Managing Sources
Sources are the content inputs that populate your version's knowledge base. You can add sources through app crawling or manual uploads.
Access the sources page
- Navigate to your project in the sidebar
- Expand the Versions section
- Expand your target version
- Click Sources
The sources page displays your project ID, crawling options, manual source addition, and a table of existing sources.
Add sources using the Chrome extension
Click Crawl Your App to add sources from your application using the Zero Docs Chrome Extension:
- Copy your Project ID (displayed on the sources page, e.g., "zero-docs")
- Install the Zero Docs Chrome Extension
- Navigate to the pages in your app you want to document
- Use the extension to capture and submit screens to your project
Sources added via the extension appear as type app_screen in your sources table.
For detailed crawling instructions, see Crawling Your App.
Add sources manually
Click Add Source Manually to reveal the manual source addition form.
Fill in source details
| Field | Description |
|---|---|
| Source type | Select from dropdown: URL (webpage), PDF, DOCX, image, video, text file, markdown, HTML, CSV, JSON, YAML, XML, RTF, spreadsheet, or PPTX |
| URL or path | Enter the URL for web sources or upload a file for document sources |
| Crawl depth | For URL sources, choose: Single page, Crawl subdirectory, or Crawl entire domain |
| Label | Optional descriptive name to identify this source (e.g., "API Documentation") |
| Content class | Select: Own Content or Competitor Reference |
Content class options
- Own Content: Your own documentation, marketing materials, or product information
- Competitor Reference: External or competitive content for comparison or context
This classification helps organize sources and may affect processing or billing in the future.
Submit the source
Click Add Source to submit. The system will:
- Validate the source URL or file
- Begin processing the content
- Add the source to your sources table with status
pendingorin_progress
View and filter sources
The sources table displays all sources with the following columns:
| Column | Description |
|---|---|
| Name | Source title or description (click to view source details) |
| Type | Source format (e.g., app_screen, url, pdf) |
| Class | Content classification (own_content or competitor_reference) |
| Status | Processing state: pending, in_progress, complete, failed, or stale |
| Refs | Number of source references (content chunks) extracted from this source |
| Processed | Date the source was last successfully processed (format: M/D/YYYY) |
Filter and search sources
Use the filter controls above the table:
- Search: Enter keywords to filter sources by name
- All statuses: Filter by
pending,in_progress,complete,failed, orstale - All types: Filter by source format (e.g.,
pdf,url,app_screen) - All classes: Filter by
own_contentorcompetitor_reference
Pagination
Navigate between pages using the pagination controls below the table:
- ← Previous: Go to previous page
- Next →: Go to next page
- Page indicator shows current page, total pages, and total source count (e.g., "Page 1 of 1 (3 sources)")
Processing status meanings
| Status | Description |
|---|---|
pending |
Source is queued for processing |
in_progress |
Source is currently being processed |
complete |
Source has been successfully processed and references are available |
failed |
Processing encountered an error |
stale |
Source has not been updated recently and may need reprocessing |
Sources with status complete contribute to your version's knowledge base and are available to the Chat Agent.
Monitor processing
Processing times vary based on source type, size, and current system load. The status banner at the top of the page may display system-wide processing delays:
Document ingestion may be slower than usual due to a vendor API degradation.
Refresh the page to see updated processing statuses.