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A Text source lets you type or paste content directly into your agent’s knowledge base. It’s the fastest way to add knowledge you already have in your head or your clipboard — a short policy, a set of notes, a product blurb — without creating a file first.

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Prerequisites

  • An agent (see Create an agent).
  • The text you want the agent to learn from.

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Add a text snippet

1

Open the Knowledge Base

In the agent sidebar, go to Expertise → Knowledge Base.
2

Start a new item

Select New Knowledge Item, then open the Text tab. Its subtitle reads “Add plain text-based sources.”
3

Give it a title

Enter a Title so you can recognize the snippet later in your source list.
4

Write or paste the text

Add the content in the text body. This is what your agent will learn from.
5

Add the snippet

Select Add text snippet. The source appears in your list and is indexed — it’s live once it shows Completed.
The Text tab of New Knowledge Item with a title and text body.

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Options reference

FieldWhat it controlsNotes
TitleThe name of the source in your listUse a descriptive name so it’s easy to manage later.
Text bodyThe content the agent learns fromPlain text — no file required.
Text snippets count toward your Characters Used allowance on the Knowledge Base. See Knowledge Base overview.

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When to use Text

Quick additions

Add a fact, policy, or note in seconds without preparing a document.

Content you control

Word the snippet exactly how you want the agent to learn it.

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Tips

  • Keep each snippet to one topic so retrieval stays sharp.
  • Give every snippet a clear title — it’s how you’ll find and update it later.
  • For an exact, word-for-word answer to a known question, a Q&A pair is often a better fit than free text.

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Troubleshooting

Confirm the source shows Completed in the Knowledge Base. If it does, the wording may not match how the question is asked — add a closer-matching snippet or a Q&A pair.

Upload files

Add a Q&A

Manage & reprocess sources

Test your agent