Managing Global Knowledge Sources
Last updated: September 29, 2026
Knowledge Sources is your workspace library. You add content here once, and every Marketing Agent selects what it needs from it.
This guide shows you how to find your way around the library, check whether a source is current, and get it in front of an agent.
How do I open Knowledge Sources?
- Log in to app.docketai.com.
- Open Knowledge Sources in the left navigation.
The page has three areas in its own left-hand list: Files, Web URLs, and Other Integrations.
What is in each area?
Area | What it holds |
|---|---|
Files | Documents, decks, and videos you upload directly. |
Web URLs | Website content brought in by crawling a domain or specific pages. |
Other Integrations | Content synced from connected tools. Which tools appear depends on your account setup. |
What can I do on the Files view?
Files gives you Upload, a search field, Suggested for You, All Files, and Ingestion Jobs. The table lists Filename, Sources, Engagement, No. of References, and Last Updated.
Use it to upload new documents or audit what is already there. See Uploading Files to Knowledge Sources.
How do I add website content?
Open Web URLs and click Add Source. You can crawl a whole domain or list individual pages, and set how often the content re-syncs.
For the full walkthrough, see Adding and Managing Web URLs and Getting Started with Web Ingestion in Docket.
How do I check whether a source is current?
Read the Last Updated value in Knowledge Sources. That is the authoritative freshness date for a source.
The Last synced date shown in an agent's source picker is a different thing: it records when the source was first added to the workspace. If those two dates disagree, trust Last Updated here.
When a source is still processing, or a newly added one has not appeared yet, open Ingestion Jobs to see its state.
How does a source reach an agent?
Adding content here makes it available; it does not switch it on for anyone. Each agent selects what it uses.
- Add or sync the content in Knowledge Sources.
- Confirm it appears with the name, type, and status you expect.
- Open the agent and go to its Knowledge tab.
- Click Customize Sources and select the content for that agent.
- Open Preview and ask a question that should use it.
See Selecting Knowledge Sources for an Agent.
How do I keep the library easy to work with?
- Give sources clear names, so whoever configures an agent can tell them apart.
- Replace outdated content rather than leaving two versions in place.
- Clear the search box before concluding a source is missing.
- Give each agent a focused selection instead of everything.
Frequently asked questions about Docket Knowledge Sources
Which date tells me how fresh a source really is?
Last Updated in Knowledge Sources. The Last synced date in an agent's source picker shows when the source was first added, so it can look far older than the content actually is.
I added a source but an agent cannot use it. What is missing?
The selection step. Adding a source to the library does not assign it to any agent. Open the agent's Knowledge tab and select it under Customize Sources.
My new file is not showing up. Where do I look?
Open Ingestion Jobs and check the state. A source that is still processing is not ready to select yet.
How often does web content refresh, and can I change it?
Domains re-sync automatically every 30 days by default, and you can choose 14 or 7 days instead. You can also trigger a re-sync yourself from the source's row menu when a site changes sooner.
Does the Internal or External setting affect what agents can use?
No. For Marketing Agents, the Sharing setting makes no difference to what an agent can answer from. It governs whether a file can be shared outside your organization through a shareable link.
Which integrations can supply knowledge?
That depends on your account setup. Open Other Integrations to see what is connected for your workspace; integrations are connected in Settings.