Skip to main content

​
Upload

1

Open Knowledge

Resource settings → Knowledge.
2

Click Upload

In the Documents section header. You can select several files at once.
3

Wait for indexing

The status column updates live and the table refreshes itself while processing.
Once a document reads Indexed, the agent can use it.

​
What you can upload

Maximum 100 MB per file, and PDFs up to 500 pages.

​
Statuses

​
Categories are automatic

Every document is classified for you. You do not pick, and you cannot override it, which keeps classification consistent.

​
Managing documents

  • Delete — the more actions menu (three dots) on the row. Removed immediately, and the agent stops using it.
  • Re-index — same menu, but only appears on Failed documents.

​
When a document fails

Usually one of three causes:
  1. A scanned PDF with no text layer. The most common one. Images of text cannot be parsed. Re-save with OCR, or retype the content.
  2. Password-protected. Remove the protection and re-upload.
  3. Corrupted. Confirm it opens on your own machine.
Try Re-index first. If it fails again, look at the three causes above rather than re-uploading the same file repeatedly.

​
How many is too many

There is no fixed document limit. But each reply draws on a limited amount of context, so the agent selects only the most relevant sections per question.
A few well-organised documents beat many overlapping ones. Two documents that disagree about your return policy give the agent no way to pick the right answer.