Manage knowledge sources

Open an agent. Expand Sources. Select Content. This screen is the knowledge workspace for one agent. The screen has five tabs: Website, Pages, Files, Notion, and Q&A. You need source-view access to inspect the screen. You need source-create access to add knowledge. Deletion permissions vary by source type. Only organization admins and owners can delete website, page, file, and Q&A sources. A custom role can hold the Notion source-delete permission separately.

Choose the narrowest useful format

Use Website for a public documentation area that starts from one URL. Use Pages for a single public URL. Use Files when a document is the authoritative source. Use Notion when a connected workspace is the source of truth. Use Q&A for a precise answer that does not depend on a long document.

These formats have different update paths. Retraining refreshes Website and enabled Notion sources. When you upload or change a file or Q&A pair, the system indexes it immediately. The retrain worker does not include files or Q&A pairs.

Check readiness, not only submission

Website and page sources move through Crawling, Processing, Completed, or Failed. A completed website can still contain zero crawled pages. Check the page count, and test an answer that you already know. File processing can show Pending, Processing, Extracting text, Creating embeddings, Completed, or Failed. Notion sources show pending, syncing, synced, or error states.

While a source is still in progress, do not judge answer quality. If a source fails, correct the shown error or replace the source first. Then try a prompt change or a more expensive model.

Maintain the set

Delete sources that are obsolete, or that contradict the current policy. When you delete a Q&A pair, the action permanently removes its embeddings. When you uncheck a Notion page in Manage pages, the action removes its embeddings but keeps the source row. You can enable the page again without reconnecting. The remove action deletes the row instead. After you change the knowledge, rerun the questions that test that material in Playground.

Continue with website crawls, single pages, files, Q&A pairs, or Notion.