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Adding documents

Adding documents

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 folders and documents, create folders, and add documents.

Creating a new folder

To create a new folder:

  1. Click the Create folder button next to the search bar;

  2. Give a name to your folder;

  3. Click Create.

image-20241129-081156.png
image-20241129-081056.png

Uploading a document

You can upload files by clicking the Upload document button next to the Create folder button.

  • Option 1: Drag and drop your file in the given area;

  • Option 2: Click on the link “click to upload”, choose the file(s) to add and click Open;

  • Click Upload to add the documents.

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

The types of documents you can add are the following:

  • Microsoft Office files (.doc, .docx, .xls, .xlsx, .ppt, .pptx,) and OpenDocument files (.odt, .odp, .ods)

  • Images (.png, .jpg, .jpeg, .gif)

  • PDF files (.pdf)

  • Text files (txt, .htm, and .HTML)

  • Other types of files (.csv, .tsv)

Video tutorial: How to add documents

What’s next?

Now that the documents have been added, you can select them when creating an agent.

Find more information about how to create an agent by reading this page: Build your own agent.

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