What you will learn
- How to add each source type
- Which source types are available on your plan
- How to train ready sources
- How limits and deletion work
Open Knowledge Sources
Open Agents, select an Agent, and find the Knowledge Sources card.Add a Text source
Use Text for policies, product notes, service descriptions, onboarding steps, and other rich text content.- Click Add.
- Choose Text.
- Enter a title that is easy to recognize later.
- Add the content in the editor.
- Click Save changes.
Add a Q&A source
Use Q&A for high-confidence answers to common or sensitive questions.- Click Add.
- Choose Q&A.
- Enter a title for the Q&A group.
- Add one or more question and answer pairs.
- Click Save changes.
Add a PDF source
Use PDF for policy documents, product manuals, guides, and reports. Available on all plans.- Click Add.
- Choose PDF.
- Upload the PDF file.
- Click Save.
Add a Website URL source
Use Website URL to point your agent at a web page and have it automatically read and index the content. Available on Starter and above.- Click Add.
- Choose Website URL.
- Paste the full URL of the page.
- Click Save.
Train sources
After sources are saved and ready, click Train. The training dialog shows your plan, daily limit, used runs, and remaining runs.- The Agent is locked
- No Knowledge Sources are ready
- The daily training limit has been reached
Edit or delete a source
Click a source to edit it. Use the delete action when a source should no longer influence answers. Deleting a source is permanent and requires confirmation.Plan limits
PDF upload and plain text/Q&A are available on all plans. Website URL crawling is available on Starter and above.
Next steps
Behaviour
Tell the Agent how to use its knowledge.
Best practices
Improve answer quality with better source structure.