Overview
Your agent’s knowledge base is a collection of documents that train it to respond accurately. When a visitor asks a question, the agent searches your uploaded documents for relevant information before generating an answer. The more relevant content you upload, the better your agent’s responses will be.
Documents are optional — your agent works without them — but uploading materials specific to your business or brand significantly improves answer quality.
Before You Start
Free plan: Up to 5 documents per agent.
Pro plan: Unlimited documents.
Maximum file size: 4.5 MB per file.
Supported formats: PDF, TXT, MD, DOC, DOCX, PPTX, HTML, CSS, JSON, JS, TS, Python (.py), Java (.java), C (.c), C++ (.cpp), C# (.cs), PHP (.php), Ruby (.rb), Go (.go), Shell (.sh), and LaTeX (.tex).
How to Upload a Document
You can upload documents during the agent setup wizard or after your agent is created. The upload interface is the same in both places.
Upload a local file
Open the upload area. You will see a dashed drop zone with the label Drag & drop files or Browse.
Either drag a file from your computer onto the drop zone, or select Browse to open your file picker.
Select one or more files. Files that pass validation appear in the file list on the right with a status of ready to upload.
If a file shows an error, check that it is a supported format and is under 4.5 MB.
When you are ready, proceed to the next step. Your files upload automatically.
Import from Google Drive, OneDrive, or Dropbox
Below the drop zone, select Google Drive, OneDrive, or Dropbox.
If this is your first time importing from that service, a connection screen appears. Follow the prompts to authorise access. After connecting, the file picker opens automatically.
Select the files you want to import and confirm your selection.
Selected cloud files appear in the file list alongside any locally uploaded files.
For a detailed walkthrough of the cloud import flow, see Importing Documents from a Cloud Provider.
📸 Screenshot needed: File list showing multiple files queued for upload with their names and statuses
What Happens While a Document Processes
After upload, each document goes through two stages before your agent can use it.
Upload progress
While files are transferring, a dialog shows:
Uploading Documents — a progress bar and a counter such as “Uploading 2 of 5 documents…”
Success! — confirms the files were received.
Upload Failed — if one or more files could not be uploaded. The failed file names are listed. Select Try Again to retry only the failed files, or select Continue Without Documents to skip them.
Processing status
After upload, you can view your documents and their current processing status. Each document shows one of the following labels:
Status | Meaning |
Pending | The document is queued and will begin processing shortly. |
Processing | The document is being analyzed and indexed. |
Ready | The document has been indexed and your agent can use it. |
Failed | The document could not be processed. |
The page refreshes statuses automatically every few seconds. You do not need to reload the page.
How to Remove a Document
How to Remove a Document
In the document list, hover over the document you want to remove.
A delete button appears on the right side of the document row.
Select the delete button.
A confirmation dialog appears: Delete Document — "Are you sure you want to delete this document? This action cannot be undone."
Select Delete Document to confirm, or Cancel to go back.
What Happens Next
Once your documents reach Ready status, your agent begins using them to answer questions. Changes take effect immediately — you do not need to republish or restart anything.
If you add more documents later, they go through the same processing cycle before the agent uses them.
Troubleshooting
File is rejected immediately after selecting it
The file likely exceeds 4.5 MB or is not a supported format. The error message will say either “File exceeds the 4.5MB size limit.” or “Unsupported file type.” Split large files into smaller parts, or convert the file to a supported format such as PDF or DOCX.
"Duplicate file. Already added." error
A file with the same name is already in your upload list. If you want to replace the content, first remove the existing file from the list, then add the updated version.
Document is stuck on Pending or Processing for a long time
Processing time depends on file size and complexity. Large files or files with many images can take several minutes. If a document remains in Processing for more than 15 minutes, try removing it and uploading it again. If the problem continues, check that the file is not password-protected or corrupted.
Agent responses did not improve after uploading documents
Documents must reach Ready status before the agent uses them. If a document shows Failed, the content could not be indexed — remove it and try re-uploading. Also confirm that the documents contain text (not just images or scanned pages without OCR), as image-only content cannot be indexed.