Data Sources Management — Complete Control Over Your Knowledge Base

Your AI agent is only as good as its knowledge base. Our comprehensive data source management system makes it simple for non-technical team members to maintain, update, and optimize the content that powers your AI — no developers required.

Complete management for all knowledge types

• Files (PDFs, docs, Markdown) — drag-and-drop upload, automatic processing, version tracking
• Q&A pairs — rich-text editing with instant preview and tagging
• URLs — monitored with automatic freshness checks and one-click re-crawling

Guided creation prevents mistakes

Smart wizards walk you through adding each knowledge type:

• File uploads show real-time progress and validate before processing
• Q&A forms preview how answers will appear to customers
• URL inputs test connectivity and extract metadata automatically

After creation, real-time status tracking shows exactly where each source is: queued, processing, completed, or needing attention.

Manual and automated re-indexing

One-click "re-index now" triggers immediate re-processing when you need it:

• After system improvements to benefit from better chunking or embeddings
• After major content updates to ensure accuracy
• When debugging quality issues to apply the latest fixes

Automatic re-indexing runs on schedules you define, keeping content fresh without manual intervention.

Bulk operations save hours

Select multiple sources and perform actions at scale:

• Re-index dozens of documents simultaneously
• Apply tags to entire content categories at once
• Delete outdated materials in one batch operation
• Update metadata across related sources

Proactive freshness monitoring

• URL sources display last crawl date and freshness status (fresh, stale, failing)
• Files show upload vs. last-processed dates clearly
• Q&As display last-edit timestamps prominently
• A dedicated Data Freshness dashboard rolls up health across all sources