Add Document Tool

Using the Document tool, you can upload specific documents for your agents to use. You can also include natural language instructions on how the agent should use these documents. The agent can access the information in the uploaded documents to formulate answers for user queries.

1. Go to AI Agent Studio and open the Resources tab.
2. From the Tools subtab, select Add.
3. From the Tool Type list, select Document.
4. Enter the tool name, description, and select the appropriate family and product. The tool code will be automatically populated based on the tool name.
5. Enable Require Human Approval to ensure that a person reviews and approves any action before the tool runs.
   1. Actions: Select the required action to be done by the reviewer.
   2. Message: Enter instructions for the reviewer.
6. From the Document section, select Add Document.
7. Enter the name and description for the document.
8. Add files to the tool. Drag and drop the files, or select Browse files to select the files.
9. Select Status as Ready to Publish.
10. Select Create.

Selecting the Ready to Publish status initiates the Process Agent Documents scheduled process. After the scheduled process completes, your document status is automatically changed to Published. You can now choose the document tool from the Available Tools section when creating or editing an agent.

For information about creating documents to be uploaded to the Document tool, see Create Documents to Add to Document Tool.

For information about supported file formats, see What file types, limits, and processing capabilities are supported in AI Agent Studio?