Knowledge Source Tags

Updated in 2026.3 Knowledge Source Tags, also known as Source Tags, are labels that you can add to your Knowledge Sources to improve how your AI Agents reply to your customers. With Source Tags, Knowledge AI’s search engine can focus on specific Knowledge Sources and provide AI Agents targeted results. Source Tags have the following benefits:

Increased search accuracy. Source Tags direct the search engine to specific Knowledge Sources, ensuring that only the most relevant results are included, which is useful with a large number of Knowledge Sources.
Flexible tag filtering. Using AND and OR operators for Source Tags refine searches and improve results.
Faster search performance. Limiting the queried Knowledge Sources speeds up Knowledge Queries.
Enhanced content organization. Categorizing Knowledge Sources improves information management and retrieval.

Prerequisites

You have created a Knowledge Store.
You have created a Knowledge Source.

Limitations

You can add up to 50 Source Tags per Knowledge Source.
You can add up to 5 Source Tags per Search Extract Output Node.

Naming Guidelines

Include only lowercase and alpha-numerical (a-z, 0-9) characters, underscores, and hyphens.
You can include CognigyScript in Source Tag names. In this case, make sure the CognigyScript input is lowercase with the .toLowerCase() method, for example, {{input.text.toLowerCase()}}. Using CognigyScript as a Source Tag name allows your AI Agent to filter Knowledge Sources dynamically according to the user input.

Working with Source Tags

To configure Source Tags, you need to first add them to a Knowledge Source in Build > Knowledge or directly to the CTXT file. Then, you need to add the Source Tag to the Search Extract Output Node in the Flow editor. You can test the knowledge query results in the Interaction Panel.

Examples

To reproduce the results presented later in this section, follow these steps:

Create a new Knowledge Store.
Upload the following files as Knowledge Sources:
- CTXT — the Source Tags are already in the CTXT file.
- DOCX — add the following Source Tags: endpoint, webchat, and text-based.
- PDF — add the following Source Tags: endpoint, voice, and voice-gateway.
After uploading the files, the Knowledge Sources have the following Source Tags:
Knowledge Sources Source Tags in
CTXT endpoint, voice, copilot
DOCX endpoint, voice, voice-gateway
PDF endpoint, webchat, text-based
Navigate to the Flow and add the Search Extract Output Node. Test the following examples to retrieve information based on the Source Tags you add to the Search Extract Output Node. To track how the output changes with different Source Tag combinations, use the input Could you share a list of native endpoints for Cognigy? for each Knowledge Source in the Interaction Panel. To check the output results in the Interaction Panel, use the input.knowledgeSearch.topK Input object in INFO > Input.

Knowledge Sources	Source Tags in
CTXT	endpoint, voice, copilot
DOCX	endpoint, voice, voice-gateway
PDF	endpoint, webchat, text-based

Example 1

Source Tags in the Search Extract Output Node: endpoint

Operator	Expected Result
AND	All files
OR	All files

Top-3 Key Results for:

Both Operators

"knowledgeSearch": {
  "topK": [
    {
      "text": "Cognigy Voice Copilot Endpoint Cognigy Voice Copilot Endpoint is a native Endpoint designed for voice-based applications within Cognigy.AI. The Endpoint manages audio stream transcriptions and integrates seamlessly with Agent Copilot Flows. This Endpoint splits the audio into user and agent inputs, ensuring accurate updates to the Agent Copilot workspace.",
      "distance": 0.85143244,
      "sourceMetaData": {
        "sourceName": "cognigy-voice-copilot-endpoint.ctxt",
        "sourceType": "ctxt",
        "title": "Cognigy Voice Copilot Endpoint",
        "url": "https://www.cognigy.com"
      },
      "chunkMetaData": {
        "image": "https://docs.cognigy.com/_assets/ai/deploy/endpoint-reference/voice-copilot.png",
        "url": "https://docs.cognigy.com/ai/deploy/endpoint-reference/voice-copilot/"
      }
    },
    {
      "text": "Cognigy Webchat v3 Endpoint is a native Endpoint within the Cognigy.AI platform designed to integrate AI Agents directly into your website. This connection allows for seamless interaction between users and AI Agents via the Webchat v3 interface.",
      "distance": 0.85023737,
      "sourceMetaData": {
        "sourceName": "cognigy-webchat-v3-endpoint.pdf",
        "sourceType": "pdf"
      },
      "chunkMetaData": {
        "firstPage": "1",
        "lastPage": "1"
      }
    },
    {
      "text": " Cognigy Voice Gateway Endpoint Cognigy Voice Gateway Endpoint is a native Endpoint within the Cognigy.AI platform that enables AI Agents to interact with users through voice communication. This native or first-party integration connects AI Agents to contact centers or phone numbers, allowing users to speak with the agents instead of writing.",
      "distance": 0.84896475,
      "sourceMetaData": {
        "sourceName": "cognigy-voice-gateway-endpoint.docx",
        "sourceType": "docx"
      },
      "chunkMetaData": {
        "firstPage": "1",
        "lastPage": "1"
      }
    }
  ]
}

Example 2

Source Tags in the Search Extract Output Node: endpoint, voice

Operator	Expected Result
AND	CTXT and PDF
OR	All files

Top-3 Key Results for:

AND

  "knowledgeSearch": {
    "topK": [
      {
        "text": "Cognigy Voice Copilot Endpoint Cognigy Voice Copilot Endpoint is a native Endpoint designed for voice-based applications within Cognigy.AI. The Endpoint manages audio stream transcriptions and integrates seamlessly with Agent Copilot Flows. This Endpoint splits the audio into user and agent inputs, ensuring accurate updates to the Agent Copilot workspace.",
        "distance": 0.85143244,
        "sourceMetaData": {
          "sourceName": "cognigy-voice-copilot-endpoint.ctxt",
          "sourceType": "ctxt",
          "title": "Cognigy Voice Copilot Endpoint",
          "url": "https://www.cognigy.com"
        },
        "chunkMetaData": {
          "image": "https://docs.cognigy.com/_assets/ai/deploy/endpoint-reference/voice-copilot.png",
          "url": "https://docs.cognigy.com/ai/deploy/endpoint-reference/voice-copilot/"
        }
      },
      {
        "text": " Cognigy Voice Gateway Endpoint Cognigy Voice Gateway Endpoint is a native Endpoint within the Cognigy.AI platform that enables AI Agents to interact with users through voice communication. This native or first-party integration connects AI Agents to contact centers or phone numbers, allowing users to speak with the agents instead of writing.",
        "distance": 0.84896475,
        "sourceMetaData": {
          "sourceName": "cognigy-voice-gateway-endpoint.docx",
          "sourceType": "docx"
        },
        "chunkMetaData": {
          "firstPage": "1",
          "lastPage": "1"
        }
      },
      {
        "text": "Key Features - Automatic Transcription Handling: Receives and processes transcriptions, identifying user and session IDs for precise session management. - Native Integration: As a native Endpoint, it is built directly into the Cognigy.AI platform, offering smooth functionality and compatibility with supported handover providers.",
        "distance": 0.8258752,
        "sourceMetaData": {
          "sourceName": "cognigy-voice-copilot-endpoint.ctxt",
          "sourceType": "ctxt",
          "title": "Cognigy Voice Copilot Endpoint",
          "url": "https://www.cognigy.com"
        },
        "chunkMetaData": {
          "url": "https://docs.cognigy.com/ai/deploy/endpoint-reference/voice-copilot/"
        }
      }
    ]
  }

  "knowledgeSearch": {
    "topK": [
      {
        "text": "Cognigy Voice Copilot Endpoint Cognigy Voice Copilot Endpoint is a native Endpoint designed for voice-based applications within Cognigy.AI. The Endpoint manages audio stream transcriptions and integrates seamlessly with Agent Copilot Flows. This Endpoint splits the audio into user and agent inputs, ensuring accurate updates to the Agent Copilot workspace.",
        "distance": 0.85143244,
        "sourceMetaData": {
          "sourceName": "cognigy-voice-copilot-endpoint.ctxt",
          "sourceType": "ctxt",
          "title": "Cognigy Voice Copilot Endpoint",
          "url": "https://www.cognigy.com"
        },
        "chunkMetaData": {
          "image": "https://docs.cognigy.com/_assets/ai/deploy/endpoint-reference/voice-copilot.png",
          "url": "https://docs.cognigy.com/ai/deploy/endpoint-reference/voice-copilot/"
        }
      },
      {
        "text": "Cognigy Webchat v3 Endpoint is a native Endpoint within the Cognigy.AI platform designed to integrate AI Agents directly into your website. This connection allows for seamless interaction between users and AI Agents via the Webchat v3 interface.",
        "distance": 0.85023737,
        "sourceMetaData": {
          "sourceName": "cognigy-webchat-v3-endpoint.pdf",
          "sourceType": "pdf"
        },
        "chunkMetaData": {
          "firstPage": "1",
          "lastPage": "1"
        }
      },
      {
        "text": " Cognigy Voice Gateway Endpoint Cognigy Voice Gateway Endpoint is a native Endpoint within the Cognigy.AI platform that enables AI Agents to interact with users through voice communication. This native or first-party integration connects AI Agents to contact centers or phone numbers, allowing users to speak with the agents instead of writing.",
        "distance": 0.84896475,
        "sourceMetaData": {
          "sourceName": "cognigy-voice-gateway-endpoint.docx",
          "sourceType": "docx"
        },
        "chunkMetaData": {
          "firstPage": "1",
          "lastPage": "1"
        }
      }
    ]
  }

Example 3

Source Tags in the Search Extract Output Node: voice, text-base

Operator	Expected Result
AND	No Knowledge Chunks found
OR	All Knowledge Chunks

Top-3 Key Results for:

AND

"knowledgeSearch": {
  "topK": []
}

  "knowledgeSearch": {
    "topK": [
      {
        "text": "Cognigy Webchat v3 Endpoint is a native Endpoint within the Cognigy.AI platform designed to integrate AI Agents directly into your website. This connection allows for seamless interaction between users and AI Agents via the Webchat v3 interface.",
        "distance": 0.8642316,
        "sourceMetaData": {
          "sourceName": "cognigy-webchat-v3-endpoint.pdf",
          "sourceType": "pdf"
        },
        "chunkMetaData": {
          "firstPage": "1",
          "lastPage": "1"
        }
      },
      {
        "text": " Cognigy Voice Gateway Endpoint Cognigy Voice Gateway Endpoint is a native Endpoint within the Cognigy.AI platform that enables AI Agents to interact with users through voice communication. This native or first-party integration connects AI Agents to contact centers or phone numbers, allowing users to speak with the agents instead of writing.",
        "distance": 0.85569,
        "sourceMetaData": {
          "sourceName": "cognigy-voice-gateway-endpoint.docx",
          "sourceType": "docx"
        },
        "chunkMetaData": {
          "firstPage": "1",
          "lastPage": "1"
        }
      },
      {
        "text": "Cognigy Voice Copilot Endpoint Cognigy Voice Copilot Endpoint is a native Endpoint designed for voice-based applications within Cognigy.AI. The Endpoint manages audio stream transcriptions and integrates seamlessly with Agent Copilot Flows. This Endpoint splits the audio into user and agent inputs, ensuring accurate updates to the Agent Copilot workspace.",
        "distance": 0.8550185,
        "sourceMetaData": {
          "sourceName": "cognigy-voice-copilot-endpoint.ctxt",
          "sourceType": "ctxt",
          "title": "Cognigy Voice Copilot Endpoint",
          "url": "https://www.cognigy.com"
        },
        "chunkMetaData": {
          "image": "https://docs.cognigy.com/_assets/ai/deploy/endpoint-reference/voice-copilot.png",
          "url": "https://docs.cognigy.com/ai/deploy/endpoint-reference/voice-copilot/"
        }
      }
    ]
  }

Overview

AI Agents

Human Escalation

Platform Features

For Developers

Administration and Installation

Prerequisites

Limitations

Naming Guidelines

Working with Source Tags

Examples

Example 1

Example 2

Example 3

More Information

​Prerequisites

​Limitations

​Naming Guidelines

​Working with Source Tags

​Examples

​Example 1

​Example 2

​Example 3

​More Information

Prerequisites

Limitations

Naming Guidelines

Working with Source Tags

Examples

Example 1

Example 2

Example 3

More Information