Dashboard

Your guide to the Sideconvo Dashboard. This section contains FAQs on all key functions, from initial configuration and getting install codes to ongoing management like viewing statistics and user conversations.

How do I permanently delete a file?

You can delete a file by hovering over it in the list and clicking the Delete icon (trash can) or by opening its Details View and clicking the Delete icon in the header.

What happens if I “Exclude” a file?

Excluding a file removes it from the assistant’s active knowledge base, so its content won’t be used in answers. The file is not deleted and can be “Re-included” later.

What’s the difference between “Rename,” “Edit,” and “Update”?

How do I see the content the assistant is using from my file?

Simply click the file name in the list. A panel will open on the right showing a preview of the file’s content as markdown. This extracted markdown is the exact information the assistant uses.

What does it mean if my file has an “Error” or “Warning” status?

What’s the difference between “Show All Active” and “Show All Files”?

How do I add new files to the knowledge base?

You can either click the + Add File button to select files from your computer, or you can drag and drop files directly onto the file list area at any time.

What file types can I upload?

The system accepts common file types, including PDF, PPTX, DOCX, CSV, and TXT.

What is the main purpose of the “PDFs & Knowledge” screen?

This screen is your central repository for non-website content. You can upload files like PDFs, presentations, and text files to give your assistant a deeper knowledge base beyond your public website pages.

What should I do about a “Failed Link”?

First, try opening the link in a new tab to see if it works. If it does, you can use the “Recrawl” function to try again. If the link is permanently broken, you can “Delete” it to remove it from the list.

What are “Failed Links”?

These are URLs that the system tried to crawl but could not access. This is often due to the page being temporarily down, a broken link (404 error), or a server issue. The reason for the failure is usually displayed with the link.

What’s the practical difference between Excluding and Deleting a URL?

Excluding a URL is like archiving it; it’s removed from the knowledge base but can be brought back later. Deleting a URL (from “My Links” or “Failed Links”) is a permanent removal from the system.

Why can’t I delete a URL from the “Discovered Links” filter?

You only have direct delete permissions over URLs you have explicitly curated. To delete a discovered link, you must first “Save to My Links”, and then you can delete it from there.

If I manually edit a URL’s content, will my changes be overwritten by a recrawl?

Yes. Recrawling a page will always replace any manual edits with the fresh content from the live web page.

A page on my website has been updated. How do I update it here?

You need to trigger a “Recrawl”. Find the URL in the list and click the circular arrow icon. This tells the system to visit the page again and fetch the latest content.

What happens when I “Exclude” a link?

Excluding a link removes it from your Sideconvo’s active knowledge base, meaning its content won’t be used to answer questions. However, the system still remembers the URL, and you can see it by selecting the “Excluded Links” filter.

Why can’t I find a specific URL when I use the search bar?

The search function is tied to your current filter. If you’re searching for a URL that’s in “Discovered Links” but you have the “My Links” filter active, it won’t appear. Try clearing the filter to “Show All Active” and search again.

What is the difference between “My Links” and “Discovered Links”?

“Discovered Links” are pages found automatically by the system. “My Links” is a curated list that you manage directly. Saving a URL to “My Links” gives you more control, such as the ability to delete it. All URLs you add are in ‘My Links’.

Why can’t I view the details of a URL while it’s being crawled?

The Details View is disabled during the crawling process because the content is actively being updated. The view will become available as soon as the crawl is successful and complete.

What does it mean to “crawl” a URL?

Crawling is the process where the system visits a web page, reads its content, and formats it into a structured document (markdown) that Sideconvo can use.

Can I add more than one URL at a time?

Yes. In the “+ New URL” screen, you can paste a list of URLs. Just make sure each URL is on a new line.

How do I add a new URL to my knowledge base?

Click the “+ New URL” button, paste the full URL (or a list of URLs), and click “Add URLs”. The system will then crawl the page to extract its content.

How does the system get its initial list of URLs?

The system automatically discovers pages by crawling your website’s sitemaps. These initial pages appear under the “Discovered Links” filter.

What is the main purpose of the “Sitemap & URLs” screen?

This screen is the control center for all the web page content your assistant uses to answer questions. You can add new pages, update existing ones, and manage the overall knowledge base.

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