Agent builder

Data sources

If you're interested in using this feature, please reach out to your Customer Success Manager or Account Executive.

Early Access Feature

This functionality is currently available to a limited set of users and may change before general release. Contact your Customer Success Manager or sales representative if you're interested in accessing this feature.


Data sources provide knowledge to your agent without making live API calls for every query. This creates a searchable knowledge base that your agent can reference instantly.

Overview

  1. Connect to a system (Google Drive, Confluence, etc.)
  2. Tray syncs and processes your documents
  3. Content is stored in a vector table (searchable Knowledge Base Core)
  4. Agent searches this Knowledge Base to answer questions Behind the scenes: adding a data source creates a **sub-project **with sync workflows. Data is stored in a **vector table **that enables semantic search, this is also handled by a specialized sub-project. All synced data goes into a **single vector table **per agent.

Supported data sources

  • Google Drive - Documents, spreadsheets, presentations
  • Gmail - Email threads and attachments
  • Confluence - Wiki pages and documentation
  • Sharepoint - Documents and sites
  • Custom integrations - Via API connectors

Adding a data source

Step 1: Add and configure your source

  1. In the Data sources tab, click "Add Data Source"
  2. Select from available data source types
  3. Authenticate with the selected service
  4. Configure sync settings. Depending on the chosen Data source type, you will have to configure additional settings, e.g.:
  • Folder / Confluence space selection: Choose what to sync (start narrow)
  • Gmail Labels / Gmail Search Query / Jira JQL Query: Select appropriate search for items
  • Include/exclude patterns Step 2: Initial sync
  • First sync may take several minutes for large datasets
  • Check the sync status in the Data sources list for progress updates
  • Embedded data will be saved in the vector table once processed

Best practices for data sources

  • Start small: Sync one folder or space first to test
  • Organize source content: Well-structured documents work better
  • Use descriptive filenames: Helps the agent find relevant content
  • Update regularly: Enable automatic sync for changing content

Troubleshooting sync issues

  1. Check the data syncing sub-project workflows by navigating to Data source assets. You can access them by right clicking the three dot menu in the data sources list
  2. Once in the data source sub-project, review execution logs for error messages
  3. Verify permissions on source system
  4. Test with a single document first Configuration changes: Modifying sync settings may require re-processing all documents.

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