Dashboard Sources

Sources are how company knowledge enters RetainDB Cloud.

Use Sources for manual inputs such as URL, Web, Text, and PDF text. Use Connected Accounts for account-backed tools such as GitHub, Slack, Notion, Drive, Confluence, Jira, Linear, Dropbox, and Box when those connectors are enabled for your workspace.

Source Types

Type	Use it for	First-run advice
Text	internal note, policy, runbook, FAQ	best private smoke test
URL	one public page	fastest public smoke test
Web	docs site or help center	start with a narrow crawl
PDF	extracted PDF text	verify content before indexing
GitHub	repos and docs	prefer Connected Accounts when available

Status Meaning

Status	What happened	What to do
pending	source was created	wait for sync job
connecting	RetainDB is validating config or auth	wait or fix credentials
syncing/indexing	documents are being processed	query after ready
ready/indexed	source can answer questions	test in Company Brain
failed	sync could not complete	open the error and retry
paused	source is disabled	resume before relying on it

Good Source Hygiene

• Start with one small, trusted source.
• Prefer authoritative docs over chat history for first launch.
• Name sources clearly; agents and citations use those names.
• Remove stale sources instead of hoping retrieval ignores them.
• Keep large repos and workspaces scoped to what the agent actually needs.

Failed Syncs

A useful failed sync should show:

• connector or source type
• error code
• human-readable message
• last attempted time
• retry count
• next action when possible

If a source repeatedly fails, pause it until the connector config or account access is fixed.

Deleting Sources

Deleting a source should remove it from the company brain and deactivate source-derived documents, chunks, and memories. After deletion, verify:

1. the source no longer appears in Sources
2. Memory Graph no longer shows its source node
3. Company Brain no longer cites it
4. Agent Filesystem no longer includes its files

Next: Sources API, Company Brain API, or Troubleshooting.