Preview and edit what the agent learned
Read the text the agent learned from a source and fix or trim it.
Where to find it
Sources › Files
Open this screen
Steps
- Open the Sources page of the source: Files, Text snippets, Website, Q&A or Notion import.
- Click the source's name in the list. The Preview & edit source dialog opens.
- Change the Name, and edit the Content (for Q&A, the Question and the answer).
- Press Save and re-index (Save & re-index on some pages). The source is re-indexed at once.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Name | The source's name in the list. | — |
| Content | What the agent learned; edit to fix or trim it. | — |
Tips
- The dialog shows how many characters and passages the source has.
Good to know
- Members see the dialog read-only as Preview.
Related how-tos
- Files Upload documents your AI agent answers from: PDF, Word (.docx), .txt, .md, .csv or .json.
- Text snippets Add short pieces of text directly to your agent's knowledge base.
- Website Add web pages to your agent's knowledge: one page, the whole site, or pages you choose.
- Q&A Teach the agent exact answers to specific questions.
- Re-index an agent's knowledge Rebuild the agent's search so it uses the latest content of every source.