> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cosmo.humanizing.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Text Sources

> Add custom text content to your agent's knowledge base for information not available on your website

## Overview

Text sources allow you to add custom content directly to your agent's knowledge base. This is perfect for information that doesn't exist on your website, such as internal policies, specialized knowledge, or supplementary content that helps your agent answer questions more comprehensively.

<Tip>
  Text sources are ideal for company-specific information like internal processes, detailed product specifications, or answers to questions that visitors frequently ask but aren't covered on your website.
</Tip>

## When to Use Text Sources

Text sources fill the gaps that web sources can't cover:

| Use Case                    | Example                                                     |
| --------------------------- | ----------------------------------------------------------- |
| **Internal policies**       | Return policies, shipping procedures, warranty terms        |
| **Company information**     | Company history, mission statements, team bios              |
| **Detailed specifications** | Technical specs, compatibility information, sizing guides   |
| **Process documentation**   | How-to guides, step-by-step instructions                    |
| **Supplementary content**   | Information that complements your website content           |
| **Temporary content**       | Seasonal promotions, event information, limited-time offers |

<Note>
  Unlike web sources that are imported from URLs, text sources are created and maintained entirely within the platform. This gives you complete control over the content without needing to update your website.
</Note>

***

## Adding a Text Source

To add a new text source to your agent's knowledge base:

<Steps>
  <Step title="Navigate to Text Sources">
    Go to your agent's **Sources** tab and select **Text** from the source type options.
  </Step>

  <Step title="Click Add New">
    Switch to the **Add New** tab to access the text entry form.
  </Step>

  <Step title="Enter a Title">
    Provide a descriptive title for your text source. This helps you identify the content later and improves organization.

    **Good titles:**

    * "Return Policy Details"
    * "Product Compatibility Guide"
    * "Company History and Mission"

    **Avoid generic titles like:**

    * "Info"
    * "Text 1"
    * "Content"
  </Step>

  <Step title="Add Your Content">
    Enter the content you want your agent to learn from. The rich text editor supports formatting to help structure your content clearly.
  </Step>

  <Step title="Save">
    Click **Add Text** to save your content. It will be added to your knowledge base and become available to your agent.
  </Step>
</Steps>

***

## Rich Text Editor

The text source editor includes rich text formatting capabilities to help you structure content effectively:

### Supported Formatting

| Format       | Purpose                                                   |
| ------------ | --------------------------------------------------------- |
| **Bold**     | Emphasize important terms and key points                  |
| *Italic*     | Add emphasis or denote special terms                      |
| **Headings** | Create sections and organize content hierarchy            |
| **Lists**    | Bullet points and numbered lists for step-by-step content |
| **Links**    | Include clickable URLs to external resources              |

### Formatting Tips

<AccordionGroup>
  <Accordion icon="heading" title="Use headings for structure">
    Break long content into sections with clear headings. This helps both users reading the content and the AI when retrieving relevant information.

    ```
    ## Shipping Information

    ### Domestic Shipping
    We offer free shipping on orders over $50...

    ### International Shipping
    International orders are shipped via...
    ```
  </Accordion>

  <Accordion icon="list" title="Use lists for processes">
    When documenting step-by-step processes, use numbered lists:

    ```
    To return an item:
    1. Log into your account
    2. Navigate to Order History
    3. Select the item to return
    4. Print the return label
    ```
  </Accordion>

  <Accordion icon="bold" title="Highlight key information">
    Use bold text to emphasize critical details that your agent should prioritize in responses:

    "Returns must be initiated within **30 days** of purchase."
  </Accordion>
</AccordionGroup>

***

## Managing Text Sources

### Viewing Your Sources

All your text sources appear in the **My Sources** tab with:

* **Title** - The name you gave the source
* **Status** - Current processing status (Pending, Processing, Ready, Failed)
* **Created date** - When the source was added
* **Actions** - Edit and delete options

### Editing a Text Source

To update an existing text source:

1. Find the source in **My Sources**
2. Click the **Edit** button (pencil icon)
3. Modify the title or content as needed
4. Click **Save Changes**

<Note>
  The text editor has a maximum display height of approximately 500px. When your content exceeds this, the editor becomes scrollable — your full content is preserved and processed correctly. The **Save Changes** button is always visible at the bottom of the modal regardless of content length.
</Note>

<Note>
  After editing a text source, you'll need to click **Train Agent** to reprocess the content and update your agent's knowledge base with the changes.
</Note>

### Deleting a Text Source

To remove a text source:

1. Find the source in **My Sources**
2. Click the **Delete** button (trash icon)
3. Confirm the deletion

<Warning>
  Deleting a text source permanently removes it from your knowledge base. The agent will no longer have access to this information when answering questions.
</Warning>

***

## Best Practices

<AccordionGroup>
  <Accordion icon="bullseye" title="Be specific and comprehensive">
    Include all relevant details in your text sources. The more complete the information, the better your agent can answer questions.

    **Good example:**
    "Our return policy allows returns within 30 days of purchase. Items must be unused and in original packaging. Refunds are processed within 5-7 business days after we receive the returned item. Shipping costs are non-refundable unless the return is due to our error."

    **Poor example:**
    "We accept returns."
  </Accordion>

  <Accordion icon="sitemap" title="Organize content logically">
    Group related information together in single text sources rather than creating many small, fragmented entries.

    **Better approach:**
    Create one comprehensive "Shipping & Returns" text source covering all related policies.

    **Avoid:**
    Separate sources for "Returns", "Shipping times", "Return shipping", "Refund processing" when they're all related.
  </Accordion>

  <Accordion icon="pen" title="Write in natural language">
    Write content as if you were explaining it to a customer. The AI works best with clear, conversational content.

    **Good:**
    "If your order arrives damaged, please contact us within 48 hours with photos of the damage. We'll arrange a replacement or refund at no additional cost to you."

    **Less effective:**
    "Damaged items: contact support, 48hr limit, photos required, replacement/refund available."
  </Accordion>

  <Accordion icon="arrows-rotate" title="Keep content current">
    Review and update text sources regularly, especially for time-sensitive information like policies, pricing, or promotions.
  </Accordion>

  <Accordion icon="flask" title="Test after adding">
    After adding text sources, test your agent in the Playground with relevant questions to verify the content is being used effectively.
  </Accordion>
</AccordionGroup>

***

## Content Examples

### Example 1: Company Information

```
## About Our Company

Founded in 2015, Acme Corp has been providing innovative solutions
for small businesses. Our mission is to simplify operations and
help businesses grow.

### Our Team
We have a team of 50+ dedicated professionals across engineering,
customer support, and sales.

### Contact Information
- Email: support@acmecorp.com
- Phone: 1-800-ACME-123
- Hours: Monday-Friday, 9 AM - 6 PM EST
```

### Example 2: Product Specifications

```
## Widget Pro Technical Specifications

**Dimensions:** 6" x 4" x 2"
**Weight:** 1.5 lbs
**Power:** USB-C, 5V/2A
**Battery:** 5000mAh lithium-ion
**Charging time:** 2 hours
**Operating temperature:** 32°F - 104°F

### Compatibility
- Works with Windows 10/11, macOS 10.15+
- iOS 14+ and Android 10+ for mobile app
- Requires Bluetooth 5.0 for wireless features
```

### Example 3: FAQ Content

```
## Frequently Asked Questions

### Do you offer gift wrapping?
Yes! We offer gift wrapping for $5 per item. Select the gift wrap
option at checkout and include a personalized message.

### Can I change my order after placing it?
Orders can be modified within 1 hour of placement. Contact our
support team immediately if you need to make changes.

### Do you price match?
We match prices from authorized retailers. Submit a price match
request within 14 days of purchase with proof of the lower price.
```

***

## Common Issues

### Content Not Appearing in Responses

If your agent isn't using the text source content:

1. **Check the status** - Ensure the source shows as "Ready" in My Sources
2. **Train your agent** - Click "Train Agent" after adding new content
3. **Test with specific questions** - Ask questions directly related to the content
4. **Check for conflicts** - Other sources might contain contradicting information

### Formatting Looks Wrong

If your formatted content doesn't display correctly:

* Avoid excessive nesting (too many sub-headings)
* Keep formatting simple - basic bold, italic, lists, and headings work best
* Test long content in the editor preview before saving

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Web Sources" icon="globe" href="/sources/web-sources">
    Import content from your website pages.
  </Card>

  <Card title="Q&A Sources" icon="circle-question" href="/sources/qa-sources">
    Create targeted question-answer pairs for precise responses.
  </Card>

  <Card title="Test Your Agent" icon="flask" href="/agents/playground">
    Verify your text sources work in the Playground.
  </Card>

  <Card title="Sources Overview" icon="database" href="/sources/overview">
    Learn about all source types and best practices.
  </Card>
</CardGroup>