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Adding data sources to your agent ​

Data sources train your agent on your own content, so it can answer questions using information from your website and documents. Add website URLs and uploaded files in the VerifySources tab of the Chat Builder.

Before you start ​

  • Open the agent you want to train in the Chat Builder and go to the VerifySources tab.
  • You can add up to 20 sources to a single agent.

Screenshotthe Sources tab of the Chat Builder, showing the Websites and Documents sub-tabs

Add a website ​

  1. On the Websites tab, find the address field. It already starts with https://.
  2. Type the rest of the address (for example, www.example.com or a specific page path).
  3. Click Add, or press Enter.

Scanning starts automatically. The source appears in the list below with a Scanning... status, which changes to Scanned once it finishes. If your address points to a section of your site rather than a single page, the source shows how many pages were found (for example, "12 pages").

Once a website source has been scanned, its status also tells you when — for example, Scanned 3 hours ago. This relative timestamp updates over time, showing Scanned just now immediately after a scan, then counting up in minutes, hours, and days (for example, Scanned 5 minutes ago or Scanned 2 days ago). It's a quick way to tell how fresh a source's content is and whether it might be worth refreshing.

When a source has finished processing, its status shows Ready.

Add a document ​

  1. Switch to the Documents tab.
  2. Click Upload PDF, CSV, or TXT.
  3. Choose a file from your computer.

Each file must be under 5MB. The document uploads and begins processing, then shows Ready when your agent can use it.

Turn a source on or off ​

Each source has a checkbox. Uncheck it to stop your agent from using that source without deleting it; check it again to turn it back on.

Screenshota single data source row showing the enable checkbox, status, and the actions menu

Refresh or remove a source ​

Open the actions menu on any source to:

  • Rescrape — pull the latest content from a website source again. Use this after you've updated a page. If you rescraped recently, you may need to wait a short while before you can rescrape again.
  • Remove — delete the source from the agent.

Website sources also refresh on their own about once a week, so your agent stays up to date without any action from you.

If a source won't scan ​

If a source shows a warning instead of Scanned, hover over it to read the reason. Common causes:

  • The address couldn't be reached, or the page returned an error.
  • The address points to a private or internal location that can't be accessed from the internet.
  • The same address is already added to this agent — each address can only be added once.

Fix the issue (for example, correct the address or make sure the page is publicly reachable), remove the source, and add it again.