Product update · Knowledge
Manage your chatbot's knowledge from a Sources tab in the builder
The websites, documents, text and FAQs your chatbot answers from now have their own Sources tab in the builder, so you can add and edit them without leaving.
· 3 min read
- Shipped
- Area
- Knowledge
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Your chatbot is only as good as what it can read. But checking what it knows used to mean hunting for a small picker in the Behaviour toolbar, then working in a wide side panel over the top of the builder. Now your chatbot's knowledge has its own place: a Sources tab in the builder, right next to Behaviour.
What's new
- A Sources tab in the chatbot builder. It lists every knowledge source connected to this chatbot as a card, with a count of what's inside each one.
- Manage content without leaving the builder. Most chatbots use a single source, so the tab opens it straight away. You can work through Documents, Website URLs, Text Content and FAQs right there. With two or more sources, pick one from its card and click Manage.
- Connect a source, or create one. Add source searches the knowledge sources your organization already has, or lets you create a new one on the spot.
- Disconnect without deleting. Disconnect from this chatbot removes a source from this chatbot only. The source and its content are kept, so other chatbots that use it are unaffected.
- Help with spreadsheets and lists. When you upload a document, the dialog now links to a guide on how to lay out spreadsheets, CSVs and lists like directories or product lists, with sample files. Files laid out this way are easier for your chatbot to search.
How to use it
- Open your chatbot in Studio and click the Sources tab.
- If nothing is connected yet, click Add source and pick an existing source or create a new one.
- Add websites, documents, text or FAQs in the source's tabs.
- To use another source as well, click Add source again.
- If you connected or disconnected a source, save and publish the chatbot.
Good to know
- Content edits are live straight away. Anything you add, edit or remove inside a source goes live for this chatbot immediately, because it's stored on the source, not in the chatbot's draft. Connecting or disconnecting a source is a chatbot setting, so it follows the usual save and publish flow.
- Sources can be shared. One source can power several chatbots. Editing its content changes the answers of every chatbot it's connected to.
- Quick start points here too. The quick-start wizard now takes you to the Sources tab when it's time to add knowledge.
- Read-only access. If you can view a chatbot but not edit it, the tab shows what's connected but you can't change it.
- Read the guide to preparing your files before uploading a spreadsheet or list, or see all source types.