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.

Open

Open

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.

Video tutorial: How to add documents

What’s next?

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