Sources

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.

Sources are globally managed and reusable across different workflows and agent assignments.

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.

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.

Example of Image - Static File Source

📚 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:

Status	Meaning
`draft`	Newly created and not yet processed
`processing`	Currently being indexed
`ready`	Available for use by agents
`failed`	Indexing failed due to format or content issues

Agents can only query RAG sources once the status is ready.

Example of Knowledge Base Source

📝 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.)

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.

Source Readiness Matrix

Source Type	Input Format	Readiness Rules	Agent Usage
Static Files	Image, PDF, Excel, DOCX	Immediately ready once uploaded	Preview or display
Knowledge Base	PDF, TXT, URL, Text	Must reach `ready` status	Queried for RAG
Forms	HTML form block	Must be valid HTML	Rendered to user

How to Create a Source

Open cPanel → Sources

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

Select the Source Type

Choose between Static Files, Knowledge Base or Form.

Add Your Input

Upload file / paste text / insert HTML form

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.

🚀 Getting Started

⚡ PowerLinks

🔌 Agent Assignment Utilities

📊 Monitoring

⚙️ Settings

Types of Sources

📁 Static Files

📚 Knowledge Base (RAG)

📝 Forms