Building a knowledge base
Upload documents so your agent answers from your real content.
The knowledge base is how your agent answers from your content — prices, policies, FAQs, catalogues — instead of guessing. When a customer asks something, the agent searches your documents and grounds its reply in what it finds.
Supported files
- PDF — brochures, menus, contracts.
- DOCX — policy documents, FAQs.
- XLSX / CSV — price lists, product tables.
- Markdown / TXT — notes, snippets.
How it works
- Drag and drop a file in the Knowledge step or the editor's Knowledge tab.
- The file is uploaded and queued for processing.
- It moves through statuses: pending → processing → ready. Large PDFs take longer.
- Once ready, the agent can search it immediately.
Tips for good answers
- Keep one topic per document where you can — it improves retrieval.
- Prefer text-based PDFs over scanned images (scans have no extractable text).
- Re-upload an updated file when prices change; remove anything out of date.
- Test in the sandbox after indexing to confirm the agent uses the new content.
If a document is stuck on processing or failed, see Troubleshooting.