Overview

Sources are external data systems that Agent can query for information, such as Index, SharePoint, or external websites. Use Sources to ground answers in live or organization‑managed data, instead of (or in addition to) uploaded files (“Resources”). Administrators can add new Sources to meet organizational needs.

Source types

Personal Sources

Added by individual users.
Visible and available only to the user who created them.
Suitable for connections that are relevant just to you.

Organization Sources

Configured and managed by application administrators.
Available to all users in the organization.
Provide consistent access to shared data such as company‑wide indexes or the Web Source.

Using Sources in chats

Open the Sources panel to select which Sources Agent should use in the current chat.
You can select multiple Organization Sources at the same time.
You cannot mix Organization Sources with Personal Sources or Resources (files) in a single chat. If you try, Agent shows an informational message and keeps the previous valid selection. To switch between Personal Sources, Organization Sources and Resources, clear the current selection first.

Who can configure Sources

End users

Select Sources for their own chats.
Can add or manage Personal Sources.

Administrators / Source managers

Configure Organization Sources in the admin UI.
Control which Sources are available to users and how they connect to external systems.
Add workspace-specific sources for individual Workspaces.

Default / Common Sources

Agent - Index Source – Search for relevant context in the connected Index instance.
Agent - Web Source – Search external websites using Google Custom Search or Tavily Search (as configured by Agent’s administrator).
Agent - SharePoint Source – Search a connected SharePoint instance.

Configuring a Personal Source

To configure new Personal Source,

Go to Settings > Sources and click Add.
Choose the connector you’d like to use.
Follow the steps in the connector wizard.

Agent - Sources