What the agent knows and how it uses it. The five source types and when to reach for each.
Knowledge is the single most important part of a good agent. An agent with the right knowledge answers confidently and stays on topic. An agent missing a page guesses or says it does not know.
You manage it all from Knowledge in the top navigation. Select Add to open the panel, then pick a source type.
The five source types
Website
Crawl a site, read a sitemap, or add a single page.
Files
Upload PDF, DOC, TXT, MD, JSON, or CSV.
Text
Paste notes, policies, or product details as a named source.
Quick answer
An exact answer the agent uses word for word.
Quick link
A labelled link the agent offers when it fits.
Trained versus direct
The five types split into two groups, and the difference matters.
Website, Files, and Text are trained sources. We break the content into small chunks and store them. When a visitor asks something, the agent searches those chunks and pulls the most relevant pieces into its answer. This is how it handles questions you never wrote out by hand. The tradeoff is that the agent paraphrases, so the exact wording of a reply can vary.
Quick answers and Quick links are direct sources. They are handed to the agent as-is. A quick answer is used verbatim when a question matches it. A quick link is offered as a clickable link. Reach for these when the wording has to be exact, like a refund policy, a price, or opening hours.
A good default mix
Train the agent on your site and key files so it can handle the long tail of questions. Then add a handful of quick answers for the facts you cannot afford to have paraphrased.
Seeing what is indexed
The Knowledge page lists every source with its type and a chunk count. The stat strip at the top shows how many sources and chunks you have against your plan's limit, plus an Unanswered tile — the questions visitors asked that the agent could not answer. That tile is the way into Unanswered questions, and it is the most useful number on the page.
You can open any source to view the exact chunks it produced, or view the compiled document.
Keeping it fresh
Website sources can refresh themselves on a schedule so the agent stays current as your site changes. Files, text, and quick answers stay exactly as you left them until you edit them. See Auto-update.