Skip to content
Knowledge & sources

Prioritise sources and add retrieval guidance

Help retrieval prefer the intended material when several sources cover similar topics.

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

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 the conflict

    Find a real answer that cites the wrong source. Compare both documents before changing priority.

  2. 2

    Set source priority

    Use the source’s priority control to emphasise the authoritative source. Do not use priority to preserve an obsolete policy.

  3. 3

    Add retrieval instructions

    Explain the source’s scope and appropriate use in the source instructions field. Keep the guidance concrete: “Use for custom-made wooden frames; exclude standard stock items.”

  4. 4

    Save and compare

    Repeat the original question and a neighbouring topic. Confirm the change improves relevance without suppressing other needed sources.

Good to know

Priority influences retrieval; it does not guarantee that every answer will cite a particular document. Removing contradictory content is often more effective.

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

An instruction is treated as a business fact

Move factual rules into the document and keep retrieval instructions about scope and relevance.

Was this article helpful?

Rate this guide on this device. Ratings are not sent to Corthex.