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Sources are one of the most common building blocks in CommandBar. They represent groups of written content that you want to make available to CommandBar and your users. Common examples of sources include:

  • Help centers / documentation sites
  • Tutorial content (”Education centers”)
  • Marketing site
  • Blog

While it’s possible to get a single page into CommandBar (as a file), sources refer to groups of pages that you’ll probably want to update in the future (delete old ones, update changed ones, add new ones).

You can view and add new sources at Dashboard -> Content -> Sources.

How are sources used in CommandBar?

Sources are used for two purposes in CommandBar.

The first is training: they give CommandBar information about your product. This lets CommandBar train a custom Copilot for your product, using information contained in your sources. For instance, Copilot can answer a user’s question combining information from two documents in your source.

The second is access: by creating a source in CommandBar, you can make that source content available to users in-product, delivering it when users can get value out of it. For example, you can make content available in HelpHub that shows users articles that are relevant to the page they’re on (and lets them search using natural language for articles they’re interested in). Or proactively nudge a help article when a user appears to be confused, giving them the help they need to get unstuck (without needing to open a support ticket).

How do I set up a source?

You can add new sources at Dashboard -> Content -> Sources. You'll click Add Source, choose between a Help Center platform (like Zendesk) or a public website.

When adding a source, you first provide the URL of the source. CommandBar will then begin the process of syncing with all pages contained at that URL.

Managing the process of keeping sources up-to-date is handled by your sync settings.

Can I make any website a source?

CommandBar can make any public website a source.