Text
Add knowledge by pasting text directly, for information that isn't on a web page or in a file.
Text sources are for information that isn’t published anywhere, or that’s quicker to type than to upload: internal notes, details from a login-only page, or a summary of a policy.
Add text
Open the Text tab
In your agent, go to Build > Knowledge. In Add knowledge, select Text.
Add a title
Give it a clear Title, such as “Shipping policy”. The title helps you find it in your sources later.
Add the content
Paste or type the information into Content, then select Add text.
Tips
- Write it the way you’d explain it to a new teammate: full sentences, with the important details.
- Keep one topic per text source, so it’s easy to update.
- For a single question with an exact answer, use Questions and Answers instead.