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Add sources

Sources are what each agent uses to answer your users questions.
  1. Open the agent by clicking on it from the Agents list (navigating either via the left-nav or cmd+k shortcut)
  2. Toggle Edit mode on the top let corner
    To toggle Edit mode on and add a source, you’ll need to either be the team-admin, agent-admin or have edit access to the agent
  3. In the Add New Sources menu, select the channel you’d like to add the source from.
  4. Once prompted, add the source (see
    For sources added from external tools (i.e. Slack, Jira), you’ll have to make sure your Solari account is connected to those accounts.

    Check Settings to see if your account is integrated already. See docs to see how to integrate to your chosen channel.
  5. Choose the source type you want (e.g., docs, PDFs, Slack, Confluence, website).
  6. Connect or upload the source
  7. When prompted add a nickname and a source description
    nickname is how your agent will refer to this source. You can trigger the agent to use a specific source by using the nickname in your query (i.e. @meeting_notes - what was the first due date?
    source descriptionis one of the fields our model-router chooses which source to use for a query, if a nickname is not provided.

    A good source description ensures our model-router accurately chooses this source for the queries pertaining to it.
See channel-specific flows below.

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Slack Channels

  1. Make sure you’re in your chosen agent (via the Agents page or the cmd+k shortcut).
  2. Turn edit mode on
  3. In Add New Sources , click the Slack tile Add Slack
  4. You can search for channels by channel name. Select the channels you’d like to give this agent access to
    Solari can only see channels that it’s explicitly been invited to. So make sure to invite Solari Slack Bots to the channels you’d like to give it access to
  1. Open Edit Settings (opening the menu from  ⋮ in the top right corner of the channel)
Open Menu 1
  1. Navigate toIntegrations> Add Apps
Slack Integrations 1
  1. Find Solari Slack Bots and click Add
Add Solari SlackSolari agents can now access data from this channel!
  1. With the channels you’d like to sync selected, tap Add selected to start the sync job
  2. If successful, you’ll see the channels you’ve added and their sync status in the Slack Sync Job window in the bottom right hand corner
    StatusDescription
    runningThe channel is currently being synced
    queuedThe channel is on the list to be synced
    doneThe channel has been synced
    errorThere was an error syncing this channel
  3. As the channels are synced, you’ll see them in the Current Sources list in Edit Agent. Click the source description of each source.
  4. In the input field, provide some detail about what is in this Slack channel and when the agent should choose this source to answer a given question.
Once your channel has been successfully added, you can reference it in chat using the #channel-name as the @nicknameExample Chat

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Jira tickets

  1. Make sure you’re in your chosen agent (via the Agents page or the cmd+k shortcut).
  2. Turn edit mode on
  3. In Add New Sources , click the Jira tile
  4. Search for the tickets you’d like included
    You can search by passing a JQL expression, or searching with strings you know are in the chosen tickets

    JQL expressions can be helpful for adding all tickets in a collection of tickets (i.e. of a particular user, team or project)
  5. Select the tickets you’d like added and tap “Add tickets”
  6. You’ll see a new item in your Sources List called jira. This represents the collection of tickets you’ve given this agent access to
  7. Click the source description of each source.
  8. In the input field, provide some detail about what is in this Slack channel and when the agent should choose this source to answer a given question.

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Confluence pages

  1. Make sure you’re in your chosen agent (via the Agents page or the cmd+k shortcut).
  2. Turn edit mode on
  3. In Add New Sources , click the Confluence tile
  4. You can search for Confluence pages to add in 3 ways:
    Screenshot2026 01 27at12 30 20AM
    1. Enter your query and tap Search
    2. Select the pages you’d like to add as sources
    CQL expressions can be helpful for adding all tickets in a collection of tickets (i.e. of a particular user, team or project)
    Screenshot2026 01 27at12 30 24AM
    1. Enter your CQL expression and tap Search
    2. Select the pages you’d like to add as sources
    Screenshot2026 01 27at12 30 46AM
    1. You’ll see a list of your Confluence spaces. Click one to see the pages in that space
    2. Select the pages you’d like added as sources
  5. With all the pages you’d like added as sources, tap Add selected
  6. You’ll see each page you added in your Current Sources list. Click the source description of each source.
  7. In the input field, provide some detail about what is in this Slack channel and when the agent should choose this source to answer a given question.

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Documents

Valid file types: .pdf, .docx, .doc, .txt, _.md
  1. Make sure you’re in your chosen agent (via the Agents page or the cmd+k shortcut).
  2. Turn edit mode on
  3. In Add New Sources , click the Document tile
  4. Add the chosen document either via drag-and-drop, or using the file picker
  5. Enter a source-nickname and source-description
  6. Tap Done

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Websites

Valid URL type: any publicly accessible URL
  1. Make sure you’re in your chosen agent (via the Agents page or the cmd+k shortcut).
  2. Turn edit mode on
  3. In Add New Sources , click the Website tile
  4. Paste the website URL
  5. Enter a source‑nickname
  6. Tap Done
  7. You’ll see each page you added in your Current Sources list. Click the source description of each source.
  8. In the input field, provide some detail about what is in this Slack channel and when the agent should choose this source to answer a given question.

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Tables

_Valid file types: .csv, .xlsx, _.tsv
  1. Make sure you’re in your chosen agent (via the Agents page or the cmd+k shortcut).
  2. Turn edit mode on
  3. In Add New Sources , click the Table tile
  4. Upload the table file (drag‑and‑drop or file picker)
  5. Enter a source-nickname
  6. When prompted, review column types/metadata. Tap Save to confirm each column’s name and datatype.
    Solari uses this metadata to build accurate SQL queries using your query. Providing accurate metadata helps our text-to-code modles run accurately the first timeFor tables you’ve uploaded that don’t have confirmed metadata, you’ll see an alert next to their name in the Sources list. Clicking that alert will trigger the metadata confirmation flow.

    Failing to confirm metadata will prevent our text-to-code models from generating accurate SQL for your code specifically.    Metadata Needed
    Metadata Confirm
  7. Tap Done
  8. You’ll see each page you added in your Current Sources list. Click the source description of each source.
  9. In the input field, provide some detail about what is in this Slack channel and when the agent should choose this source to answer a given question.

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Delete sources

Sources can always be deleted in 2 ways:
  1. tapping the trash-canicon in Sources list
  2. Right clicking the source-tile in the ‘Add Source Dialog’, tapping delete, and confirming in the dialog