Knowledge Sources Module Documentation
Table of Contents
Section titled “Table of Contents”- Module Overview (Technical)
- Module Overview (Commercial/Business)
- Module Overview (End User/Administrator)
- Configuration Sections
- Common Scenarios & Examples
- Troubleshooting Tips
1. Module Overview (Technical)
Section titled “1. Module Overview (Technical)”What Are Knowledge Sources?
Section titled “What Are Knowledge Sources?”Knowledge Sources provide dynamic, vectorized context to AI Agents (both Voice Agents and Web Chatbots). Instead of hardcoding all business logic into a system prompt, administrators can use the AI Crawler Integration to ingest public websites, documentation, and FAQs. The data is scraped, parsed, and embedded into a vector database, allowing the AI Agents to retrieve real-time, accurate context via Retrieval-Augmented Generation (RAG).
Architecture
Section titled “Architecture”┌─────────────────────────────────────────────────────────────────┐│ Knowledge Sources Architecture │├─────────────────────────────────────────────────────────────────┤│ ││ Knowledge Source Configuration ││ ┌──────────────────────────────────────────────────────────┐ ││ │ Type: Web Crawler │ ││ │ Target URL: https://docs.ring2all.com │ ││ │ Extraction Depth: 2 levels │ ││ │ Sync Frequency: Every 24 hours │ ││ └────────────────┬─────────────────────────────────────────┘ ││ │ ││ ▼ ││ ┌──────────────────────────────────────────────────────────┐ ││ │ Crawler Engine (Upsert Strategy ON CONFLICT) │ ││ │ - Avoids duplicate key constraints │ ││ │ - Maintains Always-Active Save Standard │ ││ └────────────────┬─────────────────────────────────────────┘ ││ │ ││ ▼ ││ ┌──────────────────────────────────────────────────────────┐ ││ │ Vector Database (Dynamic Context) │ ││ │ - Chunks Markdown & HTML │ ││ │ - Generates Embeddings │ ││ └────────────────┬─────────────────────────────────────────┘ ││ │ ││ ▼ ││ ┌──────────────────────────────────────────────────────────┐ ││ │ AI Agent (Voice or Web) │ ││ │ - Interrogates Vector DB before responding to user │ ││ └──────────────────────────────────────────────────────────┘ ││ │└─────────────────────────────────────────────────────────────────┘Key Technical Details
Section titled “Key Technical Details”- Upsert Strategy: The backend uses a highly robust ON CONFLICT upsert strategy (
uq_ai_agent_dynamic_contexts_agent_key) to prevent primary key collisions when dynamically crawling URLs. - Always-Active Save: Configuration changes are saved immediately and background crawling tasks are queued without blocking the UI.
2. Module Overview (Commercial/Business)
Section titled “2. Module Overview (Commercial/Business)”Business Value
Section titled “Business Value”Without Knowledge Sources, an AI is limited by its training data and what can fit in a single system prompt. By integrating an AI Crawler, businesses can:
- Automate Support: Point the AI to your company’s FAQ page, and the AI will immediately know how to answer customer questions based on that page.
- Reduce Maintenance: As your website updates, the AI automatically learns the new information without needing to manually rewrite prompts.
- Eliminate Hallucinations: The AI is strictly constrained to the ingested facts.
3. Module Overview (End User/Administrator)
Section titled “3. Module Overview (End User/Administrator)”What Can You Do?
Section titled “What Can You Do?”- Ingest web pages (URLs) for the AI to “read” and memorize.
- Assign these knowledge bases to specific AI Agents.
- View extraction status and resolve duplicate entries automatically.
Navigation
Section titled “Navigation”- Go to Admin → AI → Knowledge Sources (or manage them directly within the AI Agents form).
- Click + Add Source.
- Provide the URL and the desired extraction parameters.
4. Configuration Sections
Section titled “4. Configuration Sections”| Field | Description | Example |
|---|---|---|
| Source Type | The origin of the data. | Web Crawler |
| Target URL | The website to ingest. | https://company.com/faq |
| Max Depth | How many links deep the crawler should follow. | 1 (Only the provided page) |
| Sync Interval | How often the crawler checks for updates. | Weekly |
| Assigned Agents | Which AI Agents have access to this knowledge. | Support Voice Bot |
5. Common Scenarios & Examples
Section titled “5. Common Scenarios & Examples”Scenario: Pointing a Web Chatbot to your Pricing Page
Section titled “Scenario: Pointing a Web Chatbot to your Pricing Page”- Create a new Knowledge Source.
- Set Target URL to
https://yourcompany.com/pricing. - Set Max Depth to
0(exact page only). - Assign to the “Sales Web Chatbot”.
- When a customer asks the chatbot on your website “How much is the Pro plan?”, the AI will search the vector database, retrieve the pricing from the URL, and answer accurately.
6. Troubleshooting Tips
Section titled “6. Troubleshooting Tips”| Symptom | Possible Cause | Solution |
|---|---|---|
| Crawler fails to ingest | Blocking/Captcha | Ensure the target URL does not have anti-bot protections (like Cloudflare Turnstile) blocking the Ring2All crawler. |
| AI gives outdated information | Sync Interval | Check if the sync interval is too long or force a manual re-sync of the knowledge source. |
Glossary
Section titled “Glossary”| Term | Definition |
|---|---|
| Knowledge Source | Documents, text, or web links ingested for AI reference |
| Vector Database | Database containing mathematical embeddings for fast similarity search |
Documentation last updated: May 2026