Set up and manage your Content AI Sources

This guide walks you through setting up Content AI Sources in Cloud Manager - from meeting prerequisites to creating a content source and confirming it is indexed and available.

Prerequisites prerequisites

Before you begin, ensure the following conditions are met:

Step 1 - Open the Content AI Configuration Tab open-tab

  1. Sign in to Cloud Manager and select your program.

    Cloud Manager home showing the program card

  2. From the Program Overview, locate the Environments section and select the environment you want to configure.

    Program Overview with a production environment highlighted

  3. On the environment detail page, select the Content AI Configuration tab.

    Environment detail page with the Content AI Configuration tab highlighted

Step 2 - Create a Content AI Source create-source

A content source defines the website that Content AI crawls and indexes.

  1. On the Content AI Configuration tab, select Create Source.

    Content AI Configuration tab showing the Create Source button

  2. In the Create/Add new Content AI Source dialog, fill in the fields:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2
    Field Description
    Content AI Configuration Name A unique identifier for this source (for example, my-site-index). Cannot be changed after creation.
    Description (Optional) A short description of the content source.
    Website address The root URL of the website to crawl (for example, https://www.example.com/).
    Exclude URLs (Optional) URL patterns to skip during crawling.
    Refresh frequency How often Content AI re-crawls the source: Weekly, Daily, Daily 4×, 60 Min, or 15 Min.

    Create Content AI Source dialog with the name and website address fields filled in and the Create Source button highlighted

    Refresh frequency dropdown showing available options

  3. Select Create Source.

Step 3 - Trigger Acquisition trigger-acquisition

After the source is created, its status is New. Run an initial acquisition to start indexing.

  1. In the source list, select the more actions (…) icon next to your source, then select Trigger acquisition.

    Content AI source list with the more actions menu open and Trigger acquisition highlighted

  2. In the Trigger Acquisition dialog, review the source details - Content source, Last run, and Next scheduled run - and select Trigger.

    Trigger Acquisition confirmation dialog

Step 4 - Monitor Indexing Status monitor-status

After acquisition starts, the source status updates in real time.

Status
Meaning
New
Source created; no acquisition has run yet.
Indexing
Acquisition is in progress; content is being crawled and indexed.
Available
Indexing is complete; the source is ready to serve search queries.

Content Sources list showing Indexing status

Content Sources list showing Available status

Wait for the status to reach Available before searching the index or testing the API.

Step 5 - Search Indexed Content search-content

Once the source status is Available, you can run search queries directly from Cloud Manager to verify that content has been indexed correctly.

  1. In the source list, select Search next to your source.

    Content Sources list with the Search button highlighted on an available source

  2. Enter a query in the search field. Results show a list of matching items with a match score and content type (for example, PAGE or PDF). Selecting a result opens a preview on the right.

    Search panel with a query, matching results with match scores, and a preview pane for the top result

Modify or Delete a Source modify-source

To update a source configuration after it has been created:

  1. In the source list, select the more actions (…) icon next to the source, then select Edit.

    Content Sources list with the more actions menu open and Edit highlighted

  2. In the Modify Content AI Source dialog, update the Description, Website address, Exclude URLs, or Refresh frequency as needed. The Content AI Configuration Name is read-only and cannot be changed.

  3. Select Save to apply the changes, or select Delete in the lower-left of the dialog to remove the source entirely.

    note warning
    WARNING
    Deleting a source is permanent. All indexed content for that source is removed and can no longer serve search queries.

    Modify Content AI Source dialog with the editable fields highlighted and a Delete button in the lower-left

The source list updates to reflect your changes. If you deleted the source, it no longer appears in the list.

Next Steps next-steps

Troubleshooting troubleshooting

  • Source stays in Indexing for an extended period. Retry the acquisition from the (…) menu. If the status does not advance after a second run, verify that the Website address is publicly reachable and that the Exclude URLs patterns do not filter out every page.
  • Source moves back to New after a run. The crawler could not fetch any pages from the configured root URL. Confirm the URL responds with 200 OK and that the site is not blocking automated requests.
  • Search returns no results for an Available source. Indexing succeeded, but no content matched the query. Try a broader query or check that the crawled URLs include the pages you expect.
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