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Definition

Sources in Agentix provide content and context that AI agents can display, reference or use to collect input from users. They help agents act intelligently and visually—whether through showing a file, retrieving information or prompting the user to fill in structured data.

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Types of Sources

Agentix supports three main types of Sources:

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📄 Static Files

Files that the agent can use for:
  • Displaying visual content to the user (e.g. welcome images, banners)
  • Sending downloadable documents (e.g. invoices, brochures, instructions)
  • Referencing silently during decision-making or tool execution
✅ Useful for: product visuals, legal disclaimers, price lists or how-to guides.

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🧠 KB Sources (RAG)

RAG-enabled Knowledge Base (KB) Sources allow agents to dynamically retrieve and cite relevant information when answering user questions. Supported types:
  • 📄 Uploaded documents (PDF, DOCX, TXT)
  • 🌐 Website URLs (crawl and embed structured pages)
  • 🧾 Structured entries (FAQs or indexed data via metadata)
  • 🌍 Multi-language support and metadata filters
These KB sources are indexed and embedded using advanced chunking strategies to support accurate-contextual retrieval. ✅ Ideal for: policies, terms, service descriptions, internal documentation.

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📝 Forms

Forms are structured sources used by agents to:
  • Request specific user inputs (e.g. name, phone number, ID type)
  • Collect and validate data before moving to the next action
  • Trigger follow-up tools or decisions based on the form result
Forms can appear during live interactions or be triggered inside a task step. ✅ Ideal for: lead capture, appointment booking, document submission.

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How Sources Are Used

Sources are assigned to Actions and are used depending on the interaction context:
  • A Realtime Agent can show a file or ask the user to fill a form
  • A Task Agent may silently pull KB data to write or summarize something
  • Any AI agent can access RAG responses if a KB Source is configured

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Best Practices

  • Use clear names and tags for static files for easy reference
  • Group related files or forms by topic or action type
  • Regularly update KB Sources to keep responses aligned with current info
  • Keep forms short and focused for better user experience
To learn how to connect sources to your agents and workflows, see the Sources Integration Guide.