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 PDF uploads.

Overview

Feature	Details
Authentication	None required
Content Type	Custom documents, PDFs
Hierarchy	Fully customizable
Best For	Internal docs, custom content

Use Cases

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

Creating a Manual Source

Via Admin Interface

1. Navigate to Knowledge → Sources
2. Click Create 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	Keywords to filter from search

Adding Documents

Create Document Manually

1. Go to Knowledge → All Content
2. Click Create Document
3. Select your manual source
4. Enter document details:
   • Title
   • Content (Markdown supported)
   • Related questions (optional)
5. Click Save

Upload PDF Files

1. Go to your manual source in Knowledge → Sources
2. Click Import > Upload PDF
3. Select your PDF file(s)
4. AGO extracts text and creates documents

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:

1. Edit a document
2. Set the **Position** field
3. Lower numbers appear first

## PDF Import

### Supported Features

- Text extraction from PDF files
- Automatic title detection
- Content chunking for large files

### Limitations

- Scanned PDFs may require OCR
- Complex formatting may be simplified
- Images within PDFs are not imported

### Best Practices

- Use text-based PDFs when possible
- Review extracted content for accuracy
- Edit titles if auto-detected incorrectly

## 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](../api/public-api-v1) for endpoint details.

## Translations

Add translations for multi-language support:

1. Open a document
2. Click **Translations** tab
3. Click **Add Translation**
4. Select language and enter translated content
5. Save

See [Knowledge Translations](../features/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](../api/public-api-v1) - Complete API documentation for document management

- [Knowledge Connectors](./knowledge-connectors) - All available connectors
- [Knowledge Source Management](../features/knowledge-source-management) - Source configuration
- [Knowledge Translations](../features/knowledge-translations) - Multi-language support
- [Knowledge Versioning](../features/knowledge-versioning) - Version history