Skip to content

Sources & knowledge

Web sources

Crawl websites so their content becomes part of your agents' knowledge, and organize sources with tags.


A web source is a website you crawl so its content is indexed and added to your agents’ knowledge. Once a source is crawled and ready, agents in the workspace can draw on its pages to answer users.

Web sources live under Sources, alongside Documents and Resource libraries, and belong to the workspace.

How agents use web sources

A crawled web source is indexed as knowledge in the workspace. Once its Embedding Status is Ready, agents can retrieve relevant pages from it to answer users. Use tags to organize your sources and control how they are used — for example, the reserved public-documents tag lets users download a source when it’s surfaced in a conversation.

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.

DemoWorkspace
Conversation Bayes Assistant

About 1 hour ago

Conversation Conversation Agent

About 1 hour ago

Extraction Extraction Agent

About 1 hour ago

Form Form Agent

About 1 hour ago

New Agent

An agent can perform specific tasks based on its type and configuration.

Create
Documents

Enhance your agents' knowledge and capabilities by adding documents.

Members

Invite admins to join your workspace to collaborate together.

Review campaigns

Invite testers and reviewers to evaluate an agent.

Analytics

View analytics for your project, including conversations, average questions per session, and more.

Web sourcesEnhance your agents' knowledge and capabilities by crawling websites. Crawl Website Tags
Web sourcesEnhance your agents' knowledge and capabilities by crawling websites. Crawl Website
TitlePagesTagsEmbedding StatusUpdated At
Documentation site Crawling less than a minute ago
Web sourcesEnhance your agents' knowledge and capabilities by crawling websites.
TitlePagesTagsEmbedding StatusUpdated At
Documentation site 42 Ready less than a minute ago
Web sourcesEnhance your agents' knowledge and capabilities by crawling websites.
TitlePagesTagsEmbedding StatusUpdated At
Documentation site 42 Ready less than a minute ago
https://example.com/ https://example.com/about https://example.com/pricing https://example.com/docs https://example.com/docs/getting-started https://example.com/contact
Web sourcesEnhance your agents' knowledge and capabilities by crawling websites. Crawl Website Tags
TitlePagesTagsEmbedding StatusUpdated At
Documentation site 42 public-documents Ready less than a minute ago
Tags
Create tag
public-documents

When a document with this tag appears as a source in a chat conversation, it can be downloaded by the user.

Tags
Create tag
private-documents
public-documents

When a document with this tag appears as a source in a chat conversation, it can be downloaded by the user.

Step by step

1. Open Web sources

In Studio, open the left sidebar, expand the Sources section, then select Web sources.

2. Crawl a website

  1. Click Crawl Website (top-right of the page).
  2. In the Crawl a Website dialog, enter the Website URL (for example https://example.com). The entire website is indexed in the background.
  3. Optionally give the source a Name (otherwise the site is used).
  4. Click Start Crawling.

The new source appears in the table right away.

3. Wait until it’s ready

Each source shows an Embedding Status. It moves from Crawling to Ready once the pages have been indexed. Only a Ready source is fully usable by your agents. The table also shows the number of Pages crawled and the last update time.

4. Manage a source

Open the menu at the end of a source’s row to:

  • View — see the source’s details.
  • Edit — rename the source and add tags (see below).
  • Recrawl website — crawl the site again to pick up changes.
  • Delete — remove the source and its indexed content.

5. See the crawled pages

Click the arrow (chevron) at the start of a source’s row to expand it and list every page that was crawled, each linking to its URL.

6. Tag a source

Tags let you group and control sources.

  1. In the source’s menu, choose Edit.
  2. In the edit dialog, click Add tag and pick a tag.
  3. Click Update.

The tag then appears in the source’s Tags column.

7. Create and manage tags

  1. On the Web sources page, click Tags (top-right) to open the tags panel.
  2. Click Create tag.
  3. Enter a Name and an optional Description, then click Create.
  4. From the tags panel you can Edit or Delete any tag at any time.

The reserved tag public-documents is special: when a document or source carrying it is surfaced in a conversation, the user is allowed to download it.

Tips

  • Crawl the most relevant sections of a site — the whole site is indexed, so a focused, well-structured site gives the best answers.
  • Recrawl after the website changes so your agents stay up to date.
  • Use tags to keep large sets of sources organized and to control which ones are downloadable by users.

Troubleshooting

  • An agent doesn’t use a source — check that its Embedding Status is Ready; a source still Crawling isn’t available yet.
  • The site changed but answers are stale — open the menu and choose Recrawl website.
  • A crawl won’t start — the Website URL must be a valid https:// address.

Last updated: July 9, 2026