Knowledge Sources

Train your chatbot with content from your website and documents.

Knowledge sources are the foundation of your chatbot's intelligence. Add your existing content to teach your chatbot how to help customers.

How It Works

  1. Add sources - URLs, PDFs, or text content
  2. Processing - Grounded extracts and indexes the content
  3. Retrieval - When customers ask questions, relevant content is found
  4. Answers - The AI generates responses with citations to your sources

Source Types

URLs & Sitemaps

Crawl your website pages automatically. Great for:

  • Help centers and FAQ pages
  • Product documentation
  • Blog posts and articles
  • Landing pages with feature descriptions

Learn more about URL sources

PDF Files

Upload PDF documents directly. Great for:

  • Product manuals
  • Terms of service
  • Whitepapers and guides
  • Training materials

Learn more about PDF sources

Managing Sources

Adding Sources

  1. Go to your chatbot's Sources tab
  2. Click Add Source
  3. Choose the source type
  4. Enter the URL or upload your file
  5. Click Add

Processing Status

Sources go through these stages:

StatusDescription
PendingQueued for processing
ProcessingBeing crawled and indexed
ReadyAvailable for the chatbot
FailedError occurred - check details

Refreshing Sources

URL sources can be refreshed to pick up content changes:

  1. Find the source in your list
  2. Click the Refresh button
  3. Wait for reprocessing to complete

Refreshing replaces the old content entirely. The chatbot will use the updated content immediately after processing.

Best Practices

Quality Over Quantity

  • Start with your most helpful content (FAQ, help center)
  • Add content that answers real customer questions
  • Remove outdated or duplicate content

Content Structure

For best results, ensure your source content:

  • Has clear headings and sections
  • Uses complete sentences
  • Avoids jargon without explanation
  • Includes context for technical terms

Regular Updates

  • Refresh URL sources when content changes
  • Re-upload PDFs when documents are updated
  • Remove sources that are no longer relevant