Source Name
Assign a unique name to this file so you can easily identify it in your knowledge base later.

Source
Choose "Integrations" option from the available source options in the tab menu.

Choose Provider
Click the Google Drive card to initiate the connection. This authorizes the agent to access your cloud documents for training purposes.

File Selection Interface Once connected, your Google Drive files appear in a browseable list below the integration card. You can select specific documents to import without leaving the dashboard:

• Search & Filter: Use the Search files... bar to find documents by name, or use the All Types dropdown to filter by file format (e.g., Google Docs, PDFs, or Text files).
• Select Files: Check the box next to each file you wish to include in the knowledge base. The list displays the file name (e.g., test-file.txt) and its type for easy identification.
• Navigation: If you have many files, use the pagination arrows (< >) or the refresh button to fetch your new uploads.

Once you have completed the steps mentioned above, click the Create Source button at the bottom right of the modal to save the entry.

Important: Simply creating a source does not immediately train the agent. After adding all your desired sources (websites, documents, or text), you must click the Train Agent button on the builder page. This triggers the system to process the new data and apply it to your agent's active knowledge base.