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Datasets are collections that organize your documents into logical groups. Each dataset can be configured independently with its own Stella search settings and connected sources.

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Create a Dataset

Creating datasets requires Admin access.
  1. Navigate to Knowledge Base from the main menu
  2. Click Add Dataset
  3. Enter the dataset details:
    • Name: A unique name for the dataset (required, max 100 characters)
    • Description: Optional details about the dataset’s purpose
  4. Configure settings:
    • Searchable in Stella: Toggle on to enable AI-powered search
  5. Click Save

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Edit a Dataset

  1. Find the dataset you want to edit
  2. Click the Settings (gear) icon on the dataset card
  3. Update the dataset properties:
    • Change the name or description
    • Toggle Stella searchability
    • Connect or disconnect external sources
  4. Click Save to apply changes
When “Searchable in Stella” is enabled:
  • All documents in the dataset are indexed for semantic search
  • Stella AI agents can query the dataset when answering questions
  • Results are ranked by relevance, not just keyword matches
To enable:
  1. Edit the dataset settings
  2. Toggle Searchable in Stella on
  3. Save changes
Enable Stella search on datasets containing documentation, FAQs, or reference materials that AI agents should use when responding to queries.

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Connect External Sources

Datasets can automatically import documents from external sources: Currently Supported:
  • Webpage — enter a website URL and Statisfy crawls the site (visits its pages and copies their content) into the dataset
  • Google Drive — sync specific Drive folder or file URLs into the dataset. See the Google Drive integration guide for supported URL formats and account-level options
  • Intercom — import articles from your Intercom Help Centers
To connect a source:
  1. Edit the dataset settings
  2. Click Connect Source
  3. Select the source type:
    • Webpage: enter the URL of the site you want to import
    • Google Drive: add one or more Google Drive folder or file URLs; each URL is synced into the dataset. You can also point the source at an account-level custom field that contains Google Drive URLs, so each account syncs its own content
    • Intercom: choose the Help Center to sync
  4. Save to start the import
The Google Drive and Intercom options require the corresponding integration to be connected first. If a source appears disabled, connect it under Integrations and try again.
Keeping sources up to date:
  • Content from connected sources is refreshed automatically every day, so your dataset stays in sync without manual action
  • To pull in changes right away, click the refresh icon on the connected source card in the dataset settings, or trigger a refresh from the dataset’s detail page — you’ll see a “Refresh triggered” confirmation

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Delete a Dataset

Deleting a dataset permanently removes all documents within it. This action cannot be undone.
  1. Find the dataset you want to delete
  2. Click the three-dot menu on the dataset card
  3. Select Delete
  4. Confirm the deletion
Restrictions:
  • Datasets assigned to specific AI agents cannot be deleted
  • You must first remove the agent assignment before deleting

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Dataset Best Practices

Create separate datasets for different knowledge domains:
  • Product documentation
  • Support FAQs
  • Onboarding materials
  • Internal processes
This makes it easier to control which AI agents have access to which content.
Choose names that clearly indicate the dataset’s contents:
  • “Product Documentation” instead of “Docs”
  • “Customer Onboarding Guide” instead of “Guide”