Text Sources

Add knowledge to your agent by pasting or typing text content directly

Text Sources#

Add knowledge to your agent by pasting or typing text content directly. Text sources are the fastest way to add information -- no file upload needed.

What Are Text Sources?#

Text sources let you add plain text content directly to your agent's knowledge base. They are ideal for:

  • Quick notes and policies
  • Single-page information (business hours, contact details)
  • Content copied from websites or emails
  • Testing your agent with sample content
  • Short guides, instructions, or announcements

Step-by-Step: Adding a Text Source#

1. Navigate to Sources#

  1. Go to your agent's dashboard
  2. Click Sources in the sidebar
  3. Open Text
  4. Click Add Source

2. Enter Content#

Source Name (required)

  • A descriptive name for this text source
  • Examples: "Return Policy", "Business Hours", "Product Features"

Text Content (required)

  • Paste or type your content
  • Supports multiple paragraphs and line breaks

Example content:

Code
Business Hours and Contact Information

We're open Monday through Friday, 9:00 AM to 5:00 PM EST.
Closed on weekends and major holidays.

Contact us:
- Email: support@company.com
- Phone: +1 (555) 123-4567
- Live chat: Available during business hours

Response times:
- Email: Within 24 hours
- Phone: Immediate
- Live chat: Immediate during business hours

3. Configure Settings#

Priority (optional)

  • Normal (default): Standard retrieval weight
  • High: More likely to be retrieved when relevant
  • Low: Lower retrieval priority

Mark as Price Information (checkbox)

  • Check this if the content contains pricing information
  • Pricing questions will prioritize this source

4. Add and Train#

  1. Click Add Text Source
  2. The source appears with a "Processing" status
  3. Click Train Agent
  4. Wait for the status to change to "Ready" (usually 30-60 seconds)

Your agent can now answer questions using this content.

Processing Time#

Text sources are the fastest to process. Most text sources are ready within 30-60 seconds regardless of content length.

Best Practices#

Content Formatting#

Do:

  • Use clear headings and sections
  • Break content into paragraphs
  • Use bullet points and numbered lists
  • Include relevant keywords that customers would use
  • Keep information accurate and up-to-date

Don't:

  • Paste one giant block of text with no structure
  • Include outdated information
  • Use vague or ambiguous language
  • Paste content that duplicates other sources

Content Structure#

Good structure:

Code
Topic Title

Brief introduction explaining what this covers.

Key Point 1:
- Detail A
- Detail B
- Detail C

Key Point 2:
More information here.

Contact Information:
Email: example@company.com

Poor structure:

Code
lots of info here with no structure just one big paragraph that goes on and on making it hard to find specific information because there are no headings or organization

Content Length#

  • Short content (100-500 words): Single topic, policy, or FAQ answer
  • Medium content (500-2,000 words): Detailed guide or multiple related topics
  • Long content (2,000-10,000 words): Comprehensive documentation

For very long content (over 10,000 words), consider splitting into multiple text sources by topic, or uploading as a file instead.

Common Use Cases#

1. Company Policies#

Code
Return and Refund Policy

We offer a 30-day money-back guarantee on all purchases.

To request a refund:
1. Contact support within 30 days of purchase
2. Provide your order number
3. Explain the reason for return

Refunds are processed within 5-7 business days.

Exceptions:
- Digital products: 14-day return window
- Custom orders: Non-refundable
- Sale items: Final sale, no returns

2. Product Information#

Code
Premium Plan Features

The Premium plan includes:
- Unlimited messages (no monthly cap)
- Priority support (24/7 live chat)
- Advanced analytics dashboard
- Custom branding (logo, colors)
- API access for integrations
- Dedicated account manager

Upgrade anytime from your account dashboard.

3. FAQ Content#

Code
Frequently Asked Questions

Q: How do I reset my password?
A: Click "Forgot Password" on the login page, enter your email, and follow the instructions sent to your inbox.

Q: Can I cancel my subscription anytime?
A: Yes! Cancel from your account settings. You'll retain access until the end of your billing period.

Q: Do you offer discounts for non-profits?
A: Yes! Non-profit organizations qualify for a discount. Contact sales@company.com with proof of non-profit status.

Editing Text Sources#

Updating Content#

  1. Find the source in the Text list
  2. Click Edit (pencil icon)
  3. Update the text content
  4. Click Save
  5. Retrain your agent for changes to take effect

Content changes are not live until you retrain.

Changing Name or Priority#

  1. Click Edit on the source
  2. Update the name, priority, or pricing flag
  3. Click Save
  4. Retrain your agent

Troubleshooting#

"Agent Not Using Text Content"#

Common causes:

  • You did not retrain after adding or editing the source
  • The source is still processing
  • Questions are not related to the content

Solutions:

  • Click the Train Agent button
  • Wait for the source status to show "Ready"
  • Test with questions that directly reference your text content

"Text Content Lost After Edit"#

Prevention:

  • Copy your text before editing (keep a backup)
  • Save frequently during editing

When to Use Text vs. Other Source Types#

Use Text when:

  • You have content ready to paste
  • No file is available
  • You need the fastest processing
  • No images are needed

Use Files when:

  • Content is already in a document
  • Content has complex structure (tables, formatting)
  • You have multiple pages or sections

Use Q&A Pairs when:

  • You have specific questions with known exact answers
  • You want to include images in answers
  • You need high retrieval priority for specific questions

Next Steps#