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Data Sources

A data source is a reusable connection to a location where your information is stored, such as cloud storage, a database, or a web page. Centralizing these connections makes them available for various tasks within GenAssist. For example, creating a knowledge base requires selecting a preconfigured data source from which to ingest documents.

To manage your data sources, navigate to Integrations → Data Sources from the main navigation menu. This will display a list of all existing data sources.

Creating a Data Source

  1. Click the + Add New Data Source button in the top-right corner.
  2. The Create Data Source dialog will appear.
  3. Provide a Name for your data source.
  4. Select the Source Type from the drop-down menu. The required fields will change depending on the type you select. The available types are:
    1. Gmail: Connects GenAssist to your Google account to use your emails as a data source. You will need to authorize access.
    2. Office365: Links GenAssist to your Microsoft 365 account, allowing it to access your Office 365 data as a source. Authorization is required.
    3. S3: Integrates with an Amazon S3 bucket, enabling GenAssist to use files stored there. You will provide credentials like Access key and Secret key, and specify the Bucket name.
    4. Database: Connects to a specific database, allowing GenAssist to pull data from it. You will provide connection details like Database host, Database port, and Database name.
    5. URL: Uses content from a specific web page as the data source. You will provide the exact Web page URL.
  5. Toggle the Active switch to enable the data source immediately after creation.
  6. Click Create.

Editing a Data Source

  1. Click in the Action column.
  2. The same dialog used to create the source will appear, prefilled with the existing information.
  3. Make the necessary changes.
  4. Click Update to save the changes.

Deleting a Data Source

  1. Click in the Action column.
  2. A confirmation dialog will appear to prevent accidental deletion.
  3. Click Delete to permanently remove the data source.