Knowledge sources

Knowledge sources let you connect external content as reference material for your AI agent. These sources enable the agent to answer user questions using up-to-date information from your existing systems.

Knowledge sources also power the search experience you can add to your site. You can connect multiple sources to AgentX Support, which syncs content from different systems and lets users search across them in one place.

Create a knowledge source

Complete the following steps to create a knowledge source:

1

Go to Knowledge Sources.

2

Click New Source.

Create a knowledge source

3

Enter a knowledge source name in the Name field.

4

Use the Source drop-down menu to select a knowledge source type. Options include:

• Zendesk
• Salesforce
• JSON
• Sitemap
• Brightspot

5

Optional. Select the Use Connection checkbox to use an existing connection, then choose a connection from the Connection Name drop-down menu.

6

Configure additional fields based on your knowledge source type:

• Sitemap URL: The URL of your sitemap file. For example, https://docs.acme.com/sitemap.xml.

• URL Match (optional): Use this to limit which URLs from the sitemap should be included.

• Fields: Define which parts of each page should be extracted. Each field is specified using a JSON object that describes how to locate and extract content from the HTML. Common properties include:

  • name: The name of the field.
  • type: The format of the data, such as "text" or "html".
  • selector: A CSS selector used to extract the element.
  • xpath: (optional) An XPath expression to extract content.
  • attribute: (optional) The HTML attribute to extract. For example, "lang".

For example:

[
  {
    "name": "title",
    "type": "text",
    "selector": "title"
  },
  {
    "name": "body",
    "type": "html",
    "selector": ".content"
  },
  {
    "name": "locale",
    "xpath": "//html[@lang]",
    "attribute": "lang"
  }
]

Provide the necessary details in the Config field.

7

Click Submit.

Sync knowledge sources

Knowledge sources are automatically synced daily. You can click Sync to trigger a manual sync.