Uploading Documents

Learn how to add documents to your knowledge base.

Upload Methods

Direct Upload

1. Go to Knowledge Base in the sidebar
2. Click Upload Documents
3. Select files from your computer
4. Wait for processing to complete

Drag and Drop

Simply drag files from your computer and drop them into the Knowledge Base area.

Bulk Upload

Upload multiple files at once:

1. Select multiple files in your file picker
2. Or drag and drop multiple files
3. All files will be processed in parallel

Upload Limits

Limits depend on your plan:

Check your current usage in the Billing section.

Processing Pipeline

After upload, documents go through several stages:

1. Extraction

Text is extracted from the document. For PDFs with images, OCR is used to extract text from scanned content.

2. Chunking

Content is split into smaller, searchable segments. This ensures agents can find specific information within large documents.

3. Embedding

AI creates vector representations of each chunk. This enables semantic search—finding relevant content based on meaning, not just keywords.

4. Indexing

Processed content becomes searchable by your agents.

Processing Status

Track document status in the Knowledge Base:

Handling Failures

If a document fails to process:

1. Check the file format is supported
2. Ensure the file isn't corrupted
3. Try uploading again
4. Contact support if issues persist

Tips for Better Results

• Use text-based PDFs when possible (better than scanned images)
• Check document quality before uploading
• Structure content clearly with headings and sections
• Avoid very large files — split into smaller documents if needed