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What Are Sources?

Sources are documents and files that give your agent the context it needs to do its job. Think of them as the reference materials you’d hand a new team member — price lists, SOPs, contracts, policies, or any document your agent needs to reason over.

How It Works

When you upload a source, Decisional indexes it using Retrieval-Augmented Generation (RAG). Your agent can then search and retrieve relevant information from your documents at runtime.

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Supported File Types

PDFs

Contracts, invoices, forms, reports, SOPs (up to 50MB, OCR supported)

Documents

Policies, templates, procedures (Word, PowerPoint)

Images

Receipts, forms, diagrams (PNG, JPG, TIFF up to 20MB with OCR)

Text Files

Code, configs, raw text, JSON, XML

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Adding Sources

1

Open the Sources Tab

In your agent page, click Sources in the left sidebar.
2

Upload Files or Add Links

Click Add Source and choose:
  • Upload File — drag and drop files (up to 50MB each)
  • Add Link — paste a URL and Decisional will fetch and index the content
3

Wait for Processing

Decisional indexes your source (usually 10 seconds to 3 minutes depending on size). Once indexed, your agent can use it.
4

Reference in Instructions

Tell your agent when to use specific sources:
Reference the "Q4 Price List.pdf" for current pricing.
Use the "Vendor Catalog.xlsx" to validate vendor names.

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How RAG Works

When your agent runs, it doesn’t read every document end to end. Instead, it uses RAG to find the most relevant sections:
  1. Indexing — your documents are chunked and semantically indexed when uploaded
  2. Retrieval — at runtime, the agent searches for sections relevant to the current task
  3. Generation — the agent uses the retrieved context to reason and produce output
  4. Citation — the agent cites the specific pages and sections it referenced

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Bounding Box Citations

For PDFs, Decisional shows you the exact location the agent read — including the page number, paragraph, and a highlighted bounding box around the text. This makes it easy to verify your agent’s reasoning.

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Tips for Better Source Quality

  • Use text-based PDFs — scanned images work (via OCR) but text-based PDFs are faster and more accurate
  • Remove irrelevant pages — cover pages, blank pages, and appendices add noise
  • Use clear formatting — documents with headers and sections are easier for agents to navigate
  • Keep documents focused — one topic per file works better than large catch-all documents
  • Use descriptive filenames — “Q4 2025 Price List” is better than “pricelist_final_v3.xlsx”
  • 10-20 sources is the sweet spot — too many sources can slow retrieval
Start with fewer, high-quality sources and add more as needed. Quality beats quantity.