VWAM Help

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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 20MB. VWAM imports up to about 200,000 characters of text from each file, and tells you when a longer file was cut. 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:

  • Rescan — pull the latest content from a website source again. Use this after you've updated a page. You'll see "Rescan started" once it begins.
  • 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.

How often you can rescan ​

You can rescan the same source once an hour. If you try again sooner, VWAM tells you how long is left — for example, "This source was scanned recently. You can rescan it in about 40 minutes." Wait that long and try again.

If a scan is already underway for that source, you'll see "A scan is already running for this source. It will finish shortly." There's nothing to do — the scan finishes on its own, and the source's status updates when it does.

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.

Global knowledge ​

In addition to an agent's own sources, your organization can hold sources that every agent reads. The Sources tab shows these under Global knowledge, below your agent's own website or document list. Each global source appears read-only here: you can see its address and status, but you cannot turn it off, rescan it, or remove it from this tab. Click Manage next to the heading to go to the Knowledge page.

The Global knowledge section only appears when your organization has at least one global source.

Manage global knowledge sources ​

  1. Open the sidebar and select Products & Knowledge, then Knowledge.
  2. Add a website or document the same way as in Add a website and Add a document above.
  3. To turn a global source on or off, or to rescan or remove it, use the actions on the Knowledge page.

The top of the Knowledge page shows how many sources are ready for chats, how many are scanning or indexing, and how many need attention. A source that needs attention shows the problem below its address. Click Rescan on that source to try again.

Only an organization admin can add, change, or remove global sources. Other users see the same list, read-only. If you do not have access to the Knowledge page at all, you see a message asking you to contact an organization admin.