Adding Dynamic Resources

A Dynamic resource lets you enter text directly into a copilot without uploading a file — useful for notes, procedures, and other product information that has no source document. The editor can also be used as a coding interface to pull content from an external website.

What you will need:

  • The product information you want to enter, such as notes

Adding a Dynamic Resource

Follow these steps to add a Dynamic resource:

  1. In the Manage portal, select the copilot you want to add resources to.

  2. Open the Resources tab.

  3. Select -- Add New Resource -- > Dynamic.

    The resource type options, with Dynamic selected.
  4. Enter your text in the editor.

    The Dynamic resource text editor.
  5. Enter a title that describes the content.

    The title field for the new Dynamic resource.
  6. Click Save. The resource appears in the resource list on the left.

    The Save button for the new Dynamic resource.
    The resource list, showing the new Dynamic resource.

Next: Editing Resource Attributes