Agent Sources

What are Sources?

Sources are the knowledge documents that your AI agents use to answer questions. When a user asks something, the agent searches through its assigned sources to find relevant information and provide accurate, contextual responses.

The Sources page is your central library for all knowledge content. You can create sources here and then assign them to one or more agents. This approach lets you maintain a single source of truth while sharing knowledge across multiple agents.

Source Types

You can add three types of sources:

• File — Upload documents directly. The system extracts and indexes the content for your agents to search
• URL — Provide a web page URL. The system crawls the page and extracts its content
• Text — Paste or type content directly. Useful for quick notes, policies, or information not available as a file

Supported File Types

You can upload various file formats (maximum 4MB per file):

• Documents — PDF, CSV, ODS, Numbers
• Text files — TXT, Markdown (MD, MDX), RST, LOG
• Web formats — HTML, CSS, JSON, YAML, XML
• Config files — INI, CONF, ENV, Properties, TOML
• Scripts — Shell (SH), Batch (BAT), PowerShell (PS1)
• Programming languages — JavaScript, Python, Ruby, Java, C/C++, Go, Rust, Swift, Dart, PHP

Adding Sources

Click Add to open the source creation modal. Choose your source type using the tabs at the top.

Uploading Files

Drag and drop files onto the upload area, or click to browse. You can upload multiple files at once. The system automatically names each source based on the filename.

Adding URLs

Enter the full URL of the web page you want to index. Provide a descriptive name for the source so you can identify it later.

Adding Text

Give your source a name and paste or type the content. This is useful for quick documentation, FAQs, or information you want to add without creating a file.

Managing Sources

The Sources page displays all your sources in a table with the following information:

• Name — The source identifier
• Type — File, URL, or Text (shown with an icon)
• Size — File size for uploaded documents
• Date — When the source was created
• Agents — Number of agents this source is assigned to

Sorting and Searching

Sort sources by name, date, size, or number of agents using the column headers. Two search modes are available:

• Basic Search — Filters sources by name. Fast and simple for finding specific sources
• AI Search — Searches the content inside sources. Use this to find sources that mention specific topics or keywords

Toggle between search modes using the dropdown next to the search field.

Viewing and Editing

Click any source to view its content. For text-based sources (text files, URLs, and text sources), you can edit the content directly. PDF and binary files can be viewed and downloaded.

Assigning to Agents

Sources must be assigned to agents before they can be used. To assign:

1. Click the Assign button on any source
2. Select which agents should have access to this source
3. Click Save to apply

You can also assign sources in bulk by selecting multiple sources and using the bulk action menu.

Deleting Sources

Click the delete button to remove a source. Note that you cannot delete a source while it's assigned to any agents — you must unassign it first.

Bulk Operations

Select multiple sources using the checkboxes to perform bulk actions:

• Bulk Assign — Assign all selected sources to one or more agents
• Bulk Unassign — Remove all selected sources from their assigned agents
• Bulk Delete — Delete all selected sources (only unassigned sources can be deleted)

The "Select All" checkbox selects all sources across all pages, not just the current page.

Indexing

After adding or updating a source, it needs to be indexed before agents can use it. Indexing runs automatically every 10 minutes. This means:

• New sources take up to 10 minutes to become searchable by agents
• Edited sources take up to 10 minutes for changes to take effect
• Newly assigned sources need indexing for the specific agent

Always test your agents in the Playground after making changes to verify the updated content is available.

Source Feedback

Source feedback helps you understand which sources are providing helpful information to your agents. When users interact with your agents and provide feedback (thumbs up or down) on responses, the system automatically tracks which sources were used to generate those responses.

How Feedback Works

Feedback is collected automatically when users vote on agent responses:

• When a user gives a thumbs up or thumbs down on an agent's response, the system identifies which sources were used to generate that response
• Feedback is recorded for each source that contributed to the response
• Feedback is tracked per agent-source relationship, meaning the same source can have different feedback scores for different agents

Using Feedback to Improve

Source feedback provides valuable insights into your knowledge base quality:

• Identify problematic sources — Sources with consistently negative feedback may contain outdated, incorrect, or unclear information
• Prioritize updates — Focus on improving sources that receive negative feedback
• Validate source quality — Positive feedback confirms that sources are providing accurate, helpful information
• Agent-specific insights — Since feedback is tracked per agent, you can see which sources work well for specific agents and which don't

Shared Storage

Sources exist in a shared library. When you create a source from an agent's Sources tab, it's also added to the main Sources library. Similarly, editing a source anywhere updates it everywhere — changes are reflected for all agents that have access to that source.

Best Practices

• Keep sources focused — Smaller, topic-specific sources produce better search results than large, general documents
• Use descriptive names — Name sources clearly so you can identify their content at a glance (e.g., "Return Policy", "Product Specs - Widget Pro")
• Update regularly — Keep sources current by updating them when your products, policies, or information changes
• Assign selectively — Only assign sources that are relevant to each agent's purpose. Too many irrelevant sources can reduce response quality
• Test after changes — Always verify in the Playground that agents are using updated sources correctly