> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agentixhub.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sources

> Configure and manage data sources for your agents assignment

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.

<img src="https://mintcdn.com/agentix-5c0a3d87/nRZdjUb99nMM2ncE/user-guide/images/sources.png?fit=max&auto=format&n=nRZdjUb99nMM2ncE&q=85&s=9dbf059008cd348ebe839be18dda0f53" alt="Agentix Sources panel" className="rounded-xl shadow my-4" width="1008" height="550" data-path="user-guide/images/sources.png" />

<Info>
  Sources are globally managed and reusable across different workflows and agent assignments.
</Info>

## Types of Sources

<CardGroup>
  <Card title="📁 Static Files" size="md" href="#static-files">
    Upload files like PDFs, images, Excel or DOCX that can be previewed by agents or shown to users during a task.
  </Card>

  <Card title="📚 Knowledge Base (RAG)" size="md" href="#knowledge-base">
    Index content from files, URLs or text and allow agents to query this data using retrieval-augmented generation (RAG).
  </Card>

  <Card title="📝 Forms" size="md" href="#forms">
    Define interactive HTML forms to collect user input during tasks, shown dynamically to the user by the agent.
  </Card>
</CardGroup>

<div id="static-files" />

***

## 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.

<Check>
  Static files do not require processing — they are usable as soon as they’re uploaded.
</Check>

### Example of Image - Static File Source

<img src="https://mintcdn.com/agentix-5c0a3d87/nRZdjUb99nMM2ncE/user-guide/images/source-static-image.png?fit=max&auto=format&n=nRZdjUb99nMM2ncE&q=85&s=08bcd7a326614c6ed8fc4e6e18e1e4f1" alt="Example Static Image" className="rounded-lg shadow my-4" width="1008" height="550" data-path="user-guide/images/source-static-image.png" />

<div id="knowledge-base" />

***

## 📚 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 |

<Info>
  Agents can only query RAG sources once the status is `ready`.
</Info>

### Example of Knowledge Base Source

<img src="https://mintcdn.com/agentix-5c0a3d87/nRZdjUb99nMM2ncE/user-guide/images/source-rag.png?fit=max&auto=format&n=nRZdjUb99nMM2ncE&q=85&s=e01dc0995fdab2d9b279e83f7dbe6b12" alt="Example Knowledge Base" className="rounded-lg shadow my-4" width="1150" height="626" data-path="user-guide/images/source-rag.png" />

***

<div id="forms" />

## 📝 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.

<Check>
  Forms must include a valid `<form>` element and can contain any HTML inputs (text fields, dropdowns, radios, etc.)
</Check>

### Example

```html theme={null}
<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

<Steps>
  <Step title="Open cPanel → Sources">
    Navigate to **Sources** in the sidebar to manage or add new sources.
  </Step>

  <Step title="Select the Source Type">
    Choose between Static Files, Knowledge Base or Form.

    <img src="https://mintcdn.com/agentix-5c0a3d87/nRZdjUb99nMM2ncE/user-guide/images/source-create.png?fit=max&auto=format&n=nRZdjUb99nMM2ncE&q=85&s=c103316a4244329c48ab05238f6c5b5f" alt="Media Upload Configuration" className="rounded-lg" width="1440" height="788" data-path="user-guide/images/source-create.png" />
  </Step>

  <Step title="Add Your Input">
    * Upload file / paste text / insert HTML form
  </Step>

  <Step title="Save and Tag">
    Give your source a name and optional tags. For RAG, wait for `ready` status before using.
  </Step>
</Steps>

***

Continue to the [Tools](/user-guide/tools-sources/tools) section to define what your agents can **do** with these sources.