Overview
The Database section, available from the sidebar, centralizes the knowledge made available to your agents. It is organized into two complementary sources:
Each source is split into fragments: the text excerpts the agent searches and cites to build its answers.
A single knowledge base is shared across the customer. Agents draw the information they need from it according to
their configuration.
Documents
Import a file
Drop your file into the dedicated area, or click it to browse your computer.
Once processed, the file appears in the Indexed documents list, with its name, size and import date. Indexing may take a moment: a status indicator shows its progress.
Document actions
The menu on the right of each document gives access to the following actions:Replace a file
Replacing re-indexes the document entirely from the new file.Managing fragments
Click a document to open the side panel and review its fragments.
Searching fragments
Two search modes are available:Editing content
Each fragment can be managed individually:Web pages
In addition to files, you can index the content of web pages. Enter a URL, then click Add.
Crawl configuration
Adding a URL opens the crawl configuration window.
1
Source title
Give the web source a recognizable name (required).
2
Root URL
The site’s root URL. Discovery and manual URL additions are restricted to sub-paths under this root URL.
3
URLs to retrieve
Use Discover to automatically detect pages on the domain, or add sub-paths manually. Up to 100 URLs per source.
4
Automatic refresh
Enable a recurrence (daily, weekly or monthly) so the pages are re-indexed regularly.
Tracking indexed pages
Each web source displays its title, URL, page count and indexing date, along with a status indicator:
The menu on each source lets you configure the crawl, refresh it, or delete the source. As with documents, click a source to review its crawled pages and their fragments (Fragments and Markdown views).