Additional Context and Context Sources

HolderChat user guide

Documentation

Summary

Additional Context adds fixed subject + text blocks to your knowledge. Context Sources are trigger-based Q&A entries retrieved when user questions match a description. Both require Rebuild Bot after changes.

Prerequisites

  • Edit chatbot → Additional Context or Context Sources tab

Additional Context

Purpose

Store structured extra facts (policies, pricing notes, FAQs) as subject + body text.

Step-by-step

  1. Open Additional Context
  2. Click add entry
  3. Enter Subject (short label)
  4. Enter Text (up to 10,000 characters)
  5. Save entry
  6. Click Rebuild Bot

Features

  • Search and filter entries
  • Edit or delete existing entries

Context Sources

Purpose

Unlimited entries with:

  • Title
  • Context Source Description (when to use this entry)
  • Response text (what the bot should know)

The bot matches user questions to descriptions and injects response text.

Retrieval modes

ModeBehavior
AlwaysRetrieve on every related question
When relevantOnly if question matches a source topic
When missingIf relevant and answer not already in context (default)

Step-by-step

  1. Open Context Sources
  2. Select retrieval mode at top
  3. Fill TitleDescription, and response fields
  4. Add entry
  5. Rebuild Bot

Difference at a glance

FeatureAdditional ContextContext Sources
StructureSubject + textTitle + trigger + response
MatchingAlways in knowledge indexDescription-based retrieval
Best forStatic factsConditional / situational answers

What triggers a rebuild

ActionRebuild needed?
Add/edit/delete either typeYes
Change retrieval mode onlyYes

Limitations

  • 10,000 character max per Additional Context entry
  • Context Sources depend on description quality — write clear triggers
  • Neither replaces main Knowledge Sources for full-site content

Troubleshooting

Symptom: Context source never used

Cause: Description too vague or mode When missing with answer already in KB.

Fix: Sharpen description; try When relevant or Always.

Symptom: Conflicting answers

Cause: Overlapping context and website content.

Fix: Remove duplicate entries; align wording.

Related topics