Skip to main content

Sources

Sources are one of the most common building blocks in Command AI. They represent groups of written content ("articles") that you want to make available to Command AI and your users. Common examples of sources include:

  • Help centers / documentation sites
  • Tutorial content (”Education centers”)
  • Marketing site
  • Blog

While it’s possible to get a single document into Command AI (as a "file"), sources refer to groups of article that you’ll probably want to update in the future (delete old ones, update changed ones, add new ones).

You can view and add new sources at Dashboard -> Content -> Sources.

How are sources used in Command AI?

Sources are used for two purposes in Command AI.

  • For training Copilot. For instance, Copilot can answer a user’s question combining information from two documents in your source. For external sources, Copilot will also cite its source material, so users can read more directly from relevant articles.
  • For Nudges, articles can be embedded in media blocks or linked out in buttons.
  • For HelpHub. Articles from sources can be surfaced in search or used in recommendations.
  • For Spotlight. Articles from sources can be surfaced in search or used in recommendations.

How do I set up a source?

You can add new sources at Dashboard -> Content -> Sources. You'll click Add Source, choose between a Help Center platform (like Zendesk) or a public website.

When adding a source, you first provide the URL of the source. Command AI will then begin the process of syncing with all pages contained at that URL.

Managing the process of keeping sources up-to-date is handled by your sync settings.

Authenticated content

If your article content is behind authentication (requires a password to access), then it cannot be picked up by our public website sync option.

Can I make any website a source?

Command AI can make any public website a source!

How can I sync a website that requires auth/log in?

There are two primary routes customers take in this case.

  1. Temporarily remove auth and then sync your website
  2. [Code] Fetch all of your docs via an API (will depend on your provider), then add those as a record

Deleting a source

Of course, at some point you may need to delete a source and all of it's related content. To do so:

  1. Head to Dashboard -> Content
  2. Click the 3 dot menu at the right of a source
  3. Select Delete source