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Connect sources to agents

A source affects an agent's answers only after you connect it to that agent. Connections work from both sides: from the source in this library, or from the agent's page.

Connect when you create or edit a source​

Every add and edit window in the library has a Connected agents field — select agents there to connect the source. The Connected Agents column in each table shows where a source is used; Not connected means it is not used by any agent yet.

Connecting a source does not copy it: edit the source once and the change applies to every agent it is connected to.

Connect from the agent page​

  1. Open the agent and go to its Knowledge Sources tab in Simple mode. The sub-tabs Core, FAQs, Plain Text, Websites, Files, and YouTube show how many sources of each type are connected. (Core lives only on the agent page — it is not part of this library.)
  2. Open the sub-tab for the source type and click the manage button — the Manage FAQs, Manage Texts, Manage Websites, Manage Files, or Manage Videos window opens.
  3. Use the All / Connected / Not connected filter tabs and the search box to find sources.
  4. Click Connect next to a source to attach it, or Disconnect to detach it, then save your selection.

If nothing is connected yet, the empty sub-tab offers a Connect button that opens the same window. You can also create new sources directly from the agent's sub-tabs — they are connected to the agent automatically and appear in this library as well.

On the agent page, each sub-tab lists only the sources connected to that agent, and Usage Count counts that agent's usage only. On the Knowledge Sources page, Usage Count is the total across all agents.

Set the Vector Search mode for FAQs​

In the Manage FAQs window, each connected FAQ has a Vector Search toggle that controls how the agent uses it:

  • Enabled (Search) — the agent retrieves only the most relevant Q&As through semantic search when needed. Works for FAQs of any size, and usage is tracked.
  • Disabled (Prompt) — the entire FAQ is included in the agent's prompt, so the agent sees every pair on every reply. Faster and guarantees exact wording, but usage is not tracked. Best for small FAQs.

Changes apply to new sessions. If you rely on the Usage Count column to see which Q&As fire, keep Vector Search enabled — with it disabled, usage is not tracked.

Disconnect vs delete​

  • Disconnect (agent page) — removes the source from this agent only. The source stays in the library and in other agents; the confirmation states that the source will be disconnected from this agent, not deleted.
  • Delete (Knowledge Sources page) — removes the source from the library and from every agent it was connected to.

Check statuses and re-index​

A connected source is used only once it is indexed. Every source shows a Status badge:

StatusMeaning
PendingSaved and queued for indexing.
IndexingThe content is being processed. Click Stop indexing to interrupt.
ReadyIndexed and available to connected agents.
ModifiedChanged since the last indexing. Click Index to re-index.
ErrorIndexing failed. Hover over the badge for the error message, then click Index to retry.

For when to re-index — and how to stop indexing that is in progress — see Re-index a source.

note

You don't need to restart an agent after changing knowledge. Once a source is indexed and Ready, connected agents use the updated content.

Legacy Knowledge Bases

Agents created before Knowledge Sources may still use a legacy Knowledge Base. It keeps working, but the shared library, usage tracking, and unanswered questions are available only in Knowledge Sources. To move over, see the Knowledge Sources migration guide.

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