Sources Overview

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.

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

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How to Add Knowledge Sources

Content Types

Each Source can contain multiple types of content:

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"

Source Details

• Name — A clear, descriptive name (e.g., "Product Documentation", "Company Policies")
• Overview — Brief description of what information this Source contains

Source Content Tabs

After creating a Source, you'll see 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. The question format closely matches how users ask questions, making FAQs one of the most effective content types for accurate retrieval.

Learn how to add and manage FAQs →

Connecting Sources

To a chatbot

Chatbots have their own Sources tab in the chatbot builder, next to the Assets tab.

1. Open your chatbot and select the Sources tab
2. Click "Add source", then pick existing Sources from the list, or click "Create new source"
3. Click "Done", then save your chatbot

Once a Source is connected, you can edit its documents, website URLs, text, and FAQs right there in the Sources tab. Content you add, edit, or remove goes live for that chatbot immediately; connecting or disconnecting a Source needs a save. "Disconnect from this chatbot" removes the Source from the chatbot only — the Source and its content are kept.

To a tool or assistant

1. Open the tool or assistant editor
2. Find "Select Sources" in the 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:

• Uploading Documents — PDFs, Word docs, and more
• Preparing Files — How to lay out spreadsheets, CSVs and lists so your agent finds them
• Adding Websites — Index web pages
• Adding FAQs — Structure question-answer pairs