How to Add and Manage URL Sources

In a vector, you can add URLs as sources alongside files. To add URLs, follow these steps:

Step-by-Step Instructions:

Step 1: Navigate to the Knowledge Source Tab

• Log in to your LeadsWithDemos account.
• From the main dashboard, click on the site where you would like to add the knowledge source.
• Go to the AI Assistant section in the left-hand menu.
• Select the Settings section and choose the Knowledge Sources tab to access management options.

Step 2: Open the Add URLs Window

• Within the Knowledge Sources tab, locate the “Add New” button, typically in the top right corner.
• Click “Add New” to open the window for adding sources.

Step 3: Select the Type of URL to Add

• A pop-up will prompt you to choose the type of URL to add. The options are: URLs, Sitemap URL, and YouTube URL.

Adding URLs:

• To add individual URLs, stay on the “URLs” tab of the pop-up. Here, you can input one or more external web addresses, each on a new line.
• The following options are available:
  • Name: Enter a unique name for easy identification and management.
  • Source URLs: Add one or more URLs. Separate each by placing them on a new line.
  • Schedule Update Frequency: Choose how often the content should be refreshed: daily, weekly, monthly, custom days, or never, depending on how often the content changes.
• Once the URLs are added, click “Continue” to proceed.

Adding a Sitemap URL:

• To add a sitemap, select the “Sitemap URL” tab in the pop-up. Here, you can provide your website’s or blog’s sitemap.xml URL.
• The following options are available:
  • Name: Enter a unique name for identification and management.
  • Source URLs: Input the sitemap URL to include in your knowledge base.
  • Schedule Update Frequency: Set how often the sitemap should be refreshed: daily, weekly, monthly, custom days, or never.
• After entering the sitemap URL, click “Continue” to select specific URLs from your sitemap. You can choose all or only certain page URLs to include.

Step 4: Syncing URLs Content to a Vector

The Vector Sync feature, located at the bottom right of the next window after clicking “Continue”, lets you manage the relationship between your URL knowledge sources and vectors. You can add or remove specific URLs from any of your vectors.

• Add to Vector: Select to include the current URL source in a vector.
• Remove from Vector: Select to remove the URL source from the chosen vector.
• Select Vector: Use the dropdown to choose the vector you want to update.
• Sync with Vector: Click the “Continue” button to apply your changes.

Step 5: Review Uploaded URLs

After adding, your URL sources will appear in the Knowledge Sources table. Details include: Name, Source Type, Number of URLs, Updated At, Next Update At, and available actions such as View, Edit, Vector Sync, and Delete.

How to Delete a URL Source

To manage a URL source, including deleting it, go to the Knowledge Sources table and click the delete icon next to the source you wish to remove. A pop-up window will prompt you to confirm your action.

To delete multiple URL sources at once, select all desired sources in the table, then click the delete icon before the “Add New” button. Confirm your action in the pop-up window.

Note: If a URL source is used in a vector, you will see a “Used in Vector” tag showing how many vectors are using it. You must first remove the URL source from all vectors before deleting it.