Knowledge Sources

HolderChat user guide

Documentation

Summary

Knowledge Sources are the primary content your chatbot learns from: websites (crawled), uploaded files, and extern JSON APIs. Changes require Rebuild Bot before answers update.

Prerequisites

  • Edit chatbot → Knowledge Sources tab
  • Bot status Active or Created for rebuild

Source types

TypeUse case
WebsiteCrawl a public website; menu preview shows pages to parse
FileUpload PDF, DOCX, TXT, MD, XLSX, PPTX
ExternJSON API endpoint for dynamic external data

Step-by-step: Add a website

  1. Open Knowledge Sources
  2. Click Add Website
  3. Enter the site URL (include https://)
  4. Review the menu preview of discoverable pages
  5. Start parsing / confirm selection
  6. Wait for parsing to complete
  7. Click Rebuild Bot when the yellow banner appears

Step-by-step: Upload a file

  1. Click Upload File or add from resources panel
  2. Select PDF, DOCX, TXT, MD, XLSX, or PPTX
  3. Wait for upload confirmation
  4. Click Rebuild Bot

Step-by-step: Add extern JSON API

  1. Click Add Extern
  2. Enter API URL and configuration
  3. Save resource
  4. Rebuild Bot

Website Info modal

For website sources, open Website Info to see:

  • Parsed pages count
  • Errors during crawl
  • Files discovered
  • Parse limits (beta may cap pages)

WordPress Connector note

If your bot was created via WordPress Connector, page content syncs automatically from WordPress. Dashboard Knowledge Sources are additional — use them for non-WP content or extra websites.

What triggers a rebuild

ActionRebuild needed?
Add/remove websiteYes
Add/remove fileYes
Add/remove extern sourceYes
Re-parse websiteYes
View sources onlyNo

Limitations

  • Website crawl during beta may limit page count
  • Large PDFs take longer to process
  • Broken URLs fail parsing — check Website Info errors
  • Empty files produce no knowledge

Troubleshooting

Symptom: Yellow “Changes detected” banner

Cause: Knowledge changed but rebuild not run.

Fix: Click Rebuild Bot.

Symptom: Website parsing stuck

Cause: Large site or blocked pages.

Fix: Wait; check errors in Website Info; reduce scope.

Symptom: Bot cannot answer from uploaded PDF

Cause: Rebuild not complete or scan failed.

Fix: Confirm Active status; re-upload if needed.

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