Use content connectors to let Document Agents search external image or DAM systems when generating presentations. When images from content connectors are enabled, admins can choose whether agents search the Templafy Image Library before content connectors, or content connectors before the Templafy Image Library.
Prerequisites
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How content connector images are used
When images from content connectors are enabled, Document Agents can use connector images automatically during presentation generation. The user does not manually select a connector image while creating the presentation.
- The Document Agent creates an image search query from the slide content and the image placeholder.
- The agent searches the first source selected under Search for images in.
- If no suitable image is selected from the first source, the agent searches the second source.
- If a connector exposes virtual libraries, the agent searches image virtual libraries and ignores non-image virtual libraries.
- When searching content connectors, the first image returned by the first connector with search results is sent to presentation assembly and inserted into the generated presentation.
Choose the image search order
Use the Images from content connectors setting to define how Document Agents combine the Templafy Image Library with enabled content connectors.
- In the Admin Center, open the AI Agents settings where Images from content connectors is configured.
- Select Enable images from content connectors.
- Under Search for images in, select one of the following options:
- The Templafy image library first, then content connectors: Select this to prefer centrally managed Templafy Image Library assets and use content connectors when no suitable library image is selected. This is the default option.
- Content connectors first, then the Templafy image library: Select this when the preferred images are managed primarily in an external DAM or another connected content source.
- Save the setting.
Set up an image content connector
For more information about Content Connectors and how they are configured in Integrations Management, see Content Connectors.
- In the Admin Center, go to Integrations.
- Open the Available tab to install a new content connector, or open the Installed tab to edit an existing connector.
- Configure a connector listed under Content Connectors.
- Configure authentication so the connector can be used without end-user sign-in during generation.
- Make sure the connector exposes image assets. If the connector uses virtual libraries, make sure at least one virtual library has the asset type Image.
- Use titles, tags, descriptions, and other searchable metadata that match the kinds of image requests users are likely to make in Document Agents.
- Click Save.
Use the connector in Document Agents
There is no separate content connector picker in the Document Agent setup. Once the connector, tenant capability, and Images from content connectors setting are enabled, Document Agents can use connector images automatically when generating presentations with image placeholders.
- Create or edit a Document Agent.
- Use layouts that contain image placeholders.
- Confirm that Images from content connectors is enabled and that the preferred image search order is selected.
- Publish the agent.
- Ask the end user to create a presentation with the agent.
- Depending on the selected search order, the agent can search the Templafy Image Library and enabled content connectors, then insert the selected image into the generated presentation.
Important
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Search behavior and limitations
- Content connectors are searched according to the selected image search order.
- For regular image searches, the agent converts the image request into one or two broad keywords before searching content connectors.
- For icon placeholders, the agent uses the icon-specific search query.
- Templafy Image Library role filtering, image size filtering, and headshot name matching do not apply to the content connector search.
- If a connector exposes virtual libraries, only image virtual libraries are searched. Non-image virtual libraries are ignored.
- If the selected connector asset cannot be downloaded during presentation assembly, the connector image is not inserted.
Troubleshooting
| Issue | Possible cause | What to check |
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| A connector image is not used. | The search order prioritizes the Templafy Image Library and a suitable library image was found first, or the connector did not return an image candidate. | Check the selected image search order, the Templafy Image Library content for the same query, and whether the connector returns image results. |
| No connector images are found. | The connector is disabled, requires end-user authentication, or does not expose searchable image assets. | Confirm that the connector is enabled, uses tenant-level authentication, and exposes image assets or image virtual libraries. |
| The wrong connector image is inserted. | The connector returned that asset before more relevant assets. | Improve the image metadata in the source system, or adjust the connector content so its search results rank the preferred images first. |
| The image placeholder remains empty. | The connector asset could not be downloaded during presentation assembly. | Check that the asset still exists in the source system and that the connector can download the image. |
| The feature is not available. | The tenant capability is not enabled. | Contact Templafy Support to confirm whether the capability is enabled for the tenant. |
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