Datasets

Datasets are bundles of documents that can be assigned to campaigns. They define what knowledge AI Agents have access to when writing emails.

What is a Dataset?

A dataset is a reusable collection that groups documents together. When you assign a dataset to a campaign, all documents in that dataset become available to AI Agents.

Creating a Dataset

1. Go to Knowledge Bases > Datasets
2. Click Create Dataset
3. Enter name and description
4. Choose how to include documents:
   • By Documents - Select individual files
   • By Folder - Include all documents in a folder
   • By Tag - Include all documents with a specific tag
5. Click Create

Dataset Properties

Selection Types

By Documents

Manually select specific documents to include. Best for:

• Curated collections
• Cherry-picking key files
• Combining documents from different folders

By Folder

Automatically include all documents in a folder. Best for:

• Product-specific knowledge
• Department documentation
• Keeping datasets in sync as documents are added

By Tag

Include all documents with a specific tag. Best for:

• Cross-folder collections
• Dynamic groupings
• Topic-based organization

Managing Datasets

Edit Dataset

1. Click the Edit button on a dataset card
2. Modify name, description, or document selection
3. Save changes

Toggle Active Status

Use the switch on each dataset card to enable/disable it. Inactive datasets cannot be assigned to new campaigns.

Delete Dataset

1. Click the Delete button
2. Confirm deletion

Best Practices

• Name clearly - Use descriptive names like "Product X - Technical Specs"
• Keep focused - One dataset per product/topic is better than one giant dataset
• Use folders - For automatically updating collections
• Review regularly - Ensure datasets contain current information