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Sources enable agents to access external data, static content or dynamic inputs during a task. They are centrally defined and assigned to agents per action, allowing flexible access to files, records and forms across workflows. Agentix Sources panel
Sources are globally managed and reusable across different workflows and agent assignments.

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Types of Sources

📁 Static Files

Upload files like PDFs, images, Excel or DOCX that can be previewed by agents or shown to users during a task.

📚 Knowledge Base (RAG)

Index content from files, URLs or text and allow agents to query this data using retrieval-augmented generation (RAG).

📝 Forms

Define interactive HTML forms to collect user input during tasks, shown dynamically to the user by the agent.

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Static Files

Static files are uploaded assets that can be shown to the user or previewed by the agent as part of a task. Common file types include:
  • Images (PNG, JPG, etc.)
  • PDFs
  • Excel sheets
  • DOCX or text documents
These files are ready to use immediately once uploaded.
Static files do not require processing — they are usable as soon as they’re uploaded.

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Example of Image - Static File Source

Example Static Image

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📚 Knowledge Base (RAG)

Knowledge Base sources enable agents to perform contextual search using retrieval-augmented generation (RAG). This allows an agent to answer user questions based on:
  • Uploaded files (PDF, TXT)
  • Website URLs
  • Raw pasted text
Each knowledge source goes through a background indexing pipeline and may have the following statuses:
StatusMeaning
draftNewly created and not yet processed
processingCurrently being indexed
readyAvailable for use by agents
failedIndexing failed due to format or content issues
Agents can only query RAG sources once the status is ready.

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Example of Knowledge Base Source

Example Knowledge Base

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📝 Forms

Forms allow you to collect structured input from users during a conversation. These are defined using valid HTML <form> markup and rendered to the user inline during a task.
Forms must include a valid <form> element and can contain any HTML inputs (text fields, dropdowns, radios, etc.)

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Example

<form>
  <label for="id">Enter ID Number:</label><br/>
  <input type="text" id="id" name="id" required /><br/>
  <button type="submit">Submit</button>
</form>
The agent can reference the submitted values and decide how to proceed — for example, validating a document or continuing a transaction.

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Source Readiness Matrix

Source TypeInput FormatReadiness RulesAgent Usage
Static FilesImage, PDF, Excel, DOCXImmediately ready once uploadedPreview or display
Knowledge BasePDF, TXT, URL, TextMust reach ready statusQueried for RAG
FormsHTML form blockMust be valid HTMLRendered to user

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How to Create a Source

1

Open cPanel → Sources

Navigate to Sources in the sidebar to manage or add new sources.
2

Select the Source Type

Choose between Static Files, Knowledge Base or Form.Media Upload Configuration
3

Add Your Input

  • Upload file / paste text / insert HTML form
4

Save and Tag

Give your source a name and optional tags. For RAG, wait for ready status before using.
Continue to the Tools section to define what your agents can do with these sources.