Documentation Index
Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt
Use this file to discover all available pages before exploring further.
The InsiteChat Sources tab provides tools for managing all your AI chatbot’s training data in one place — website URLs, uploaded files, text snippets, custom Q&A pairs, and cloud integrations like Google Drive, Notion, and Dropbox. Filter by status, search by name or URL, and run bulk actions (re-sync, delete) without opening each source individually.
Search & filter
Search bar
Type in the search bar to filter sources by title or URL. Results update instantly as you type.
Status filter
Click status buttons to show only sources with a specific status:
| Status | Meaning |
|---|
| All | Show everything |
| Pending | Queued for processing |
| Crawling | Actively fetching pages |
| Processing | Embedding and indexing content |
| Done | Successfully trained |
| Failed | Error occurred (hover for details) |
Each status button shows a count of how many sources have that status.
Bulk actions
Select sources
- Click the checkbox next to any source to select it
- Click the select all checkbox at the top to select all visible (filtered) sources
- Click Clear selection to deselect all
Available bulk actions
When one or more sources are selected, a bulk action bar appears:
| Action | What it does |
|---|
| Re-sync | Queues all selected sources for re-processing. Uses force mode to bypass cache. |
| Delete | Soft-deletes all selected sources and archives their documents. Requires confirmation. |
Use bulk re-sync after a major website update to refresh all URL sources at once, rather than clicking re-sync on each one individually.
Per-source actions
Each source card has two action buttons:
- Re-sync (refresh icon) — Re-process this single source
- Delete (trash icon) — Remove this source and its trained data
Error handling
When a source fails to process, an error message is displayed on the source card. Hover over truncated error messages to see the full text.
Common failure reasons:
- Website returned an error (403, 404, 500)
- Content too short (less than 50 characters)
- Monthly page quota exceeded
- File format not supported
- Network timeout during crawl
Source types
| Type | Icon | How it’s added |
|---|
| Website URL | Globe | Enter URL, optionally with advanced crawl config |
| Text | FileText | Paste text content with a title |
| File | File | Upload PDF, DOCX, PPTX, TXT, MD, CSV |
| YouTube | Play | Enter video URL to extract transcript |
| Google Drive | HardDrive | Connect account and select files |
| Notion | FileText | Connect workspace and select pages |
| Dropbox | Cloud | Connect account and select files |