When your website or documents change, your chatbot’s knowledge base needs to be updated to reflect those changes. InsiteChat offers two sync modes: manual sync, which you trigger on demand, and auto-sync, which runs automatically on a schedule based on your plan.
How syncing works
When a sync runs, InsiteChat re-crawls or re-processes your sources and compares the new content against what was previously indexed. Only pages or documents that have changed are re-processed. Content that hasn’t changed is left as-is, so syncs are fast even for large knowledge bases.
Manual sync
Manual sync is available on all plans, including Free. Use it whenever you’ve made significant updates to your content and want your chatbot to reflect those changes immediately — without waiting for the next auto-sync.
Trigger a manual sync
Open your dashboard
Log in to InsiteChat and select the chatbot you want to update.
Go to Sources
In the left sidebar, click Sources.
Select the source
Click the source you want to sync — your website, an uploaded document, or any other connected source.
Sync now
Click Sync now. InsiteChat begins re-processing the source. The status indicator updates when the sync is complete.
Auto-sync
Auto-sync runs on a fixed schedule depending on your plan. You don’t need to do anything — InsiteChat checks your sources automatically and updates the knowledge base when it detects changes.
| Plan | Auto-sync frequency | Manual sync |
|---|
| Free | None | Yes |
| Starter | Monthly | Yes |
| Growth | Weekly | Yes |
| Scale | Every 3 days | Yes |
The Free plan does not include auto-sync. You can still trigger a manual sync at any time to update your chatbot’s knowledge base.
Choosing the right sync strategy
Free and Starter plans: Use manual sync after publishing major content updates — new product launches, pricing changes, policy updates, or large additions to your site.
Growth plan: Weekly auto-sync covers most use cases. Add a manual sync immediately after significant changes if you can’t wait until the next scheduled sync.
Scale plan: With auto-sync every 3 days, your chatbot stays closely aligned with your content. Manual sync is still useful for time-sensitive updates.
What gets re-processed
Only changed content is re-processed on each sync. For the website crawler, this means pages where the text content has changed since the last crawl. For uploaded documents, it applies when you re-upload a new version of a file.
This makes syncs efficient — even a large site with thousands of pages syncs quickly if only a few pages changed. 