Data Sources

Training Your Assistant Core Feature

Just like onboarding a new employee, you need to share training materials with your assistant. The more relevant information you provide, the better they’ll be at helping your customers. Think of Data Sources as your assistant’s training binder – everything they need to know about your business goes here.

Adding a New Data Source

Click “Add new source” to open the data source selection modal. Choose from multiple source types including webpages, text, files, web crawlers, GitHub repos, YouTube videos, REST APIs, and sitemaps.

Types of Training Materials

Documents

Share files like PDFs, Word documents, and text files. Perfect for:

• Employee handbooks and guides
• Product manuals and specifications
• Company policies and procedures
• FAQ sheets and reference materials

Accepted formats: PDF, DOCX, DOC, TXT, MD

Best for Documents

Documents work great for official materials that don’t change often – like your product manual or company handbook.

Websites

Point to your website and let your assistant read and learn from your pages. Great for:

• Product and service descriptions
• Help center and support articles
• Blog posts and company news
• About us and contact information

Features:

• Choose how many pages deep to read
• Set a limit on total pages
• Auto-update to keep knowledge fresh

Website Tips

Start small – have your assistant read just 2-3 levels deep. You can always add more pages later. Reading too many pages at once takes longer and costs more.

Google Drive

New

Connect your Google Drive to let your assistant learn from your documents, spreadsheets, presentations, and shared files. Great for:

• Internal knowledge bases and wikis
• Product documentation stored in Drive
• SOPs and process guides
• Shared team reference materials

1. Click “Add Source” → Google Drive

2. Authorize access to your Google account

3. Select files or folders to train from

4. Enable auto-sync to stay current when files change

Google Drive Tips

Only files you have access to will be synced. Shared Drive files and Team Drives are supported.

Text

Type or paste information directly for quick updates. Perfect for:

• Common questions and answers
• Specific talking points you want them to know
• Quick corrections or clarifications
• Special instructions or guidelines

Direct Text Tips

This is like giving your assistant a quick note or memo. Use it for specific things you want them to say, or answers to questions that aren’t covered elsewhere.

Media

Audio and video files that get automatically transcribed. Great for:

• Training videos and tutorials
• Recorded presentations and webinars
• Meeting recordings with important info
• Product demos and walkthroughs

Accepted formats: MP3, MP4, WAV, M4A

Note

Your assistant will “listen” to audio and video files and learn from what’s said. Longer recordings take more time to process.

Adding Website Content

1. Share the web address

   Paste the URL of the website you want your assistant to study.

2. Set boundaries

   Tell them how many pages to read (depth) and the maximum number of pages total.

3. Start the learning process

   Click “Add Source” and your assistant will begin reading and memorizing the content.

4. Keep them updated (optional)

   Turn on auto-sync so your assistant automatically learns when your website changes.

Things to Keep in Mind

• Large websites take longer for your assistant to learn
• More pages means more processing time
• Some pages might be protected and can’t be read
• Pages with lots of interactive elements may not work well

Organizing Training Materials Pro Tip

Keep your assistant’s training materials organized, just like you would for a new hire:

• DirectoryTraining Materials/

  • DirectoryProducts/

    • product-catalog.pdf
    • pricing-guide.pdf
    • feature-list.txt
  • DirectorySupport/

    • faq.txt
    • troubleshooting-guide.pdf
    • https://help.example.com
  • DirectoryCompany/

    • about-us.txt
    • https://example.com/about
  • DirectoryPolicies/

    • terms-of-service.pdf
    • privacy-policy.pdf

Managing What They’ve Learned

Refresh

Update website knowledge to get the latest information. Use this when your site has new content.

Remove

Take away outdated or incorrect materials. Keeps your assistant from giving old information.

Check Status

See if training is complete, in progress, or had any issues.

Tips for Better Training

Quality Over Quantity

Clear, well-organized information helps your assistant learn better than piles of messy content. Think about what a new employee would actually need:

• Accurate, current information
• Well-structured content with clear sections
• No conflicting or duplicate information

1. Use clear names

   Label materials descriptively like “Product FAQ” not “Document 1”

2. Group related content

   Organize by topic – it’s easier to manage and update later

3. Avoid duplicates

   Repeating the same information can confuse your assistant

4. Test after training

   Head to the Playground and ask questions to make sure they learned correctly

Common Questions

My assistant doesn't know about something I shared

• Double-check that the material covers that topic
• Make sure the training finished (check the status)
• Try asking the question in a different way
• The information might be buried too deep in a document

My assistant is giving outdated information

• Hit “Refresh” on website sources to get the latest content
• Upload the newest version of any documents
• Remove old materials before adding updated ones

Training seems stuck (over 24 hours)

• Very large files can take extra time
• Make sure the file type is supported
• Try splitting large files into smaller pieces
• Reach out to support if it’s been too long

Related Topics

Playground Interview your assistant after adding new training materials

Settings Adjust how your assistant searches their knowledge

Search Check that your assistant can find the right answers