Access: Adding, editing, and deleting sources requires Editor or Owner access. Viewers can browse the list but can’t make changes.
Source types
Klaro supports three ways to feed content to your agent:| Type | Best for |
|---|---|
| Websites | Product pages, help centers, FAQs, blog posts - anything publicly accessible by URL |
| PDFs | Documentation, manuals, whitepapers, anything that lives in a file |
| Text | Short reference content, internal FAQs, policies - anything you want to paste in directly |
Status lifecycle
After you add a source, Klaro processes it in the background. You can watch the status update in real time - no need to refresh.Website
- Pending: source created, waiting to be picked up
- Crawling: Klaro is fetching the page content from the URL
- Indexing: content has been retrieved and is being split into chunks and embedded
- Completed: source is live and searchable
- Failed: something went wrong at one of the steps (bad URL, unreachable page, etc.)
Text
If a source shows “failed”: the most common reasons are a URL that requires login, a PDF that’s too large or too long, or a text source that exceeded the word limit. Fix the issue and re-add the source (or re-scrape for websites).
Adding knowledge sources
Website
You have three ways to add website content: Single - paste one URL and submit. Good for a specific page you know you want indexed. Multiple - paste up to 10 URLs, one per line. Use this when you have a list of pages ready to go. Crawl - enter a base URL and Klaro maps the site, showing you up to 30 discovered pages. Pick the ones you want (up to 10 at a time) and add them in one go. This is the most efficient way to index an existing help center or documentation site. URLs are normalized before saving - you can paste with or withouthttps:// and trailing slashes, Klaro handles it.
- Format: PDF only
- Max size: 10 MB
- Max pages: 50 pages
.pdf). You can’t rename it after upload - if you need a different title, delete and re-upload.
Text
Click Add Text Source, enter a title and paste your content. The title must be unique per agent - adding two text sources with the same title will fail. Constraints:- Max: 10,000 words
- A live word counter shows your current count as you type; the submit button disables when you go over
Re-scraping websites
Websites can be manually re-scraped to pick up updated content. Find the source in the list and click Re-scrape. A few things to know:- Re-scraping counts against your monthly website scraping limit (same as adding a new website)
- You can’t re-scrape while a source is currently being crawled or indexed - the button is disabled during processing
- When a re-scrape completes, the old content is fully replaced - not merged
Deleting sources
You can delete any source from the list. Deletion is permanent and immediate - the source is removed from the index and your agent will no longer use it for answersPlan limits
Two limits apply to knowledge sources, and both are scoped to your workspace: Total knowledge sources - the combined count of all source types across all your agents. Once you hit the limit, you’ll need to delete existing sources or upgrade your plan to add more. Website scrapes per month - counts both new websites added and re-scrapes of existing ones. Resets at the start of each billing month.| Plan | Max knowledge sources | Max website scrapes/month |
|---|---|---|
| Free | 5 | 5 |
| Starter | 25 | 25 |
| Builder | 100 | 150 |
| Pro | 400 | 500 |
Next up: Configure → Customize - enable human escalation and lead capture.