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Navigate to Admin &gt; Lattice AI &gt; AI Agent &gt; Knowledge Vault.

Under Company Sources &gt; search for the source.

Next to the source, select the ellipsis (...) &gt; View Source.

1. Navigate to Admin &gt; Lattice AI &gt; AI Agent &gt; Knowledge Vault.
2. Under Company Sources &gt; search for the source.
3. Next to the source, select the ellipsis (...) &gt; View Source.

Navigate to Admin &gt; Lattice AI &gt; AI Agent &gt; Knowledge Vault.

Next to the source, select the ellipsis (...) &gt; Delete Source.

1. Navigate to Admin &gt; Lattice AI &gt; AI Agent &gt; Knowledge Vault.
2. Under Company Sources &gt; search for the source.
3. Next to the source, select the ellipsis (...) &gt; Delete Source.

View and Delete Lattice AI Agent Sources

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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