Adding Documents

Documents are the primary way to give your agents product knowledge. Upload your existing documentation, guides, and FAQs so agents can reference them when interacting with users.

Supported formats

• PDF
• Word (.docx)
• Plain text (.txt)
• HTML
• Markdown (.md)

How to add documents

You can add documents by uploading files directly or importing from a URL.

File upload

1. Navigate to the Knowledge page from the sidebar.
2. Click Add Knowledge.
3. Select the Documents tab.
4. Drag and drop files or click to browse and select files from your computer.
5. Click Submit.

URL import

1. Navigate to the Knowledge page from the sidebar.
2. Click Add Knowledge.
3. Select the Documents tab.
4. Paste the URL of the document you want to import.
5. Click Submit.

The document will be fetched, processed, and indexed for agent retrieval.

What happens after upload

Once uploaded, documents are processed and broken into searchable chunks. This allows agents to find and reference the most relevant sections when answering user questions — rather than needing to read entire documents.

Tip

Use structured documents with clear headings, short paragraphs, and descriptive section titles. Well-organized content helps agents retrieve the right information faster and produce more accurate responses.