Sources & knowledge
Resource libraries
Create libraries of links and files your agents can surface to users during a conversation, and attach them to an agent.
A resource library is a named collection of resources — links or files — that an agent can surface to users during a conversation. When a user’s message matches a resource, the assistant offers it as a helpful reference (shown as a card with the resource’s title and description).
Libraries belong to a workspace and are shared by all of its agents, but an agent only surfaces a library once that library has been attached to it.
How the assistant surfaces resources
Once a library is attached to an agent, the assistant watches the conversation and surfaces a resource when the user’s request matches:
- the resource’s title or description — the text shown to users, or
- the resource’s matching hints — hidden text used only for matching (synonyms, alternative phrasings, “use when…” notes).
Write titles and descriptions the way your users phrase their requests; use matching hints for extra wording you don’t want on the visible card.
The full flow at a glance
The walkthrough below replays every step in the real interface. Use Prev / Next to move at your own pace; each step highlights the button to click and the area to watch.
Start a chat with your agent.
CreateConversation metrics for this agent.
Manage feedback on agent messages.
Title
Title
Resources
Title
Description
Matching hints (not shown to users)
Title
Resources
| Title | Description | Link | |
|---|---|---|---|
| Quick start guide | The basics to get up and running. | quickstart.pdf |
The assistant can surface resources from the selected libraries when a user's request matches a resource's title or description.
Step by step
1. Open the resource libraries manager
In Studio, open the left sidebar, expand the Sources section, then select Resource libraries. This opens the manager for the current workspace.
2. Create a library
- Click New library (top-right of the page).
- On the New resource library page, enter a Title (1–200 characters).
- Click Create.
The library appears in the list showing its resource count. Click the → arrow on its card to open it.
3. Add resources
Open the library and click Add, fill in the fields, then click Create. Each resource has:
| Field | Shown to users | Required | Limit | Purpose |
|---|---|---|---|---|
| Title | Yes | Yes | 1–200 characters | Name on the resource card. |
| Description | Yes | No | ≤ 2000 characters | Shown on the card; also used for matching. |
| Matching hints | No | No | ≤ 1000 characters | Extra terms that help matching. Labelled Matching hints (not shown to users). |
| Link | — | Yes | — | Either a public https:// URL or an Uploaded file (≤ 25 MB). |
Each text field shows a live used / max characters counter, and the link is
validated before you can save. Add as many resources as you need.
4. Preview, edit or delete a resource
In the library’s Resources table, use the ⋯ menu at the end of a row to Preview, Edit, or Delete that resource. You can build several specialized libraries this way.
5. Attach a library to an agent
A library only does something once an agent uses it.
- Open the agent’s editor and go to the Resources tab (this tab holds the agent’s resource libraries).
- Click Add library and pick a library. Attached libraries appear as tags — use the ✕ on a tag to detach one.
- Click Update to save the agent.
The Manage libraries link on this tab opens the manager in a new tab, so you can add or edit resources without leaving the agent editor.
6. What the user sees
Once a library is attached, a matching user message makes the assistant surface the resource as a card with its title and description, linking to the URL or file.
Tips
- Reuse one library across several agents in the same workspace.
- Keep descriptions accurate and self-contained — users read them on the card before opening the link.
- Group related resources into one library so you can attach the whole set at once.
Troubleshooting
- An agent isn’t surfacing a resource — confirm the library is attached on the agent’s Resources tab, that the agent was Updated afterwards, and that the title/description or matching hints match how users phrase the request.
- Can’t save a resource — a URL must be a valid
https://address, an uploaded file must be within 25 MB, the title is required, and each field must stay within its character limit. - A library is missing from the picker — it must belong to the same workspace as the agent, and libraries already attached don’t appear in the picker.
Last updated: July 9, 2026