Upload a Knowledge Document to an AI Agent

Learn how to upload a knowledge document to an AI agent to enhance its ability to provide accurate and relevant answers.

1. On your home page, find the agent you want to add a knowledge document.
2. Hover over the agent, click Actions, and then click Open.
3. Click Edit the Agent.
4. Click Upload new document. Navigate to the PDF or txt file you wish to upload and click Open.
5. Enter a title for the document then click Save.
   Once uploaded, the document will display an indexing status, indicating that the system is processing and preparing the document for use. Wait a few seconds for the indexing process to complete.You can refresh the page or panel to update the document's status. The status will change to Ready once indexing is finished.
6. Once your document is indexed and ready, you can interact with it in the following ways:
   • Edit: Modify the document's title as needed.
   • Replace: Upload a new document to replace the existing one.
   • Download: Retrieve a copy of the uploaded document.
   • Delete: Remove the document from the knowledge base.