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ContentOverview

Content

Content is where you manage all the documents that your AI agents use to answer questions. Upload documents, organize them into folders, add tags, and control which agents can access which content.

How It Works

  1. Add Content — Upload documents, import from cloud storage, or crawl websites
  2. Process — Documents are automatically processed and indexed
  3. Search — Agents search relevant content when answering questions
  4. Respond — Answers are generated based on your actual content

Getting There

Navigate to Content in the sidebar menu. This is your central hub for document management.

What You See

Upload Area

At the top of the page:

  • Cloud Storage Icons — Click Google Drive, Dropbox, OneDrive, or Box to import files directly
  • Drop Zone — Drag and drop files or click to browse local files
  • Website Tab — Switch to the Website tab to crawl and import public website content

Document Browser

Below the upload area, a table displays all your documents:

ColumnDescription
NameDocument filename with type icon and source indicator
TagsLabels assigned to the document
StatusProcessing state (see Document Status below)
SizeFile size in MB
TypeFile extension (PDF, DOCX, etc.)
UploadedDate and time of upload
ActionsMenu for document operations

Toolbar

  • Search — Find documents by name
  • Tag Filter — Show only documents with specific tags
  • Refresh — Update the document list
  • New Folder — Create a folder for organization
  • Fullscreen — Expand the browser for more space

Document Status

StatusMeaning
UploadedDocument has been uploaded to the system
ValidatingDocument is being validated
StoredDocument has been stored and is awaiting processing
ProcessingDocument is being analyzed and indexed
ReadyDocument is processed and available for your agents
FailedProcessing encountered an error (can be retried)

Working with Documents

View a Document

Click any document row to open the document viewer, which displays the content and metadata.

Document Actions

Hover over a document to see quick action buttons:

  • Tag — Add or remove tags
  • Premium Processing — Upgrade processing quality (if eligible)
  • Retry — Reprocess failed documents
  • Chat — Have a conversation about this specific document

From the Actions menu (…):

  • Move to Folder — Relocate the document
  • Reprocess — Retry processing for failed documents
  • Delete — Remove the document permanently

In This Section

Best Practices

  • Keep content current — Regularly update documents to maintain accuracy
  • Organize with folders — Group related documents for easier management
  • Use tags for cross-cutting themes — Tags help find documents across folders
  • Quality matters — Well-structured documents produce better AI responses
  • Remove duplicates — Avoid uploading the same content multiple times
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