What are Custom Sources?
Custom Sources let you control which Library content the AI uses when generating responses for a project. You can include specific sources (whitelist) or exclude them (blacklist).Why Use Custom Sources?
- Relevance - Only use sources relevant to this specific RFP
- Accuracy - Exclude outdated content from older projects
- Compliance - Ensure responses come from approved sources only
- Client-specific - Use content tailored to a specific client or industry
Whitelist vs Blacklist
| Mode | Behavior | Best For |
|---|---|---|
| Whitelist | Only use selected sources | When you want precise control over content |
| Blacklist | Use everything except selected sources | When you want to exclude a few specific sources |
Whitelist Example
You’re responding to a healthcare client RFP:- Whitelist: “Healthcare Compliance”, “HIPAA Documentation”, “Medical Case Studies”
- Result: Responses only draw from healthcare-specific content
Blacklist Example
You’re responding to a competitor’s RFP:- Blacklist: “Competitor Analysis”, “Internal Strategy Docs”
- Result: AI uses all sources except sensitive competitive information
How to Configure
Effect on Response Generation
Once configured, all response generation in this project will:- Only search the sources you’ve allowed
- Ignore content from excluded sources
- Show citations only from allowed sources
- Maintain these settings for bulk generation
Best Practices
Start with whitelist for sensitive RFPs
Start with whitelist for sensitive RFPs
For compliance-heavy RFPs, start with whitelist mode to ensure only approved content is used.
Review source list before bulk generation
Review source list before bulk generation
Before generating responses in bulk, verify your source selection is correct.
Create project-specific Library sources
Create project-specific Library sources
Upload client-specific documents to a dedicated source, then whitelist only that source.
Update settings if you add new content
Update settings if you add new content
If you add new Library sources during a project, remember to update your whitelist/blacklist.
Permissions
- You can only select sources you have access to
- Private sources require explicit permission
- Admins can select any source in the organization
Troubleshooting
Responses have low trust scores
Responses have low trust scores
Your selected sources may not contain enough relevant content. Try adding more sources to your whitelist.
Expected content not appearing in responses
Expected content not appearing in responses
Check if the source containing that content is whitelisted (or not blacklisted).
Can't see a source in the list
Can't see a source in the list
You may not have access to that source. Ask an admin to grant you permission.