Manage sources
Categories, replacing and deleting sources, weekly re-fetching, and the limits on each plan.
The Knowledge Base page lists every source in your workspace, its type and size, with the running status of any import at the top.
The list
Each row shows the source (a page address or a file name), its type (URL or file) and its extracted size. Use Load more to page through long lists. Imports in progress show at the top with a Cancel button.
Categories
When you add a source you can tag it with a category such as "Product", "Policies" or "Help". Categories are for you: they make a long list scannable and do not change retrieval.
Replacing and deleting
- Replace a file: upload a file with the same name. The old version is replaced.
- Refresh a website: website pages are re-fetched weekly on their own. Click Sync website pages to do it now, or Import again on the import's card to pick up pages added since. See Add your website.
- Delete: use the actions on the row. Deleting a source removes its content from the agent's knowledge immediately.
Help Center articles as knowledge
Published Help Center articles are mirrored into the knowledge base automatically and removed when you unpublish them. You do not add them here.
Limits by plan
| Free | Starter | Growth | |
|---|---|---|---|
| Knowledge sources | 5 | Unlimited | Unlimited |
| Knowledge base text | 20 MB | 200 MB | 1 GB |
| Single upload | 25 MB | 25 MB | 25 MB |
A whole-site crawl or sitemap import counts as one source; links added individually count one each. When you reach a cap the Knowledge Base page tells you, and new imports are refused until you remove something or upgrade under Plans & Billing.
Something missing or wrong on this page? Tell us and we will fix it.
