Adding knowledge sources
Path: Agent Studio → Knowledge → Sources
You build your agent’s knowledge one source at a time. Each source brings content in, keeps it in sync, and contributes the articles the agent can retrieve. You’ll usually combine several. Click + Add Source in the top-right to open the Add knowledge source picker, then pick the source that matches where the content already lives.
The source types
Section titled “The source types”Crawl Website or Help Center
Section titled “Crawl Website or Help Center”Point it at a starting URL and it indexes the whole site, following links to pull in every page it finds. This is the fastest way to onboard an existing public knowledge base, support site, or docs portal in one step. It re-crawls on a schedule, so published changes flow in without manual updates. Best when the canonical content is already live on your own domain.
Add Single Web Page
Section titled “Add Single Web Page”Adds exactly one public page — a pricing page, a single FAQ, one blog post — without crawling everything around it. Use it when you want a specific page and nothing else, or to top up a crawl with a page that lives elsewhere.
Create Internal Article
Section titled “Create Internal Article”Write a guide directly inside Foldspace, for knowledge that doesn’t exist publicly: SOPs, escalation steps, internal FAQs, or best-practice articles that shape how the agent runs an action (see the note below). Because you own the text, this is the cleanest source to edit when you’re closing a specific gap.
Help Center connector (Intercom, Zendesk, Salesforce…)
Section titled “Help Center connector (Intercom, Zendesk, Salesforce…)”Connects directly to your help-desk platform over its API instead of crawling HTML. For teams already on Intercom (or Zendesk, Salesforce, and similar), this syncs your existing help-center articles automatically and keeps them current as your support team edits them — no re-crawl, no copy-paste.
For Intercom, you connect with an access token (find it in your Intercom Developer Hub under Authentication), then pick which Help Center and Collections to sync. Because it authenticates over the API, it can reach gated help-center content, and an optional weekly auto-resync keeps articles up to date.
Add Training Video
Section titled “Add Training Video”Uses an online video to train the agent and enrich answers with what’s shown on screen — product demos, tutorials, onboarding recordings. Good for walkthroughs where the steps are easier to show than to write.
Upload File (PDF, DOCX, or PPTX)
Section titled “Upload File (PDF, DOCX, or PPTX)”Imports content from a document — glossaries, pricing sheets, specs, slide decks. Use it for material that only exists as a file and isn’t going to live on the web.
Glossary
Section titled “Glossary”Defines key terms, abbreviations, brand names, and translations so the agent uses consistent vocabulary. Reach for it when your product’s language differs from how users phrase things.
| Source | Syncs how | Best for |
|---|---|---|
| Crawl Website or Help Center | Scheduled re-crawl | Existing public KBs, docs, support sites |
| Add Single Web Page | Per-page refresh | One specific public page |
| Create Internal Article | You edit it directly | Non-public content; action best practices |
| Help Center connector (API) | Automatic, via the platform | Teams already on Intercom/Zendesk/Salesforce |
| Add Training Video | On the source | Demos and walkthroughs |
| Upload File | Re-upload | Glossaries, specs, decks |
| Glossary | You edit it directly | Terminology and translations |
After you pick a type, provide the URL, file, or content as prompted. Each source shows its article count and sync status (for example, “Synced” with the date of the last update), and appears in the left sidebar under its category.
Organizing with Folders
Section titled “Organizing with Folders”The Folders tab groups knowledge by topic or page context — useful when you want the agent to surface certain content only on certain pages of your app. Assign articles to a folder, then scope where that folder applies.
The knowledge article list
Section titled “The knowledge article list”The main table lists every individual article with its Name, source URL (for web content), Location (folder or source), and Synced date. Use it to confirm a crawl or connector actually pulled in what you expected before you rely on it.
Next step
Section titled “Next step”Once content is in, validate that the agent answers correctly from it before users do.