Sync & Manage

Triggering a manual sync

1. Go to Console → Knowledge
2. Open your collection
3. Click Sync now on the source

A sync re-indexes the content from that source. Changes in the source (e.g., updated Notion pages) are reflected once the sync completes. How often you can sync by hand depends on your plan.

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Checking sync status

Each source in a collection shows its item count and when it last synced, and is marked Syncing, Failed or Paused when that applies. On a failed source, the button reads Recrawl. The pause button stops a source’s automatic syncs until you resume them.

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Managing files

On the Files tab of the Knowledge page, you can:

• Search for specific documents
• Preview the content of a document
• Delete documents, one at a time or several at once
• Sort files into folders

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Troubleshooting

The agent isn’t finding my content

• Confirm the collection is attached to the agent (the agent’s Knowledge section)
• Check that the last sync completed successfully
• Test with a specific phrase that appears verbatim in your document, using Preview answers in the agent’s Knowledge section

Sync is failing

• Reconnect the source’s connection in Console → Integrations (OAuth tokens expire)
• Check if the source is still accessible
• Click Recrawl on the source to try again

Content is outdated

• Trigger a manual sync
• Or choose a more frequent schedule in the source’s schedule menu