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Add Text Input

Overview#

Add Text Input lets you paste or type raw copy directly into the knowledge base without preparing a file. It is ideal for quick policy updates, meeting notes, or any text that is easier to drop in manually.

When to Use It#

  • Capturing short announcements or SOP updates without creating a document first
  • Adding temporary guidance you will replace later with a full document
  • Importing content from email threads or chat transcripts where copy/paste is fastest

Key Benefits#

  • Immediate updates — paste text and save it in seconds
  • Fine-grained control — add metadata or associate the text with a folder as you go
  • No file prep required — perfect for content that exists only in plain text

UI/UX Specification#

Add Text Input Interface

Component Reference#

ComponentTypeDescription
Title fieldText inputRequired name that identifies the text source
Folder selectorDropdownOptional folder to file the new source under
Content editorText areaSupports multiline text for your content
Cancel buttonSecondary buttonCloses the modal without saving
Add Source buttonPrimary buttonSaves the text into the knowledge base

How to Use#

  1. From Knowledge Base, click + NewAdd Source, then pick Text.
  2. Enter a descriptive title so teammates know the context of the content.
  3. Optionally select a folder for organization.
  4. Paste or type your text into the editor.
  5. Click Add Source to save. The modal closes and the text appears in the knowledge base list.

Notes & Tips#

  • Keep titles action-oriented (for example, Support Escalation SOP – March 2025).
  • Use the same folder conventions as your documents so filters work consistently.
  • You can edit or delete the text source later from the knowledge base table.

FAQ#

Is there a character limit?#

The editor comfortably handles long-form text, but stay under roughly 10,000 characters for easier maintenance.

Can I format text with Markdown?#

Plain text is stored without rich formatting. Break long sections into paragraphs for readability.

What if I need to attach files too?#

Use Add Documents for files. Add Text Input is designed solely for pasted content.

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