Skip to content

Introduction: Data Sources

The data sources on the Evoya Platform serve as a central location where various data sources are managed, which your chat agents can use for their tasks. By adding and configuring data sources, you can expand the knowledge and information scope of your agents, enabling them to provide precise and informed responses.

There are three main types of data sources you can add to the database: Rawtext, Web Data, and Files. Each data source allows agents to access specific types of information and utilize them in their tasks.

Adding Data Sources

Step 1: Add Basic Information

Regardless of the type of data source, the process always begins with adding basic information:

  • Name of the Data Source: Give the data source a unique name that not only helps you easily recognize the source later but also provides the agent with clear indications of the type of information contained in this source. A precise name and meaningful description are crucial for the agent to correctly understand and utilize the content.
  • Description: Add a detailed description to clearly define the purpose and content of the data source. This helps the agent correctly interpret the data and apply it in its tasks.

Step 2: Define Access and Storage

In the next step, you can set the access options and storage location for the data source:

  • Activation Status: Decide whether the data source is activated or deactivated. By default, it is activated.
  • Access Type: Determine whether the data source should be available for the Team or Private.
  • Storage Provider: By default, the data is vectorized and stored in Switzerland. If you wish to use a different cloud provider or storage provider, contact us through our support form for assistance.

ds-basic

Types of Data Sources

Rawtext

The Rawtext data source allows you to provide plain text as a knowledge base for the agent, enabling it to access and use this information for its tasks.

  1. Basic Information: Add the name and description of the data source.
  2. Access and Storage: Set the status, access type, and storage provider.
  3. Add Content: Add the desired plain text to the data source for the agent to access.

ds-raw-text

Web Data

The Web Data data source allows you to enter a URL so that the agent can scrape the content of the webpage and use it as part of its knowledge base.

  1. Basic Information: Add the name and description of the data source.
  2. Access and Storage: Set the status, access type, and storage provider.
  3. Web Crawler Configuration:
    • Enter the URLs to be crawled.
    • Define the update frequency of the data source (e.g., daily, weekly).
    • Set the crawl depth from level 1 to 3.

ds-url

Files

The Files data source allows you to upload documents such as PDFs, Word files, Excel spreadsheets, PowerPoints, or CSV files. The agent will use the extracted information as part of its knowledge base.

  1. Basic Information: Add the name and description of the data source.
  2. Access and Storage: Set the status, access type, and storage provider.
  3. Add Files:
    • Upload the desired files or provide file URLs.
    • Define the update frequency of the files and the crawl depth from level 1 to 3.

ds-file

Activating Data Sources for Chat Agents

After creating and configuring a data source, the next important step is to assign and activate this data source for a specific chat agent. An easy way to access this page is through the Agent Overview. Click on the respective agent to go to the edit page, where you can add the data source to the agent and activate it by toggling the switch. Each data source is deactivated by default and must be manually activated for the agent to access it.