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#

Component Reference#
Component | Type | Description |
---|---|---|
Title field | Text input | Required name that identifies the text source |
Folder selector | Dropdown | Optional folder to file the new source under |
Content editor | Text area | Supports multiline text for your content |
Cancel button | Secondary button | Closes the modal without saving |
Add Source button | Primary button | Saves the text into the knowledge base |
How to Use#
- From Knowledge Base, click
+ New
→Add Source
, then pickText
. - Enter a descriptive title so teammates know the context of the content.
- Optionally select a folder for organization.
- Paste or type your text into the editor.
- 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.
Last updated on