements. Nothing is perfect the first time around!

    Troubleshooting: Common issues and fixes

    Even the best setups can run into snags. Here’s how to handle common problems:

    • Agent isn’t responding: Double-check permissions and make sure workflows are set up properly.
    • Incomplete or incorrect responses: Update the agent’s knowledge base with additional information or refine workflows.
    • Shocked by your bill? Rovo’s per-user pricing can rack up quickly. Double-check your user licenses.
    • Integration issues: Make sure the Rovo app is up to date and compatible with your Confluence version. Review Atlassian’s limited integration options in case your platforms aren’t available, and consider alternatives like eesel AI.

    Rovo agents can be expensive and involve a few hurdles to really set up right. By automating routine tasks, they free up your team to focus on strategic work.

    Looking for more flexibility?

    Rovo works, but it stops short when you want:

    • Broader integrations (Google Drive, Slack, helpdesks, websites)
    • Fully customizable chat widgets
    • Control over tone, escalation behavior, and workflows
    • A fixed, affordable monthly price

    That’s where eesel AI fits in. It’s designed for teams who work across tools and want more control over their AI setup. You can route tickets, automate content workflows, and power up your knowledge base, all with one agent.

    If you’re looking for even more integration options, give eesel AI a try with our free trial. It works seamlessly with Confluence, Google Drive, Slack, and more, offering powerful customization and automation without breaking the bank.

    Get started now
    for free.