Where the work gets stuck
The current Chatbase interface lets you add a website, crawl links, use a sitemap, or select individual links in Build > Data sources. Choose those sources carefully. Include relevant current material and exclude pages that introduce old dates or unrelated promises.
What to prepare
- Approved URLs and excluded paths
- Expected answers for the chosen knowledge area
- Owners and update dates for the source material
Follow these steps
- Add the approved website source and review the discovered pages.
- Use exclusions or selected links to keep unrelated and outdated content out.
- Check source status and resolve failed extraction before testing answers.
- Run the same questions after a source change and verify the new information.
An example from everyday work
For a new admissions intake, use the current programme pages and application steps. Exclude the previous intake’s archived pages from the assistant’s sources so an answer about the next deadline does not mix up two intake periods.
When your team should take over
Scanning public web pages does not give the assistant permission to access private records. Check urgent updates even if the plan automatically refreshes its sources.
How to check the results
- Approved pages successfully processed
- Test answers based on an outdated version of the information
- Time from a source update to a verified answer
Your next step
Store the source list beside the review questions. Future maintainers should be able to see both what the agent knows and how you check it.