Course Content
Bots – Basic
0/6
Instructions – AI Bots
File Sources – AI Bots
00:00
Web Sources – AI Bots
00:00
Object Data Sources – AI Bots
00:00
Report Data Sources – AI Bots
00:00
Course Exercise: Build a documentation bot with multiple data sources – AI Bots
00:00
Bots – Basics

Course Exercise: Building a Multi-Source Documentation Helper Bot

Learn how to build an intelligent documentation assistant that connects web pages, PDF documents, and live Salesforce Knowledge articles into a single, unified search experience—without writing a single line of code.

Prerequisites

Before starting this exercise, ensure you have:

  • Access to your Noca AI workspace.

  • Links to the web articles you want to index.

  • A PDF documentation file ready for upload.

  • An active Salesforce integration configured for your account.

Step 1: Create and Name Your Bot

  1. Open your Noca AI dashboard and click Create Bot.

  2. Give your new workspace/bot a descriptive name (e.g., Documentation Helper).

Step 2: Connect Web Sources

  1. Navigate to Settings from the side menu.

  2. Under the Web Sources section, click Add Web Source.

  3. Copy and paste the URLs of the documentation articles you want your bot to reference.

  4. Click Save to index the links.

Step 3: Attach File Sources (PDF)

  1. In the Settings menu, locate the File Sources tab.

  2. Click Upload File and select your PDF documentation file.

  3. Confirm the upload to allow the bot to parse and index the document’s contents.

Step 4: Integrate Salesforce Knowledge Data

  1. In Settings, navigate to Data Sources and click Create New Source.

  2. Select Salesforce as your source type and choose Object.

  3. Set the target object to Knowledge Article.

  4. Configure the node to retrieve all articles and all available fields.

  5. Name your source (e.g., Salesforce Knowledge) and click Go Live.

Step 5: Attach Data Source and Test

  1. Return to your bot settings and select Salesforce Knowledge from your available Data Sources list.

  2. Open the Debug / Draft preview window to test your configuration.

  3. Enter a test query such as:

    “How do I get started with Noca?”

  4. Verify that the bot scans across your Web, File, and Salesforce sources to return a consolidated, accurate answer.

Tip: You can update or swap your connected Data Sources at any time without needing to rebuild your bot’s core logic!

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