Creating Knowledge Sources
Learn how to create and manage knowledge sources in the Management Portal.
Overview
A knowledge source is a named group of one or more knowledge units. When an agent tool or the Knowledge Explorer queries a knowledge source, the query runs across its knowledge units.
A knowledge source does not define data sources, pipelines, schedules, or embedding settings:
- Data sources and data pipelines load and index content into knowledge units. See Creating Data Pipelines.
- Knowledge units point to the vector databases that hold the indexed content. See Creating Knowledge Units.
Data source → Data pipeline → Knowledge unit(s) → Knowledge source → Agent tools / Knowledge Explorer
Prerequisites
- The Knowledge Sources Contributor role at the instance scope, so the Create Knowledge Source button is shown.
- At least one knowledge unit.
Knowledge Sources List
In the sidebar, select Data > Knowledge Sources.
| Column | Description |
|---|---|
| Name | The knowledge source name. |
| Description | The description. |
| Knowledge Units | How many knowledge units the knowledge source contains. |
| Actions | View JSON definition ({}), Edit (pencil), and Delete (trash). |
Use Search knowledge sources to filter by name or description, and the refresh button to reload the list.
Create a Knowledge Source
On the Knowledge Sources page, select Create Knowledge Source.
Fill in the form:
Field Description Knowledge Source name Letters, numbers, dashes, and underscores only. A check or x icon shows whether the name is available. Description Helps others understand the knowledge source's purpose. Knowledge Units Required. Select one or more knowledge units. The list is searchable, and selected units appear as chips. Select Create Knowledge Source.
If no knowledge unit is selected, the portal shows "At least one knowledge unit is required." After saving, you return to the list. Select Cancel to return without saving.
Use a Knowledge Source
- Agents: Tools can reference a knowledge source as a resource. See Tools.
- Testing: Use Data > Knowledge Explorer to run test queries against a knowledge source. See Knowledge Explorer.
Edit a Knowledge Source
- Select the Edit (pencil) icon in the list.
- The Edit Knowledge Source page opens. The name cannot be changed after creation.
- Add or remove knowledge units, update the description, and select Save Changes.
When editing, select Access Control at the top right to manage role assignments on the knowledge source.
Delete a Knowledge Source
Select the Delete (trash) icon, then select Yes in the Delete Knowledge Source dialog. Deleting a knowledge source does not delete its knowledge units or indexed content.