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, click the Create folder button next to the search bar.

1. Give a name to your folder;

2. Click Create.

Uploading a document

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

1. Click the Select files button;

2. Choose the file(s) to add and click Open;

3. Switch on the Overwrite existing files button if you want to replace the existing files with new ones;

4. Click Upload to add the documents.

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

What’s next?

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