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
| Plan | Knowledge sources | Training runs / day |
|---|---|---|
| Free | 10 | 3 |
| Starter | 250 | 10 |
| Growth | 1,000 | 20 |
| Pro | 5,000 | 40 |
Next steps
Behaviour
Tell the Agent how to use its knowledge.
Best practices
Improve answer quality with better source structure.