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Plain text sources

Plain Text sources are named blocks of text the agent searches when answering — policies, facts, and short instructions that are yours to paste and don't live in a document or on a website.

Create a text​

  1. Open the Plain Text tab and click Create new text.
  2. In the Add Plain Text window, optionally select Connected agents — you can also connect the text later.
  3. Enter a Title (up to 255 characters).
  4. Paste or type the Text. The limit is 50,000 characters per source — longer text shows Text exceeds the 50,000 character limit. Upload as File instead.
  5. Click Add.

Add Plain Text window with Title and Text fields

The new text appears in the Plain Text table.

Edit and re-index a text​

The table shows each text's title, Status, Usage Count, Connected Agents, and Last Editing date. Use the row actions to view a text, change it in the Edit Plain Text window, index it, or delete it.

When you edit a text, its status changes to Modified. Click Index to re-index it so agents use the new version.

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