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Knowledge sources give your agent the product and policy information it needs to answer customers. Add focused, current content and test it before publishing changes.

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Choose a source type

Each source type fits a different content workflow:
  • Website: index a site, a single page, or a batch of URLs
  • Files: upload existing support or product documents
  • Text: paste content that doesn’t have a public URL
  • Q&A: write an approved answer for a specific question
1

Open Sources

Select your agent, then select Sources in the sidebar. Choose the source type you want to add.
2

Add the content

Enter a title and the requested content. For files, choose the files from your device. For a website batch, add one URL per line.
3

Process the source

Create the source and start processing when prompted. Website indexing can continue in the background.
4

Check the result

Open the source to review its status and preview. If processing fails, correct the content or URL and process it again.

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Keep website content current

Open a website source to configure retraining. Retraining availability depends on your plan. You can also start processing manually when the source needs an immediate update.
Archiving removes a source from the agent’s available knowledge. Test the agent after archiving content that may support existing answers.