Add sources

Your Knowledge Base is the content your AI agents answer from. The better your sources, the better the answers.

To add a source, go to Knowledge → Source in the left sidebar and click Add Source.

Sources you can add

There are six kinds of source. Pick the one that matches the content you already have.

Add a Q&A

Choose Add a Q&A, write the question and answer, and click Add Q&A.

You can also add Custom Instructions (how the agent should use this answer, see Custom instructions), a Reference Link sent with the answer, and KB Tags to limit when it is used.

Upload many Q&As at once

Choose Bulk Upload QnAs, click Download Sample CSV, fill in one Q&A per row, and upload it. Robylon shows every row before saving, so you can untick or fix any, then click Save.

What goes in the CSV

Column	What to put in it
qna_id	Leave blank.
question	The main question.
answer	The answer the agent should give.
alt_q_1 to alt_q_5	Up to five other ways customers ask the same question.
tags	Optional plain labels, separated by commas. These are not KB tags.

• Keep the sample’s column headers exactly as they are, and save your spreadsheet as CSV.
• Uploading never deletes anything, and duplicates are not detected. Search your sources first so you don’t add the same question twice.
• KB tags you pick on the review step apply to every Q&A in the file.

Upload a file

Choose Upload a File, drag in your documents or click Select from Device, and click Add File(s). Each file shows Processing while Robylon reads it, then Enabled once the agent can use it.

Uploaded files don’t update themselves. To change one, upload the new version and delete the old one, or keep the document in Google Drive instead.

Add files from Google Drive

Choose Add from Google Drive, click Connect and sign in to the Google account that owns the files. Then pick single files with Upload A File, or a folder with Upload Entire Folder, and click Add Files(s). PDF, Docx and Google Doc files are supported.

Set Auto Refresh to have Robylon check the files for changes every Monday, month or quarter. Whether Auto Refresh is available depends on your plan and usage. See Keeping sources up to date.

Add pages from your website

Choose Sync Webpage(s), enter your site’s address in Website URL to Sync, and click Crawl. When it finishes, tick the pages you want under Page List and click Add Sources.

Set Refresh Frequency to sync the pages again every Monday, month or quarter. See Keeping sources up to date.

Crawl limits and advanced settings

• A crawl adds up to 200 pages. For bigger sites, run one crawl per section.
• Only public pages can be read. Pages behind a login are skipped.
• Pages you already added are skipped, so overlapping crawls don’t create duplicates.
• URL paths to include and URL paths to exclude narrow the crawl, for example https://help.example.com/articles/* or */careers*. Without an include path, only pages under the address you entered are crawled.

Advanced setting	What it does
Additional URLs	Comma-separated pages to add even if the crawl would not find them.
Wait to load CSS selector	Waits for an element, for example #article-body, before reading pages that load with JavaScript.
Use XML Sitemap	Also reads your sitemap.xml to find pages. Off by default.

Source limits

Each plan limits the number of sources and their total size. The Source Count and Source Size cards at the top of the Source page show what you have used. Every Q&A and every web page counts as one source. See Manage your Knowledge Base.

Related guides

• Keep sources up to date
• Manage your Knowledge Base: statuses, tags and where each source is used
• Bulk testing: check answers before you go live