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Automation Cloud admin guide

Last updated Mar 19, 2026

Managing indexes

The Indexes page displays your currently configured indexes and enables you to create new indexes in shared folders that you have permissions to.

For each listed index, you can view its name, data source, description, ingestion status, when it was last synced, and when it was last queried. Use the refresh icon to retrieve the latest information.

For any listed index, select the context menu to:

  • Edit the index, to update the index description. Once you create an index, you cannot change the ingestion technique, but you can specify which data formats to ingest in that specific job.
  • Sync the index with the data source, to ingest the latest data.
  • Monitor the index. This option redirects you to the tenant-level Monitoring Indexes page to view specific index details, such as the number of queries and sync history. For details, refer to Monitoring indexes.
  • Delete the index. This action can break existing processes for indexes used in agents, GenAI activities, or Autopilot.

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