Configuring Copilot Sources

AI Copilot connects directly to your internal knowledge base, providing users with up-to-date and accurate answers. The internal Product Fruits knowledge base syncs almost instantly, while external resources update automatically once a day. Additionally, you can manually trigger synchronization for external resources up to three times per day using the three-dot menu.

Managing Sources

A simple dashboard provides an overview of all sources. Here, you can see:

• Source: Clicking on the source will redirect you to a new page where you can manage individual pages or articles within that source.
• Synchronisation type: Manual or daily
• Last synchronisation time: Track the latest data refresh.
• Training mode toggle: Choose whether a source is for AI training only or is included in search results. Training mode means that a given source or page will be used by Copilot to generate answers, but it will not be shown to the user in the list of sources used. However, it will still appear in the Life Ring Button.

Adding External Sources

You can integrate external resources into AI Copilot’s knowledge base, either by connecting a website or by uploading a file.

How to Integrate a Website

External sources update once daily by default, but you can manually sync them up to ten times a day if needed. Currently, external sources that are behind a login are not supported, but this feature is coming soon.

You have full control over:

• Selecting which parts of a source to include or exclude.
• Choosing automatic or manual sync options.
• Marking some sources as “train only” to improve the search results, without linking the source
• Adding rules to include/exclude specific paths.

For example, we have selected our own Knowledge Base as one of the sources, defined a new rule, and provided the specific path to exclude the "Getting Started with Product Fruits" article. As a result, it will be excluded from the AI Copilot’s answers.

Another way to select which paths should be included is by clicking on the Source and toggling off the "Include" option.

Using Files as a Knowledge Source

You can upload files of the following types:

• PDF
• DOCX: Microsoft Word documents
• TXT: Plain text files
• MD: Markdown files, often used for documentation
• HTML: Webpage files

Please keep in mind that the size limit for uploading files is 50mb/file.