Sources

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Training Overview

• Total Sources - Count of all training sources across all types
• Training Data - Total storage used (displayed in KB/MB)
• Last Trained - When your agent was last trained
• Breakdown by Type - See how many sources you have for Files, Text Content, Q&A, and Websites

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Files

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Supported File Types

• PDF (.pdf) - PDF documents
• Text (.txt) - Plain text files
• Word (.doc, .docx) - Microsoft Word documents
• CSV (.csv) - Comma-separated values

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Uploading Files

1. Navigate to the Files tab in Training
2. Drag and drop files into the upload zone, or click to browse
3. Files are processed automatically with real-time status updates
4. Character count is tracked for each file

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Processing States

• Extracting - Text is being extracted from the file
• Ready - Content is ready for training
• Training - Embeddings are being generated
• Trained - Successfully indexed and ready to use
• Failed - Processing error occurred

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File Management

• Preview - Click any file to view its extracted content
• Delete - Remove files individually
• Restore - Deleted files can be restored from trash
• Search - Filter files by name
• Pagination - View 50 files per page

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Text Content

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Creating Text Content

1. Navigate to the Text Content tab
2. Click Add New to create a snippet
3. Enter a Title for easy identification
4. Use the rich text editor to format your content:
   • Headings and subheadings
   • Bold, italic, underline formatting
   • Bulleted and numbered lists
   • Links to external resources
   • Code blocks and quotes

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Text Content Features

• Rich HTML Editor - Format content with full HTML support
• Character Count - Tracks storage usage per snippet
• Edit Anytime - Update existing content as needed
• Search & Filter - Find snippets quickly
• Soft Delete - Restore accidentally deleted content

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Best Practices

• Use descriptive titles for easy organization
• Break long content into separate snippets
• Format content clearly with headings and lists
• Include relevant keywords for better AI matching

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Q&A Pairs

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Creating Q&A Pairs

1. Navigate to the Q&A tab
2. Click Add Q&A Pair
3. Enter the Question (supports HTML formatting)
4. Enter the Answer (supports HTML formatting)
5. Optionally assign a Category for organization

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Q&A Features

• Rich Formatting - Format both questions and answers with HTML
• Categories - Organize Q&A pairs by topic
• Bulk Import - Import multiple Q&A pairs from CSV
• Edit & Delete - Modify existing pairs anytime
• Character Tracking - Monitor storage usage

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Creating Q&A from Conversations

1. View a conversation in the Activity section
2. Click Revise Answer on any AI response
3. Edit the response if needed
4. Check Save as Q&A Pair to add it to training data

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CSV Import Format

question,answer,category
"What are your hours?","We're open Monday-Friday 9am-5pm","Business Hours"
"Do you ship internationally?","Yes, we ship worldwide","Shipping"

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Website Crawler

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Crawling Methods

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Full Website Crawl

1. Navigate to the Website tab
2. Enter the homepage URL
3. Configure crawl settings:
   • Max Depth - How many levels deep to crawl (default: 2)
   • Include Paths - Only crawl URLs matching these patterns
   • Exclude Paths - Skip URLs matching these patterns
4. Click Start Crawl

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Individual URLs

1. Enter the URL of the page
2. Click Add Single URL
3. The page is fetched and processed immediately

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Crawl Settings

• Specify path patterns to crawl only specific sections
• Example: /docs/, /blog/, /products/
• Multiple patterns can be added

• Skip unwanted sections like login pages or admin areas
• Example: /login, /admin, /cart
• Multiple patterns can be added

• Controls how many link levels to follow from the starting URL
• Depth 1: Only the starting page
• Depth 2: Starting page + direct links
• Depth 3: Two levels of linked pages

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Website Source Management

• Website sources are displayed in a tree structure
• Parent URLs show child pages discovered during crawling
• Click a parent to expand and view all child pages

• Recrawl - Refresh content from the original URL
• Cancel - Stop an in-progress crawl
• Delete - Remove individual URLs or entire website sources
• Bulk Delete - Select multiple sources to delete at once

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Crawl Progress

• Crawled - Pages successfully processed
• Queued - Pages waiting to be crawled
• Total - Total pages discovered

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Link Limits

• Links used across all agents
• Links available in your plan
• Upgrade prompts when approaching limits

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Training States

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Storage & Limits

• Character Tracking - Each source displays character count
• Total Storage - View total KB/MB used across all sources
• Plan Limits - Different plans have different storage limits
• Warnings - System alerts when approaching limits

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Retraining Your Agent

1. Click Train Agent button
2. The system generates embeddings for all new/modified content
3. Real-time progress updates show training status
4. Training typically completes in 2-5 minutes

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What’s Next?