Your agents can leverage your documents to retrieve specific information related to a user’s query and generate a relevant answer. To enable this functionality, you need to add your documents to a data source.

Data sources containing documents (files and folders) are managed in Build > Data sources > Documents. This page allows you to view your data sources, search for a specific one via the search bar, and modify and delete a data source.

Documents can be managed individually or in specific folders. As such, you can either create a folder and add your external files or files that have already been uploaded or you can directly upload a folder or document.

Creating a new folder

To create a new folder, click the Create folder button next to the search bar.

1. Give a name to your folder;

2. Next, you have two options:

   1. Upload new files or folders by dragging and dropping them in the required area.

   2. Add existing files or folders to this new folder. In this case, you will be able to choose files or folders that have already been uploaded to the platform and used in other data sources. Select the ones you want to add and click Create.

Uploading a document

You can upload files and folders by clicking the Upload documents button next to the Create folder button.

1. Give a name to your file or folder;

2. Next, drag and drop your file or folder in the required area.

3. Click Create to create the new data source.

Once your documents are uploaded and ready, you can add them to your agents.

What’s next?

Now that the data source has been created, you can select it when creating an agent.