Once you’ve added content, the Knowledge Base list is where you keep it healthy —
checking what’s indexed, retraining when content changes, and removing what’s out
of date.
Prerequisites
Review your sources
Open Expertise → Knowledge Base to see every source in a table with its
Name, Type, Characters, Created/Updated date, Status, and an
Actions menu. Use the search box and the Status / Sort by filters to
find what you need.
| Status | What to do |
|---|
| Unprocessed | Just added — queued for indexing. |
| Processing | Being read, chunked, and indexed. Wait for it to finish. |
| Completed | Live — nothing to do. |
| Failed | Reprocess, or remove and re-add the source. |
Reprocess a source
Reprocess when the underlying content has changed (an updated document, an edited
web page) or when a source Failed and you want to try again.
Find the source
Locate it in the Knowledge Base list.
Choose Reprocess
Open the row’s Actions menu (⋯) and select Reprocess. It re-reads,
re-chunks, and re-indexes the content.
Wait for Completed
The status returns to Processing, then Completed when done.
Reprocessing re-indexes the source so the agent learns the latest version. For a
website or YouTube source, it re-fetches the current content at the URL.
Update a Q&A
For Q&A sources, you can edit the question or answer
directly from the list — the pair is re-indexed automatically after you save.
Remove a source
Open the row’s Actions menu (⋯) and select Delete to make the agent
forget a source. This removes the content from the agent’s index, so it will no
longer appear in answers. Use View Details in the same menu to inspect a
source before acting on it.
Removing a source is permanent for that agent’s index. If you might need the
content again, keep the original file or URL handy so you can re-add it.
Tips
- After a big content update, reprocess the affected sources and re-test in the
Sandbox before customers see the change.
- Periodically prune stale sources — outdated content is the most common cause of
wrong answers.
