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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

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:
StatusMeaning
AllShow everything
PendingQueued for processing
CrawlingActively fetching pages
ProcessingEmbedding and indexing content
DoneSuccessfully trained
FailedError 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:
ActionWhat it does
Re-syncQueues all selected sources for re-processing. Uses force mode to bypass cache.
DeleteSoft-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

TypeIconHow it’s added
Website URLGlobeEnter URL, optionally with advanced crawl config
TextFileTextPaste text content with a title
FileFileUpload PDF, DOCX, PPTX, TXT, MD, CSV
YouTubePlayEnter video URL to extract transcript
Google DriveHardDriveConnect account and select files
NotionFileTextConnect workspace and select pages
DropboxCloudConnect account and select files