Metadata Fields
Each resource has metadata that can be viewed and edited:Core Metadata
Title
Display name of the resource
Description
Summary of resource contents
Type
File, URL, or Manual Content
Status
Active, Archived, or Deprecated
System Metadata
Created Date
When the resource was added
Updated Date
Last modification timestamp
Resource ID
Unique identifier
Source
Origin (URL, filename, etc.)
Custom Metadata
Tags
Categorization labels
Author
Who created or maintains
Version
Content version number
Custom Fields
User-defined properties
Managing Metadata
View Resource Details
1
Go to Datasource
Navigate to the datasource containing the resource
2
Find Resource
Locate the resource in the list
3
View Details
Click the resource to see metadata panel
4
Review Information
See all associated metadata
Edit Metadata
1
Go to Resource
Find the resource you want to edit
2
Click Edit
Click Edit Metadata or pencil icon
3
Update Fields
Modify title, description, tags, status, etc.
4
Save Changes
Click Save to apply updates
5
Verify
Changes appear immediately
Metadata Fields Explained
Title
The display name for the resource. Best Practices:- Clear and descriptive
- Indicates content topic
- Under 100 characters
- Searchable and meaningful
Description
A summary of what the resource contains. Purpose:- Help understand content at a glance
- Appear in search results
- Guide agent selection
- Document contents
Type
Indicates the resource category:Status
Track the content state:- Active
- Archived
- Deprecated
Content is current and in use
- Default for new resources
- Used by agents
- Searchable
Created & Updated Dates
Created Date:- When resource was added to datasource
- Cannot be changed
- Reference for age of content
- Last time metadata or content changed
- Auto-updated on edits
- Helps identify recent changes
Tags
Categorize and organize resources. Creating Tags:- Enter one or more tags
- Separated by commas
- Case-insensitive
- Can include numbers and hyphens
- Quick filtering and search
- Organize by department
- Mark priority (urgent, important)
- Indicate version or status
- Track content type
Author
Who created or maintains the resource. Information:- Original creator name
- Can be updated for current maintainer
- Useful for knowledge ownership
- Appears in audit logs
Version
Track content versions. Versioning Scheme:- Indicate which version is current
- Track updates over time
- Reference in search results
- Archive old versions
Source
Origin or reference for the resource. Examples:Custom Metadata Fields
Creating Custom Fields
Some PLai plans allow custom metadata:1
Go to Datasource Settings
Navigate to datasource configuration
2
Custom Fields
Find Custom Metadata Fields section
3
Add Field
Click Add Custom Field
4
Define Field
Enter name, type, and options
5
Save
Field available for all resources
Field Types
Example Custom Fields
- E-commerce:
- Product Category (dropdown)
- Price Range (text)
- In Stock (checkbox)
- Last Updated (date)
- HR Documents:
- Department (dropdown)
- Sensitive (checkbox)
- Approval Status (dropdown)
- Reviewed Date (date)
- Support Documentation:
- Priority Level (number 1-5)
- Affected Product (dropdown)
- Verified (checkbox)
- Last Tested (date)
Using Metadata Effectively
Organization Strategy
By Type:Search & Filter
Use metadata to find resources:Quality Management
Track with Metadata:- Version: Know which version is current
- Author: Know who maintains content
- Updated Date: See if content is fresh
- Status: Identify outdated content
- Tags: Mark items needing review
Metadata Best Practices
Consistent Naming
Use consistent titles and tag names
Complete Information
Fill all relevant metadata fields
Regular Updates
Keep metadata current as content changes
Clear Descriptions
Write clear summaries of content
Title Conventions
Tag Conventions
Description Guidelines
Metadata & Agent Search
Impact on Agent Queries
Metadata affects how agents find resources:- Title: Appears in search results
- Description: Provides context
- Tags: Help categorize for filtering
- Status: Active resources prioritized
- Content Quality: Affects relevance ranking
Search Result Example
Auditing & Compliance
Metadata for Audits
Track content for compliance:- Created/Updated Dates: Audit trail
- Author: Responsibility tracking
- Version: Change tracking
- Status: Deprecation timeline
- Custom Fields: Approval status, reviewed by
Example Audit Checklist
Next Steps
- Resource Types - Learn about files, URLs, and content
- Datasource Metadata - Configure datasource properties
- Shared Datasources - Collaborate with your team
- Agent Configuration - Connect datasources to agents