Keep website sources fresh on a schedule so the agent stays current as your site changes.
Your site changes. Prices move, pages get rewritten, products come and go. Auto-update re-fetches your website sources on a schedule so the agent does not fall behind.
You control it from the Refresh dropdown in the Knowledge toolbar.
Two things live here
- Re-index all now re-fetches every website source immediately. Use it after a big site update when you do not want to wait for the schedule.
- Auto-update websites sets a recurring schedule: Off, Weekly, or Daily.
Auto-update applies to website sources only. Files, text, and quick answers never change on their own, so there is nothing to refresh.
What a refresh does
On each run we re-fetch your website sources and compare them to what we already have. Pages that have not changed are skipped, so a refresh is cheap and does not re-process unchanged content. Pages that changed are re-indexed. If a page fails to load, we keep the existing version rather than deleting it, so a temporary outage never wipes your knowledge.
The toolbar shows when the agent was last refreshed.
Plan limits
Auto-update cadence depends on your plan:
| Cadence | Available on |
|---|---|
| Off | Every plan |
| Weekly | Growth and above |
| Daily | Scale and above |
If your plan does not include a cadence, the option is shown but locked with the plan you would need. Downgrading does not clear a schedule you set earlier; it just pauses until you are back on a plan that allows it. See Plans.