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Managing Sources

The Knowledge page (/knowledge) is where you oversee and audit all the training data your AI agent uses to generate its intelligent answers.

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Knowledge Base Overview

At the top of the Knowledge page, you will see a high-level analytics summary:
  • Total Sources: The number of web pages, files, and documents you have imported.
  • Chunks Indexed: The total number of optimized text segments your data has been broken into for high-speed vector search.

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Filtering Your Knowledge Base

As your business knowledge base grows, you can easily audit and find specific documents using the powerful filtering tools:
  1. Category Tabs: Filter by ingestion type using the navigation tabs across the top (e.g., Websites, Files, Google Drive, Notion).
  2. Search Bar: Quickly search for a specific source by its exact title or URL.
  3. Type Dropdown: An alternative, compact way to filter by source type.
  4. Status Dropdown: Filter data sources based on their current processing state:
    • Active: The source is fully processed and the AI agent is actively using it.
    • Processing: The source is currently being chunked and embedded by our AI.
    • Pending: The source is queued for background processing.
    • Error: There was a network issue fetching or reading the source.
Use these robust filters to regularly audit your knowledge base and ensure your AI agent only has access to highly accurate, up-to-date business information.