Objective
This article shows you how to add a knowledge source to Twilio Flex, so that Ask Copilot and suggested responses answer from your own approved content, your website, help articles, documents, or an existing vector database.
Product
Twilio Flex
Environment
Twilio Console
Procedure
- In the Twilio Console, select Orchestration in the left sidebar.
- Select Flex, then AI features.
- Open the knowledge sources area and start creating a new source.
- Enter a name and a description so your team can identify the source later.
- Choose the source type and complete its details:
- Web — the site address to crawl, how deep to crawl, how often to re-crawl, which languages to include, and any path patterns that limit which pages are read.
- Text — the content itself, pasted in directly.
- File — the document you want indexed.
- Database — your vector database provider, index name, namespace, environment, and API key.
- Add any tags you want to use for organising your sources.
- Save the knowledge source.
- Wait for its status to show that indexing has completed before relying on it in agent-facing features.
Additional Information
- A web source reports a crawl summary once it finishes — how many URLs succeeded, how many failed, how many were ignored, and whether the maximum page limit was reached. If you hit the page limit, narrow the crawl with path patterns or reduce the crawl depth.
- If a source fails to index, its status shows the reason so you can correct the URL, file, or database credentials and try again.
- Knowledge sources are shared by the Flex AI features that use them, so a single well-maintained source improves both Ask Copilot answers and suggested responses.
- Once a source exists, you can enable or disable it, refresh it, or delete it — see the article on managing your Flex knowledge sources.
This content was generated by AI and reviewed, edited, and verified by a human.