Jake

Sources

Give Jake facts it can cite — product docs, policies, and procedures

Sources

TL;DR: Open Settings → Jake → Sources. Add a website or upload a document. Wait until it's ready. Test that Jake cites it correctly.

Sources are evidence — the facts Jake draws from. They're not instructions (those go in Behavior).

Add a source

  • Website: Add a help-centre URL. Jake crawls and indexes it. Use sync later to catch updates.
  • Upload: PDF, DOCX, Markdown, HTML, JSON, XML, or plain text.

Each source shows: ready, syncing, or failed.

Good sources

  • Small and authoritative (a focused FAQ beats a full site archive)
  • No secrets, credentials, or private customer data
  • Explicit dates, eligibility rules, and exceptions
  • Updated when policy changes

Verify it works

  1. Ask a question the source answers → Jake should respond with evidence
  2. Ask a question no source covers → Jake should not invent an answer

Next: Add actions →

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