50.1 Maintaining Agent Knowledge

Knowledge Sources require ongoing review as website pages, documents, integrations, and business information change.

The Sources page provides user-facing actions for refreshing list status, previewing extracted content, reindexing a Source, and deleting a Source.

50.2 Refreshing the Sources List

Select Refresh above Existing Sources to retrieve the latest Source states.

The control is specifically intended for checking updated status after a background crawl finishes.

Refreshing the list does not itself re-crawl every Source.

50.3 Previewing a Source

Select the Preview control beside a Source to inspect What the AI sees for this source.

Preview before and after maintenance when you need to determine whether the extracted text is actually useful.

50.4 Reindexing a Source

Select Reindex beside a Source when you want AIUNIFY Chat to process it again.

The deployed operation:

  • Sets the Source back to Pending.
  • Clears the current Source error.
  • Queues the Source for processing again.

After requesting Reindex, allow the background job to run and use Refresh to check the new status.

50.5 When to Reindex

Typical reasons include:

  • The original crawl failed.
  • A website page changed.
  • An external Notion or Google Doc changed and the integration/source workflow supports reindexing.
  • A Document has no searchable Chunks.
  • The extracted content needs another processing attempt.

50.6 Document-Level Reindex

The What the AI knows page also provides Reindex for individual URL-backed Documents.

The interface describes this as re-crawling the page and rebuilding its Chunks.

This is useful when one Document needs attention without treating the entire Agent Knowledge collection as a problem.

50.7 Removing a Source

The Sources page provides a delete control for Sources when the user's workspace permissions allow it.

Select the delete action and confirm Delete this source? only after verifying that the correct Source was selected.

50.8 When to Remove a Source

Remove Sources that are:

  • Obsolete.
  • Incorrect.
  • Duplicated.
  • No longer authoritative.
  • Producing content that should not influence Agent answers.

50.9 Reindex vs. Delete

Use Reindex when the Source is still valid but needs to be processed again.

Use Delete when the Source itself should no longer be part of the Agent's Knowledge.

50.10 Verify After Maintenance

After Reindex or other Knowledge maintenance:

  1. Refresh the Sources list.
  2. Confirm the Source reaches the expected status.
  3. Preview the extracted text.
  4. Open What the AI knows.
  5. Inspect representative Chunks.
  6. Test realistic questions in Playground.

50.11 Knowledge Safety Best Practice

A large number of Sources is not automatically better than a smaller, accurate Knowledge base. Maintain current, authoritative content and remove conflicting or obsolete material so retrieval remains useful and predictable.

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