Sources Overview

Sources are knowledge bases that ground your AI in accurate, up-to-date information. They power chatbots, tools, and assistants.

What are Sources?

Sources are knowledge bases that contain your business information. When connected to chatbots, tools, or assistants, they enable AI to provide accurate, relevant responses grounded in your actual content.

This technique is called Retrieval Augmented Generation (RAG) - the AI retrieves relevant information from your Sources before generating a response.

Sources page showing all knowledge bases
The Sources page displays all your knowledge bases and their content

Why Use Sources?

  • Accuracy — Responses based on your actual information, not general knowledge
  • Up-to-date — Update Sources when information changes
  • Reduced hallucination — AI grounded in facts, not guesses
  • Consistency — Same answers across all AI interactions
Tip:
Sources are shared across Bot Studio and AI Studio. Create once, use everywhere.

Content Types

Each Source can contain multiple types of content:

Documents

Upload PDFs, Word docs, and text files.

Website URLs

Index web pages for AI retrieval.

Text Content

Add text snippets directly.

FAQs

Structure question-answer pairs.

Creating a Source

To create a new Source:

  1. Go to Sources from your dashboard
  2. Click "+ Create Source"
  3. Enter a Name and Overview
  4. Click "Create"
Create a Source modal with name and overview fields
Create a Source with a descriptive name and overview

Source Details

  • Name — A clear, descriptive name (e.g., "Product Documentation", "Company Policies")
  • Overview — Brief description of what information this Source contains
Tip:
Organize Sources by topic (e.g., "HR Policies", "Product Specs", "Sales FAQs"). This makes it easier to connect relevant Sources to specific chatbots or tools.

Source Content Tabs

After creating a Source, you'll see tabs for different content types:

Source content tabs showing Documents, Website URLs, Text Content, and FAQs
Each Source has tabs for different content types

Text Content

Add plain text directly to your Source. Useful for:

  • Quick snippets of information
  • Policies that don't exist as documents
  • Frequently updated information
  • Custom knowledge that isn't documented elsewhere

FAQs

Structure information as question-answer pairs. Benefits:

  • Better retrieval — Questions match user queries directly
  • Precise answers — AI knows exactly what to respond
  • Easy to maintain — Update individual Q&A pairs
Note:
FAQs are particularly effective because the question format matches how users ask questions. Use them for common inquiries.

Connecting Sources

To use a Source with your chatbot, tool, or assistant:

  1. Open the chatbot/tool/assistant editor
  2. Find "Select Sources" in the Behaviour/prompt section
  3. Choose the Sources you want to connect
  4. Save your changes

Organization Data Sharing

Sources can be shared across your organization:

  • Private Sources — Only you can access
  • Team Sources — Shared with your workspace
  • Organization Sources — Available to all team members

Next Steps

Learn how to add content to your Sources: