Bots – Basics

Connecting Web Sources to Your AI Bot

In this lesson, you will learn how to expand your AI bot’s knowledge base by linking publicly available web documentation directly as a web source.

Step 1: Open Your Existing Bot

  1. Navigate to Bots from your Noca Dashboard.

  2. Select and open your bot in the builder interface.

Step 2: Access Bot Settings

  1. Click the Settings gear icon in the top right corner.

  2. In the left navigation menu of the settings window, select Web Sources.

Step 3: Add a Web Source URL

  1. Copy the URL of any public documentation or support article you want your bot to reference (e.g., a guide on setting up a Salesforce connection).

  2. Click the + (plus icon) in the Web Sources menu.

  3. Paste the copied URL into the text box and click Save.

Step 4: Save and Test the Web Source

  1. Close the Settings modal.

  2. Click Debug draft version in the top right to launch a test chat window.

  3. Ask a question related to the web page you just added (e.g., “How do I set up a Salesforce connection in Noca?”).

  4. Observe the result: The bot will crawl the linked article and provide accurate, step-by-step instructions directly from the web source.