Manual Source

Create and manage knowledge documents directly in AGO

Create and manage knowledge documents directly in AGO without importing from external systems. Use manual sources for custom content, internal documentation, or file uploads.

Overview

Feature	Details
Authentication	None required
Content Type	Custom documents, PDF, Markdown, text and Office files
Hierarchy	Fully customizable
Best For	Internal docs, custom content

Use Cases

• Internal Documentation: Company policies, procedures, guidelines
• Custom Content: FAQ answers, response templates
• File Upload: Import several documents at once
• Hybrid Sources: Supplement external content with custom additions

Creating a Manual Source

Via Admin Interface

1. Navigate to Knowledge → Sources
2. Click Create New Source
3. Select AGO or Manual as the source type
4. Enter a source name
5. Click Save

Source Configuration

Field	Description
Name	Descriptive name for the source
Public Display	Whether content appears in public portal
Restricted Keywords	Limit availability to matching conversation keywords

Adding Documents

Create Document Manually

1. Open your source in Knowledge → Sources.
2. In Content, click Create Document.
3. Enter a title and click Create.
4. Open the new document from the source’s content list to edit its content and save your changes.

Upload Files

1. Open your AGO or manual source in Knowledge → Sources.
2. In Content, click Import Content.
3. Select or drag and drop up to 10 files at once, then click Upload.

Supported formats are PDF, Markdown (.md, .markdown), text (.txt), Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx), CSV and HTML. Each file can be up to 20 MB. Markdown and text files must use UTF-8 encoding; Markdown formatting is preserved.

Each file becomes a document. If an import fails, the remaining files stay selected so you can retry without uploading the successful files again.

ℹ️ NOTE: Documents can also be created and uploaded via API. See the Public API v1 Reference for endpoint details.

Document Structure

Markdown Content

Documents support full Markdown formatting:

# Getting Started

Welcome to our platform!

## Prerequisites

- Account access
- API key

## Quick Start

1. Log in to the dashboard
2. Navigate to Settings
3. Generate an API key

```code
api_key = "your-key-here"
```

> **Note**: Keep your API key secure.

Related Questions

Add questions users might ask:

How do I get started?
What are the prerequisites?
Where do I find my API key?

These help the AI match user queries to the document.

Organizing Documents

Hierarchy

Create parent-child relationships:

1. Create a parent document (e.g., “User Guide”)
2. Create child documents and set the parent
3. Documents appear nested in navigation

Document Order

Set display order within the hierarchy:

In the source’s Content tab, drag a document before or after another document to change its order. Drop it inside another document to make it a child.

PDF Import

Supported Features

• Text extraction from PDF files
• Document titles based on the uploaded filename
• Content chunking for large files

Limitations

• Scanned PDFs may require OCR
• Complex formatting may be simplified
• Image extraction depends on the PDF extraction method available

Best Practices

• Use text-based PDFs when possible
• Review extracted content for accuracy
• Edit document titles if needed

Content Management

Editing Documents

1. Navigate to the document
2. Click Edit
3. Modify content
4. Click Save

Changes create a new version automatically.

Deleting Documents

1. Navigate to the document
2. Click Delete
3. Confirm deletion

Warning: Deletion is permanent. Consider disabling public display instead.

Bulk Operations

Bulk document deletion is available via the API. See the Public API v1 Reference for endpoint details.

Translations

Add translations for multi-language support:

1. Open a document
2. Click the Translations globe icon in the document sidebar
3. Click Add Translation
4. Select language and enter translated content
5. Save

See Knowledge Translations for details.

Best Practices

Content Quality

• Write clear, focused documents
• Use headings for structure
• Include examples where helpful
• Add related questions for better matching

Organization

• Create logical folder structure
• Use consistent naming conventions
• Group related content together

Maintenance

• Review content regularly for accuracy
• Update outdated information
• Archive obsolete documents

Related Documentation

• Public API v1 Reference - Complete API documentation for document management

• Knowledge Connectors - All available connectors

• Knowledge Source Management - Source configuration

• Knowledge Translations - Multi-language support

• Knowledge Versioning - Version history