Access Resources by selecting an agent from the Agents list and clicking the Resources tab.
Resources vs Knowledge Base
It’s important to understand the distinction between these two features:| Knowledge Base | Resources | |
|---|---|---|
| Purpose | Powers the AI’s responses internally | Shown directly to end users |
| Visibility | Users never see these documents directly | Users browse and download these materials |
| How it works | Documents are chunked, embedded, and used for RAG | Files and links are listed in the widget’s Resources tab |
| Use case | Prescribing information, clinical data, approved labelling | Patient leaflets, product guides, useful links |
Resource types
Files
Uploadable documents that users can download from the widget. Ideal for patient information leaflets, prescribing information PDFs, product brochures, and study summaries.
Websites
Links to external web pages. Ideal for directing users to your product website, support portal, clinical trial registries, or regulatory authority pages.
Resource categories
Each resource is assigned a category to help organise and present materials clearly:| Category | Description |
|---|---|
| External Source | Third-party or independent materials — e.g., regulatory body publications, clinical guidelines |
| Sponsor Resource | Materials produced by the product sponsor or pharmaceutical company |
| Internal | Internal resources for organisation use |
| Clinical Study | Published clinical study reports, trial results, or research papers |
Resource properties
Every resource includes the following metadata:| Property | Description |
|---|---|
| Name | A descriptive title shown to end users |
| Type | File or Website |
| Status | Active or inactive |
| Category | The resource category (see above) |
| Source | The origin of the resource (e.g., company name, journal, regulatory body) |
| Author | The author or authoring organisation |
| Description | A brief summary of what the resource contains |
Adding resources
- Upload a file
- Add a website
Managing resources
From the Resources tab, you can manage your existing resources:- Edit metadata — Update the name, category, source, author, or description
- Remove — Permanently delete a resource from the agent
- Sort — Organise the list by name, source, or category to find resources quickly
Resources assigned to an agent appear in the Resources tab of any widget connected to that agent. You can configure the display order of resources in the Widget Settings.
How resources appear to users
When end users open the chat widget and navigate to the Resources tab, they see a list of all active resources assigned to the agent. For each resource:- Files display a download button, allowing users to save the document
- Websites display as clickable links that open in a new browser tab
Best practices
Keep resources relevant and current
Keep resources relevant and current
Only include resources that are directly useful to your target audience. Remove outdated materials promptly and replace them with current versions.
Write clear descriptions
Write clear descriptions
A brief, informative description helps users decide which resources are relevant to them without opening every file.
Use categories consistently
Use categories consistently
Consistent categorisation helps users navigate the resources list, especially when you have many resources assigned to a single agent.
Complement the Knowledge Base
Complement the Knowledge Base
Use resources for materials users should read in full (leaflets, guides), and the Knowledge Base for materials the AI should reference when answering questions. The two work best together.