Document Index Guide

The Document Index shows all the content Forethought has pulled in from your help desk, knowledge base, and other connected sources. This includes articles, macros, and tickets that your AI agent analyzes and uses to deliver fast, accurate support to your customers.

What is Document Index?

Document Index is a centralized space where you can:

• View all documents ingested into Forethought.
• See your documents’ metadata, such as document type, title, status, last edit date, and source ID.
• Understand how much content your AI has access to for answering customer questions.

Forethought currently supports indexing the following document types:

• Articles 
• Macros 
• Tickets

Where to Find It

Go to Settings > Integrations > Document Index tab.

What You Can Do on the Document Index Page

The Document Index page helps you manage and explore all the content Forethought has indexed from your connected sources. Here’s what you can do:

• Search
  Use keywords to find specific documents without having to scroll through the entire list.
• Filter by Document Type
  Quickly switch between articles, macros, and tickets to focus on what matters most.
  
• View Document Status
  Check whether a document is marked as Public (externally visible) or Private (internal only).
  
• Sort by Integration
  See where each document came from (Zendesk, Salesforce, Webscraper, etc.)
  
• View Dates
  Click a document to see when it was created and last updated. This helps you easily track changes and keep your content up to date.