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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:
  • Intercom Help Centers
To connect a source:
  1. Edit the dataset settings
  2. Click Connect Source
  3. Select Intercom (if connected via Integrations)
  4. Choose the Help Center to sync
  5. Save to start the import
Documents from connected sources are automatically kept in sync. Changes to the source will be reflected in your dataset.

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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”