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Plain text sources

Plain Text sources are named blocks of text the agent searches when answering — policies, facts, and short instructions that are yours to paste and don't live in a document or on a website.

Create a text​

  1. Open the Plain Text tab and click Create new text.
  2. In the Add Plain Text window, optionally select Connected agents — you can also connect the text later.
  3. Enter a Title (up to 255 characters).
  4. Paste or type the Text. The limit is 50,000 characters per source — longer text shows Text exceeds the 50,000 character limit. Upload as File instead.
  5. Click Add.

The new text appears in the Plain Text table.

Edit and re-index a text​

The table shows each text's title, Status, Usage Count, Connected Agents, and Last Editing date. Use the row actions to view a text, change it in the Edit Plain Text window, index it, or delete it.

When you edit a text, its status changes to Modified. Click Index to re-index it so agents use the new version.

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