Sources Overview
How to add, manage, and organize sources so your AI agent can answer questions accurately
Data Sources#
Open Agent Studio → Data sources for one inventory of the information your customer agent can use. Add sources, filter the list, and open a source's details to inspect its content, status, and available actions. Older source-type links redirect into this workspace.
Choose a source#
| Source | Use it for | Check |
|---|---|---|
| Files | Supported documents and images | Extracted content and processing errors |
| Text | Short policies and business reference information | Accuracy and current wording |
| Q&A | Approved answers and alternate customer phrasing | Complete answer, variants, and review state |
| Website | Selected public pages from a website | Discovered, selected, downloaded, and trained coverage |
| Google Drive | Selected connected documents | Access and last successful sync |
| Structured data | Catalogs, menus, service lists, and other rows | Column mapping and freshness |
| Time-sensitive content | Promotions, closures, events, and dated facts | Start, expiry, and applicable scope |
| Social Feed | Supported connected Facebook/Instagram posts | Suggested use, dates, and owner review |
Add and prepare content#
- Choose Add source and select the appropriate type.
- Upload, paste, link, or connect the information requested by that type.
- Review what was added and any processing or review errors.
- Use the offered training action when the content is ready.
- Test a realistic customer question in Playground.
Adding a source, discovering URLs, extracting content, and training knowledge are different stages. A saved row alone does not prove the customer agent can answer from it.
Website status and counts#
| State | What to do |
|---|---|
| Discovering | Allow URL discovery to finish; use the offered recovery action if it needs attention |
| Ready to train | Review selected pages before training |
| Queued, processing, or training | Follow progress; avoid repeatedly starting the same work |
| Retry queued, paused, or error | Inspect details and use the available recovery control |
| Trained | Check page coverage and test answers |
Discovered URLs are not necessarily downloaded or trained. A failed page does not mean the entire site failed. Open the page inventory, inspect failed URLs, and use an individual retry where available. During refresh, follow status and coverage before assuming new information is usable.
Learn from past conversations#
Supported Messenger and Instagram history can help Alon propose answers, communication guidance, processes, and source fixes. Ask Alon what evidence is available for your setup or improvement, then review each proposal in its originating chat or product page. Other channel connections do not provide the same historical import capability.
A past message proves what was said then, not that the answer is current or approved today. Conflicts and missing evidence need your decision.
Keep answers current#
Use Agent Studio → Source Health for missing answers, conflicting facts, duplicate content, and weak sources. Update the authoritative source, retrain where required, and retest.
An uploaded file or periodically synced table is a snapshot. Use an enabled live lookup Tool for current stock or availability. A lookup does not itself reserve inventory or create a booking.