Documents
Documents are sources that workers search and cite. Paste a document, or connect a source such as Notion or Confluence.
Add a documentLink to Add a document
On Documents, select Add a document. Give a title, an optional source URL and the body in Markdown. Select Add and index. Agent splits it into parts and indexes them. Members and above can add and edit documents.
SearchLink to Search
The Search tab searches what workers can cite. You see only the documents visible to you.
SourcesLink to Sources
A source syncs documents from an integration, such as Notion or Confluence. Connect the integration under Integrations first. Each source reads as a worker, so that worker's grants and policies apply to every read. A source shows Idle, Syncing or Error; select Sync now to sync it.
SynonymsLink to Synonyms
Synonyms help search find words with the same meaning.
Who can do whatLink to Who can do what
Only owners and admins manage sources and synonyms, and delete documents.
Checked against the product on 2026-10-05.
Was this helpful?
Related articles
- MemoryWorkers remember what they learn, with the source, confidence and freshness of each memory. You can tell the workforce a fact, verify it, archive it or forget it.
- Business dataBusiness data holds shared, typed tables for customers, clients, ideas and other records. Tables are the source of truth for structured facts.
- IntegrationsIntegrations connect workers to other tools. Each integration has a status and a risk label, and you choose which workers may use it.