Data Sources

Connect data sources to the AI Assistant: documents, websites, Q&A pairs, RDF graphs, or files from OneDrive, SharePoint, OneNote, or Google Drive. Select a data source to get started:

data source menu

Data Sources management

After setting up a data source, manage connectors and uploaded documents in the Add data tab of the AI Assistant menu.

connectors menu
  • To add more connectors click on ADD DATA SOURCE and select the desired one.
  • To add files to your existing connector click on ADD FILES and the corresponding providing method will open.
  • You can also delete or rename a connector using the icons next to each connector.

Connectors management

Click the expand icon on a connector to preview its content and:

  • View the source files
  • Read and edit the raw text
  • Add and Edit MetaDatas
  • See the upload status of the file
  • Download the file
  • Edit the display name of the file
  • Delete the file
  • Manage Columns
connectors open

Access

MetaDatas

The Metadata section enriches data sources with custom fields.

Info
Add metadata to data sources by creating fields with names and values.

UI Presentation

Open the Data Source list and click the braces icon next to the target file.
The metadata panel shows system-calculated data in the table.
To add metadata, fill in the fields at the top of the panel:

  • Enter a Name (e.g., Character).
  • Enter a Content (e.g., Homer Simpson).
  • Click + to save.

After adding, click > at the bottom right of the panel to view the added metadata.

metadata

Metadata List

Each file supports multiple metadata fields, listed with their Name and Content. Update or delete them at any time using the edit and delete icons.

Example

For a document such as Simpsons_Family_Tree.pdf, you could add:

  • Character → Homer Simpson
  • Role → Father
  • Year Introduced → 1989
  • Occupation → Nuclear Safety Inspector
  • Catchphrase → D'oh!
metadata list
Info
You can later use metadata fields as filters in the Facet Search or Chat.
Check the Facet Search or Facet Chat section.
Tip
Define metadata fields consistently across your files (e.g., always Character, not sometimes Person).