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Data Source Management

Import data into a knowledge base via file uploads, web scraping, and notes.

Navigation: Admin Console → Resource Library → Knowledge Base → Click View on the target knowledge base to open details

A. File Import

Use for bulk uploading existing enterprise documents.

  • Path: Sidebar Files > Add File.
  • Supported formats: .md, .txt, .pdf, .docx, etc.
  • Status meanings:
    • Processing: The system is chunking and vectorizing.
    • Completed: Data is indexed and searchable.
    • Failed: File may be corrupted or encrypted; check and retry.

File privacy warning: Ensure uploaded PDFs or documents are not password-protected; otherwise indexing will fail.

B. URL & Site

Use for crawling online data.

  • URL: Crawl a single page (e.g., a news article).
  • Site: Enter a root domain; the system crawls related pages under the site.

C. Notes

Use for quick, fragmented knowledge without creating files.

  • Path: Sidebar Notes > Add Note.
  • Use cases: Temporary meeting notes, urgent business change notices, internal QA pairs.
  • Action: Paste text or Markdown directly and save.