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Knowledge & sources

Remove an outdated knowledge source

Retire old content and check that remaining sources still cover the questions your customers ask.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itKnowledge → source menu

Before you begin

Open the agent’s Knowledge tab. Use current, approved documents and remove unnecessary personal data before uploading.

Example workspace · Demo data. Ready sources can be tested; uploaded content still needs processing. Select the image to enlarge it.
Knowledge source list with processing status and source controls

Example workspace · Demo data. Ready sources can be tested; uploaded content still needs processing. Select the image to enlarge it.

Step by step

  1. 1

    Identify dependencies

    Check whether the source is shared and whether another current source replaces it. Keep a copy outside Corthex if your records policy requires one.

  2. 2

    Remove the correct source

    Use its delete action and read the confirmation. Compare its name and URL to avoid removing a similarly named replacement.

  3. 3

    Check the remaining list

    Confirm the retired item is gone and the replacement is Ready.

  4. 4

    Test the old and new facts

    Ask a question that used the obsolete policy and check the answer and citations in a fresh conversation.

Good to know

Removing a knowledge source does not rewrite previously sent messages or remove copies of the same facts from other sources.

Check the result

Wait until processing is complete, then ask a question whose answer appears in the source and inspect the answer and citations.

Questions & troubleshooting

The old answer still appears

Search for duplicate sources and stale website copies. Also check whether the old value was hard-coded in the system prompt.

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