Uploading Documents

Add documents to your knowledge base

Upload Process

1. Navigate to Knowledge Base

   Click “Knowledge Base” in the sidebar

2. Click Upload Documents

   Start the upload process
3. Choose Collection

   Create new collection or use existing one
4. Upload Files

   Drag and drop PDFs or browse to select files
5. Wait for Processing

   Documents are automatically extracted and indexed

Collection Naming

Use descriptive names:

• product-docs
• customer-support
• faq-database
• policy-documents

Use lowercase with hyphens for consistency.

File Requirements

• Formats: PDF, TXT, DOCX, CSV
• Size: Up to 100MB per file
• Quality: Clear, well-formatted documents work best
• Multiple Files: Upload multiple documents at once

Best Practices

Organize by Topic

Create separate collections for different product lines or topics

Use Clear File Names

Name files descriptively for easy identification

Break Large Documents

Split very large PDFs into smaller, focused documents

Keep Updated

Regularly update documents to ensure current information

Next Steps

Connect to Agents

Link knowledge bases to your agents