AI Config

Manage training context

Configure and maintain the training data assistants use, including documents, products, UI screens, websites, instructions, and FAQs in the Training Context page.

Training Context overview

Training Context centralizes all the knowledge your assistants use to answer questions and take actions. Use it to manage documents, UI screens, websites, instructions, FAQs, and product data for a workspace.

The Training Context page lives at /training-context and is primarily used by tenant admins and advanced users who curate knowledge for multiple assistants.

Access to Training Context depends on your tenant permissions. Tenant admins see all workspaces, while scoped users only see workspaces they belong to and can manage items based on their role.

Key capabilities

View and manage all training items for a workspace in one place.
Upload or import new context (files, products, websites, UI screens, FAQs, instructions).
Organize content into folders and apply filters to keep knowledge structured.
Assign context items to specific assistants to control what each assistant can use.
Perform bulk operations such as delete, move, and regenerate summaries.

The Training Context page is organized into a common header area and a set of content sections.

Workspace selector

Use the workspace selector at the top of the page to switch between workspaces. All filters, sections, and items are scoped to the currently selected workspace.

When you change the workspace, the usage overview, filters, and item lists update to reflect that workspace.

Usage overview

The usage overview helps you track how much training data you have configured and how it is distributed.

Typical elements include:

A character or token usage breakdown across your context types.
A progress bar indicating how much of your available quota you have used.
High-level counts of items (for example, number of documents, products, or website pages).

Use this section to quickly see whether you are approaching limits and where most of your training data lives.

Global filters and search

Global filters appear above the active section and apply within that section:

Search: Find items by name, title, or other indexed metadata.
Type: Narrow down by subtype when relevant (for example, file type or content category).
Folder: Filter to a specific folder or subfolder.
Domain/status: Filter by source domain, sync status, or processing state.

Filters combine with search, so you can search within a subset such as a folder or domain.

Bulk selection bar

When you select one or more items in a list or card view, a bulk selection bar appears. From this bar you can:

Delete selected items.
Move selected items to a folder.
Assign selected items to assistants.
Regenerate summaries for selected items.

Bulk actions apply to the active section only and respect any filters you have applied.

Training Context sections

Each major content type has its own collapsible section. All sections share common behaviors: list or card views, folder management, upload or import actions, and assignment to assistants.

Core workflows

This section covers the main workflows you perform in Training Context. Each workflow applies to one or more sections; follow the same pattern in each relevant section.

Upload or bulk upload context items

Use this workflow to bring new documents, UI screens, instructions, or FAQs into the system.

Choose workspace and section

Select the workspace from the workspace selector at the top of the page.
Open the section that matches the content you want to upload, such as Documents, UI Screens, Instructions, or FAQs.

Success signal: The list in the section updates to show items for the selected workspace and content type.

Start an upload

Click the Upload or Add button in the section header or empty state.
For bulk uploads, choose the bulk upload option if presented (for example, Bulk upload or Upload multiple files).

Success signal: An upload dialog or file picker opens.

Select and confirm files

Select one or more files from your computer.
Confirm or edit metadata such as name, folder, or tags if the dialog offers these options.
Submit the upload.

Success signal: Items appear in the list with a processing or pending status, then transition to a ready status when ingestion completes.

Uploads depend on the trainingContextUploadEnabled feature flag. If this flag is disabled for your tenant, upload and import buttons are hidden or replaced with a banner explaining that uploads are not available.

Organize items into folders

Folders help you keep growing training data manageable and assign groups of items to assistants.

Create a folder

In the relevant section, locate the folder controls (for example, New folder in the header or sidebar).
Click New folder and enter a folder name that reflects its content or use case.
Confirm to create the folder.

Success signal: The new folder appears in the folder list or as a node in the folder tree.

Move items into a folder

Select one or more items in the list or card view by using the checkboxes.
In the bulk selection bar, choose Move or Move to folder.
Pick the destination folder and confirm.

Success signal: Items display the new folder association and show up when you filter by that folder.

Edit or reorganize folders

Open folder options on an existing folder (for example, a context menu or edit icon).
Rename the folder, move it under a different parent, or delete it when it is no longer needed.
Confirm your changes.

Success signal: The folder tree updates, and any items retain their association with the updated folder structure.

Assign context items to assistants

Assignment controls which assistants see and use each piece of training data.

Select items to assign

Navigate to the section that contains the items you want to assign.
Apply filters to narrow down to the relevant folder or category if needed.
Select the items using the checkboxes.

Success signal: The bulk selection bar appears with assignment-related actions.

Assign to assistants

Click Assign to assistant (or equivalent assignment action) in the bulk selection bar.
In the assignment dialog, search for and select one or more assistants.
Confirm the assignment.

Success signal: Items show updated assistant associations, and the assistants start using this context in their responses.

Import products

Use the Products section to bring in structured catalog data via file upload or a feed.

Open the Products section

Choose the target workspace.
Navigate to the Products section.

Success signal: The product list, filters, and usage overview for products load.

Choose an import method

Click Import products or the equivalent action.
Select an available import method:
- CSV or JSON file upload.
- URL-based import.
- Feed configuration for recurring syncs.

Success signal: An import configuration dialog appears with fields specific to the chosen method.

Configure and run the import

Provide the required details for the import (for example, file selection, URL, or feed parameters).
Map fields if the import workflow supports schema mapping.
Start the import and wait for processing to complete.

Success signal: New or updated products appear in the list with a completed status, and product usage in the overview updates accordingly.

Crawl and refresh website content

Website crawls keep your assistant aligned with your live site.

Configure a new crawl

Open the Website section for the workspace.
Click Add site or New crawl.
Enter the base URL or sitemap URL for the site you want to sync.

Success signal: A new site entry appears with an initial pending or scheduled status.

Run or schedule the crawl

Choose whether to start a crawl immediately or schedule it, depending on available options.
Confirm the crawl settings.

Success signal: The site status moves through running and then to completed, with a count of pages or items processed.

Refresh existing website content

In the Website section, locate an existing site configuration.
Use the refresh or resync action to trigger a new crawl.
Monitor the status until it returns to completed.

Success signal: The last refreshed timestamp updates, and assistants can use the latest website content.

Bulk delete, organize, and regenerate summaries

Bulk actions help you maintain data quality as your training context grows.

Select multiple items

Apply filters to narrow the list if needed (for example, by folder or status).
Use the checkboxes to select all items on the page or a specific subset.

Success signal: The bulk selection bar appears, showing the number of items selected.

Choose a bulk action

From the bulk selection bar, choose one of the available actions:
- Delete to permanently remove items you no longer need.
- Move to reorganize items into different folders.
- Assign to update assistant mappings.
- Regenerate summaries to refresh automatically generated summaries or embeddings.

Success signal: A confirmation dialog appears summarizing the action and the number of items affected.

Confirm and verify results

Confirm the bulk action and wait for processing to complete.
Refresh the view or check statuses to ensure the changes have applied:
- Deleted items are no longer visible.
- Items show updated folders or assistant assignments.
- Items with regenerated summaries show updated timestamps or statuses.

Success signal: The list and item details reflect your bulk changes with no unexpected items remaining.

Feature gating and permissions

Uploads and some imports are gated so you can control who can modify training data.

The trainingContextUploadEnabled flag controls whether upload and import features appear in Training Context. When disabled, users can still view existing context (subject to permissions) but cannot add new items.

Typical behaviors when the feature is disabled:

Upload and import buttons are hidden or disabled.
Empty states display a feature gate banner instead of upload CTAs.
Users see clear messaging that uploads are not enabled for their tenant or role.

Coordinate with your platform administrator if you need uploads enabled for your tenant.

Loading and empty states

Training Context includes clear loading and empty states to guide users.

Loading states

When data is loading or a section is fetching items:

A skeleton or shimmer layout stands in for lists and cards.
Filters and controls may appear disabled until data finishes loading.
Workspace switches and section changes trigger short loading states as content refreshes.

Once loading completes, the skeleton disappears and the real items appear with their latest statuses.

Empty states

Each section has dedicated empty states to encourage first-time setup:

No items yet: Shows when a section has no content. The page displays guidance and a primary CTA such as Upload, Import, or Add based on the section.
Filter-empty states: When filters or search return no results, the page suggests clearing filters or adjusting the search term.
Feature-gated empty states: When uploads are disabled, the empty state focuses on view-only behavior and may include a link or message about enabling uploads.

Use these states to orient new users and make it clear what the next action should be.

Connect Training Context with related areas of the product to get the most value from your knowledge.

Manage assistants

Link assistants to the right training context, configure behaviors, and test responses that use your curated knowledge.

Workspace and tenant settings

Adjust permissions, feature flags like training context uploads, and workspace-level defaults that affect Training Context.

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Last updated 2 weeks ago

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