Upload documents to give your AI agent access to your product documentation, guides, FAQs, and other reference materials.
| Format | Extensions | Notes |
|---|
| PDF | .pdf | Best for manuals and formatted docs |
| Word | .docx | Microsoft Word documents |
| Text | .txt | Plain text files |
| Markdown | .md | Documentation and READMEs |
| Excel | .xlsx, .xls | Spreadsheets with tabular data |
| CSV | .csv | Comma-separated data files |
Uploading Files
Drag and Drop
Simply drag files from your computer and drop them into the upload area.
Click to Browse
Click the upload area to open a file browser and select files.
Multiple Files
You can upload multiple files at once. Each file is processed independently.
Visual Processing
When uploading PDFs, you can enable Visual Processing by checking the box before upload.
What Visual Processing Does
- Extracts text from images within PDFs
- Reads charts and tables more accurately
- Understands document layouts better
When to Use It
Enable visual processing when your documents contain:
- Screenshots or diagrams
- Complex tables
- Scanned documents
- Charts and graphs
Visual processing takes longer than standard text extraction. Only enable it when your documents contain visual elements.
Upload Progress
After uploading, you’ll see a progress card showing:
| Status | Meaning |
|---|
| Queued | File is waiting to be processed |
| Processing | File is being read and indexed |
| Complete | File is ready and searchable |
| Failed | An error occurred (check the error message) |
Managing Documents
View Documents
The document list shows all uploaded files with their document IDs and filenames.
Delete Documents
Click the delete button next to any document to remove it from your knowledge base. This action cannot be undone.
Best Practices
File Size
- Small to medium files (under 50MB) process fastest
- Very large files may take several minutes
Content Quality
- Ensure documents contain searchable text (not scanned images without OCR)
- Well-structured documents with clear headings work best
- Remove unnecessary pages (cover pages, blank pages) before upload
Organization
- Use descriptive filenames so you can identify documents later
- Upload related content together for easier management
Troubleshooting
File Won’t Upload
- Check that the file format is supported
- Ensure the file isn’t corrupted
- Try a different browser if issues persist
Processing Failed
- The file may be password-protected (remove protection and re-upload)
- The file may be corrupted (try re-creating or re-exporting)
- Very large files may timeout (try splitting into smaller files)
Agent Can’t Find Content
- Wait for processing to complete (check status)
- Test specific questions in the Sandbox
- Ensure the content is in a searchable format
Need Help?
