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Knowledge & sources

Create or edit a text knowledge source

Maintain concise answers and internal support guidance without uploading a new document each time.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itAI agents → agent → Knowledge

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

    Write a self-contained explanation

    Include the subject, rule, conditions and exceptions. Replace ambiguous phrases such as “this product” with the actual product or category.

  2. 2

    Add a text source

    Use the text/manual entry option in Add source. Choose a title that describes its scope, such as Returns — custom products.

  3. 3

    Save and process

    Save the content and allow processing to finish. When updating an existing text source, edit that source rather than creating a competing copy.

  4. 4

    Retest the boundary

    Ask one question that qualifies for the rule and one that does not. Check that exceptions survive retrieval.

Good to know

Keep account credentials, API keys and private staff instructions out of customer-answer sources. Put behavioral instructions in the agent prompt instead.

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 agent mixes two policies

Separate unrelated topics and identify the audience or product category in each paragraph.

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