# Datasets

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## Description

The Datasets tab is where you curate the knowledge base for an agent. Upload files, link cloud resources, toggle whether content is active for training, and decide if learners can view the original sources. This central dashboard gives you full control over what the agent “knows” and what users can see.


![](/images/datasets.png)

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## Target Audience

**Administrator**

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## Features

#### Comprehensive Dataset Table

Columns show **Name**, **Type** (file, URL, etc.), **Tokens** (size contribution), **Storage Location**, and **Status** (training progress).

#### Training Toggle

Switch a resource **On** to include it in the agent’s knowledge base, or **Off** to exclude it without deleting.

#### Visibility Toggle

Decide whether learners can open the source in the **Retrieved Documents** side panel (**On**) or keep it hidden (**Off**).

#### Flexible Resource Types

Accepts direct uploads (**PDF, PPT, images, video**) and cloud links from **Google Drive, Dropbox, OneDrive, YouTube**, and standard URLs.

#### Easy Deletion & Re‑Upload

Remove outdated items with a **trash‑can icon**, or add fresh resources anytime with **Add Resource**.

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## How to Use (step by step)

#### Open the Datasets Tab

- Click the **agent name dropdown**  
- Select **Datasets** from the settings list

#### Review the Dataset List

- Scan the columns: **Name, Type, Tokens, Storage Location, Status**  
- **Status** shows if training is complete (large files may take longer)

#### Manage Training Status

- Flip the **Training** switch:

  - **On** → resource is active  
  - **Off** → resource is ignored (kept for later reactivation)

#### Control Learner Visibility

- Toggle **Visible**:

  - **On** → learners see and can open the source  
  - **Off** → agent uses it, but learners can’t access it

#### Delete a Resource (if necessary)

- Click the **trash‑can icon** next to an entry to remove it entirely

#### Add New Resources

- Click **Add Resource**  
- Choose a source type:

  - File upload (PDF, PPT, image, video…)  
  - Cloud link (Google Drive, Dropbox, OneDrive)  
  - YouTube or web URL

- Connect to your cloud account if prompted, pick the files, or paste a URL  
- The new item appears in the list and begins training automatically

#### Monitor Training

- Watch the **Status** column; wait until it shows **Trained** before relying on the content

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## Pedagogical Use Cases

#### Curriculum Updates

Toggle **Off** outdated lecture slides while adding new editions—keeping the agent current without losing historical material.

#### Selective Source Sharing

Hide proprietary PDFs but keep public articles **Visible** so learners can read primary sources.

#### Thematic Agents

Upload domain‑specific datasets (e.g., nursing guidelines, legal cases) to create specialized tutors.

#### Iterative Course Development

Add draft materials as **Training Off** for internal testing, then flip **On** when finalized.

#### Compliance & Quality Control

Regularly review the dataset table to ensure only vetted, up‑to‑date documents feed the agent’s answers.

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With the **Datasets tab**, you have precise, granular control over the agent’s knowledge and learner access—ensuring **accurate guidance** and **transparent sourcing** throughout the course.
