Overview
References and sources in Pulze provide transparency into the data and information used by AI assistants in their responses. See exactly which documents, files, and data sources were consulted to generate each answer.Viewing Sources
Source Display
When an assistant uses data sources, you’ll see:- Source Icon - Visual indicator that sources were used
- Source Count - Number of sources referenced
- Source Preview - Quick glimpse of source content
- Full Source Details - Complete source information
Per-Message Sources
Sources are displayed:- Attached to specific assistant responses
- Expandable for detailed view
- Clickable to view source content
- Grouped by type (documents, custom data, web sources)
Source Types
Documents
References to documents in your spaces:- Document title
- Relevant excerpt
- Location within document
- Last modified date
Custom Data
Files and data uploaded to Pulze:- File name
- Relevant section
- Upload date
- File type
Web Sources
External web pages:- Page title
- URL
- Excerpt used
- Access date
Datasets
Evaluation and test datasets:- Dataset name
- Specific data points
- Entry details
Source Details
Viewing Full Content
Click on any source to see:- Complete source text
- Context around the referenced section
- Source metadata
- Related sources
Source Preview
Hover over sources for quick preview:- Excerpt of relevant content
- Source type
- Relevance score (if available)
Source Attribution
Why Sources Matter
Source tracking provides:- Transparency - See where information comes from
- Verification - Validate assistant responses
- Traceability - Track data lineage
- Compliance - Meet regulatory requirements
- Trust - Build confidence in AI responses
Citation Format
Sources are cited with:- Source identifier
- Reference number
- Link to original content
- Context information
Source Relevance
Relevance Scoring
Sources may display relevance indicators:- How closely source matches the query
- Confidence in source selection
- Quality of source content
- Recency of information
Primary vs. Secondary Sources
Distinguish between:- Primary Sources - Directly referenced in response
- Secondary Sources - Consulted but not directly quoted
- Background Sources - General context
Managing Sources
Excluding Sources
Control which sources are used:- Exclude specific sources from search
- Prioritize certain data types
- Configure source preferences
- Manage data associations
Source Access
Ensure sources are accessible:- Verify file permissions
- Check data associations
- Confirm source availability
- Review access controls
Source Search
Finding Specific Sources
Search for sources by:- File name
- Content keywords
- Date range
- Source type
- Space association
Source Filtering
Filter displayed sources:- By type (document, custom data, web)
- By relevance
- By date
- By space
Integration with Data
Linked to Data Section
Sources connect to:- Data management interface
- Document repository
- Custom data uploads
- Dataset collections
Data Updates
When source data changes:- Assistant has access to latest version
- Previous conversation sources preserved
- Transparency in version used
Privacy and Security
Source Access Control
Source visibility respects:- Space permissions
- Member access levels
- Data classification
- Privacy settings
Sensitive Information
Be aware of:- What data sources contain
- Who can see referenced sources
- Compliance requirements
- Data governance policies
Source Quality
Evaluating Sources
Consider source quality:- Accuracy of information
- Recency of data
- Relevance to query
- Authority of source
Improving Source Quality
Enhance source quality by:- Keeping data updated
- Removing outdated sources
- Adding authoritative sources
- Organizing data effectively
Best Practices
Verify Important Information: Always check sources for critical decisions or sensitive information.
Keep Data Current: Regularly update your data sources to ensure assistant has latest information.
Review Source Usage: Periodically check which sources are being referenced to ensure appropriateness.
Organize Sources: Use clear naming and organization for data sources to improve discoverability.
Source Analytics
Usage Tracking
Monitor which sources are:- Most frequently referenced
- Providing best results
- Underutilized
- Causing issues
Insights
Gain insights from source usage:- Popular information needs
- Knowledge gaps
- Content effectiveness
- Assistant behavior patterns
Troubleshooting
Sources Not Appearing
If sources aren’t shown:- Verify assistant has access to data
- Check space data associations
- Confirm files are properly indexed
- Review assistant configuration
Irrelevant Sources
If wrong sources are used:- Review data organization
- Improve file naming and metadata
- Use labels to categorize data
- Adjust assistant instructions
Source Access Errors
If sources can’t be accessed:- Check file permissions
- Verify data still exists
- Confirm space associations
- Review member access rights
Citation Export
Exporting References
Export source citations:- Include in conversation export
- Generate reference list
- Create bibliography
- Document sources used
Formats
Export in various formats:- Plain text
- Markdown
- Citation styles (APA, MLA, etc.)
- Custom formats
Compliance and Audit
Audit Trail
Source tracking provides:- Record of information used
- Timestamp of access
- Member who initiated query
- Complete traceability
Regulatory Compliance
Meet requirements for:- Data lineage
- Information governance
- Audit requirements
- Transparency mandates
Advanced Features
Source Ranking
Configure how sources are prioritized:- By relevance
- By recency
- By authority
- Custom ranking criteria
Source Filtering
Set up filters to:- Include/exclude sources
- Prioritize certain types
- Limit by date range
- Constrain by space
Smart Source Selection
Assistant intelligently selects sources based on:- Query context
- Historical usage
- Source quality
- Relevance scores