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Knowledge lets your AI Agents read and reference real business documents — instead of relying solely on what the underlying language model learned during training. When you upload a file, the Agent can search its contents during a conversation and return answers that are grounded in your actual business data. You can attach multiple documents to the same Agent, making it possible to combine a product catalogue, an FAQ sheet, and a policy document all in one place.

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Steps to Add Documents to Knowledge

1

Open Knowledge

Go to Knowledge from the main navigation menu.
2

Upload a file

Click Upload file and select a document from your computer. The file will be processed and added to your Knowledge library.
3

Manage your library

The Knowledge screen displays all uploaded documents, including each file’s name, format, size, and upload date. You can search, rename, or delete documents from this list at any time.
4

Link the file to an AI Agent

Open the AI Agent you want to update. In the Agent’s knowledge settings, select one or more uploaded documents to attach as reference sources for that Agent.
You can attach different sets of documents to different Agents. For example, your sales Agent can reference a product catalogue while your support Agent references a troubleshooting guide.

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Supported File Formats

You can upload files in any of the following formats:

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File Size Limits

The maximum upload size is approximately 25 MB per file, depending on the underlying AI platform you are using (such as OpenAI). If you need to work with files larger than this limit, contact the integration support team for guidance.

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Managing Your Knowledge Library

The Knowledge list view gives you a central place to stay on top of all your uploaded content:
  • Search — use the search bar to quickly find a specific document by name.
  • Review metadata — check the file format, size, and creation date at a glance to confirm the right version is uploaded.
  • Delete — remove outdated files so your Agents always reference current information.
Deleting a document from the Knowledge library will remove it from all Agents that reference it. Make sure you upload a replacement file before deleting, or update the affected Agents to use a different source.