Paste notes, policies, or product details straight into the agent as a named source.
Text is the quickest way to give the agent knowledge that is not on your site and not in a file. Paste it in, give it a name, and it becomes a searchable source.
Open Knowledge, select Add, then Text.
When to use it
Reach for text when you have knowledge in your head or in a chat thread and no clean document to upload:
- Talking points you use with customers
- A policy you have not published yet
- Product details, specs, or comparisons
- Answers to questions your site does not cover
How it works
Give the source a title and paste your content. We break it into chunks and store it like any other trained source, so the agent can pull from it in answers.
The title matters. It labels the source in your Knowledge list and it is how we match a re-save to the right source. If you save a new text source with the same title, it replaces the old one rather than creating a duplicate.
Your original pasted text is kept, so when you open a text source to edit it, the full text loads back exactly as you wrote it. Each text source holds up to about 25,000 characters.
Text sources are trained, not verbatim. The agent paraphrases them into its answers. If you need an exact response every time, use a quick answer instead.