🛠️ How-to guide

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WHAT IT DOES

Sources is where you add everything your agents learn from — documents, websites, manual notes, cloud files, SharePoint libraries, and database records — and organize it with tags. It's the single list of all your content, whichever knowledge base it ends up in.

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What the Sources page shows

The Sources page lists every piece of content in your workspace, with its title, source type, and when it was last updated. Tabs across the top group content by processing status — All, Ready, Processing, Failed — each with a live count. Search across everything, filter by source type or tag, group by a tag, and use Manage Tags to organize your labels.

The Sources list — every piece of content in the workspace with its source type, processing status, and last update, plus search, filters, and tags.

Adding a source

Select Add source and pick where the content comes from. Each choice opens a short guided wizard in the same window; the final step ingests the content and returns you to the list.

The Add content picker: choose one of six source types — manual entry, file upload, website crawl, cloud storage, SharePoint, or a SQL query.

The source types

You can add content from six kinds of source:

1. Manual entry — Compose an entry yourself. Give it a title, choose a format (Markdown, Plain text, or HTML), write the content, and add tags. Good for a short notice like Riverton's holiday collection schedule.
2. Upload files — Upload one or more documents by drag-and-drop. Supported types include PDF, Word, PowerPoint, Excel, text, Markdown, HTML, CSV, JSON, and more. Good for the Waste Collection Schedule PDF or Permit Guidelines.
3. Website crawl — Crawl a public website or help center and keep it fresh on a schedule. See Crawls for the full setup. Good for crawling riverton.gov.
4. Cloud storage — Sync from a cloud storage container. Name the source, set a refresh frequency (Hourly, Daily, Weekly, or Monthly), then add your files to the container Zammo provides and ingest. Good for a shared folder of city forms.
5. SharePoint — Connect to SharePoint and sync one or more document libraries. Sign in, choose the libraries, and finish. Good for internal policy libraries.
6. SQL Query — Run a read-only query against an external database and ingest the rows as content. Set a name, the connection details, the query, and which columns hold the row ID, title, and body. Good for a live list of open service requests.

Full step-by-step guide for each: Add a source: Manual entry · Add a source: Upload files · Add a source: Website crawl · Add a source: Cloud storage · Add a source: SharePoint · Add a source: SQL Query

Content can also appear tagged Q&A (approved question-and-answer pairs, managed inside a knowledge project) or API push (pushed in from another system) — these arrive automatically rather than from the Add source button.

Using and managing tags

Tags are simple labels you put on content — a name, plus an optional value (for example site: riverton.gov). Use them to keep a growing library organized and easy to filter.