Agents allow you to leverage private or public data to improve the quality of their answers by searching in designated data sources and retrieving the most relevant data to respond.

During the creation process, you can add specific data sources for your agent to search, such as filesdocuments, website pages, the ServiceNow Catalog, a Confluence Knowledge basewiki, or SharePoint content.In the second step of your agent’s configuration, you can add a new data source by clicking the + Add a data source button and then selecting the type of data source: documents or external integrationscontent from SharePoint.

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You can add files by clicking the Upload documents option in the drop-down list.

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The next steps consist of giving the data source a name and uploading your files.

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Click Add file to upload the files to your data source repository where you can then add them to your agent.

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(what about folders, it is the same option? the figma is not clear about this)

External integrations

You can add various external integrations by clicking the Add external integrations option in the drop-down list.

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You will then be asked to choose which type of integration to add: webpage, ServiceNow Catalog, Confluence knowledge base, or Sharepoint Content.

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Adding a website

To add a new website data source, click the Webpage tile and then Configure and Connect.

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• Name your data source;

• Add the URL of the website;

• Choose whether to limit pages to Only child pages or the Entire website.

Finally, click the Add button to add this website to your data source repository where you can then add it to your agent.

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Adding a third-party integration

ServiceNow catalog

To add a new ServiceNow catalog data source, click the ServiceNow Catalog tile.

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To configure a new ServiceNow catalog data source, you will need to provide the following information:

• Give a name to the data source

• Select an existing connection to ServiceNow (or add a connection if you don’t have any configured)

• Choose a Knowledge base

• Choose who to share this data source with

• Filter the data to add with a Glide query and then select what you are interested in.

• Save

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Finally, click the Add button to add this new integration to your data source repository where you can then add it to your agent.

Confluence Knowledge base

To add a new Confluence Knowledge base data source, click the Confluence Knowledge base tile.

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Configuration TBD

Finally, click the Add button to add this new integration to your data source repository where you can then add it to your agent.

SharePoint content

To add a new SharePoint content data source, click the SharePoint content tile.

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Configuration TBD

Finally, click the Add button to add this new integration to your data source repository where you can then add it to your agent.

create a new data source by navigating to Build > Data sources and selecting the main data source type: Documents or External integrations.

Data source status

The status of data sources can be tracked via their status tag, which can be the following:

• Created: the data source has been created but has not been processed yet.

• Awaiting indexing: the data source’s indexing is pending.

• Indexing in progress: the data source is being processed and indexed.

• Failed: the processing of the data source has failed. In this case, you may need to check its configuration and resynchronize it.

• Refresh requested: the data source’s resynchronization was triggered.

• Partial success: A part of the data source failed to be indexed but the rest was indexed successfully. This status indicates that the data source can be used but not all the content is available.

• Ready: The data source is ready to use.

Resynchronization

In case the data from your data source has been updated (for example, you added documents to your SharePoint site), you can resynchronize it to ensure you have the most up-to-date data for your agents by clicking the Resync button in Build > External integrations.

Once the Resync button has been clicked, the data source will have the Refresh requested status, meaning that you need to wait for the resynchronization process to finish. The resynchronization time mainly depends on the size and complexity of your data source.

To check if your data source has finished resynchronizing, refresh the page and check its status.

Resynchronizing is also essential if your data source has the Failed status, meaning that its processing failed, or the Partial success status. In this case, check the configuration of the data source and make changes if necessary. If the changes directly pertain to the source data (such as changing the relative site path in a Microsoft SharePoint data source for example), the data source will automatically resync.

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