Text
Paste a policy or reference note in Agent Studio, then train it before the agent can use it
Text#
Text is a short note you paste in Agent Studio → Data sources. Use it for a policy, a set of hours, or other reference wording that should stay available until you change it.
Text is not an approved answer for one question, a dated promotion, or a learned voice.
| If you need | Use |
|---|---|
| A specific answer and the ways customers ask it | Q&A |
| A promotion, closure, or other fact that starts and ends | Time-sensitive content |
| A document or image you already have as a file | Files |
| Rows such as a menu, catalog, or price list | Structured data |
Add text#
- Open Agent Studio → Data sources.
- Choose Add source, then Text.
- Enter a title and the content.
- Choose Add text source.
- When the row says Ready to train, choose Train agent.
- Wait until it says Trained, then test a question that depends on that note.
Saving the note does not update customer answers. Train again after you edit it.
Text status#
| Status | What to do |
|---|---|
| Ready to train | The note is saved and still needs training. |
| Processing | Extraction is still running. Wait. |
| Training | The note is being added to the agent's knowledge. |
| Trained | Test the questions this note should answer. |
| Needs attention | Open the note, read the error, and use the offered retry. |
| Removed | It is out of active knowledge. Restore it before training if you still need it. |
Use clear headings and short sections. Split unrelated topics into separate notes so a later edit does not bury the fact you meant to change.