Uploading Documents

There are three ways to add content to a base: paste a text block, upload a file, or import many items at once via CSV. All three create items that are processed (chunked and indexed) automatically in the background.

Add a single item (text or file)

On the base screen, click + Add Item. You land on a screen with two tabs: Text Block (default) and File.

Text Block

Best for FAQs, short policies, and text blocks you want direct control over.

1. Fill in the Item Name (shown as the item title in the list).
2. Paste or type the Content.
3. Click Add Item.

The item enters with status Pending and is processed next.

File

Use this for finished documents. Accepted formats: PDF, TXT, CSV, JSON, and Markdown, up to 10 MB per file.

1. Fill in the Item Name.
2. Drag the file onto the dashed area or click Choose file.
3. Click Send File.

Content is extracted automatically — you only need to wait for processing to finish. Items coming from a file are not editable in the UI; to change the content, delete it and upload again.

Bulk import (CSV)

To populate a base quickly, use Import CSV at the top of the base screen. The modal explains the expected format:

• column separator: semicolon (;);
• columns: title;content;
• double quotes for content with line breaks.

The modal has a Download Example Spreadsheet button that generates a ready-to-edit CSV. After picking the file, the modal shows a preview of the first 3 detected items before you confirm.

Before uploading

Clean content improves retrieval and reduces contradictory answers. Worth reviewing:

• remove irrelevant pages;
• prefer clear and up-to-date text;
• split very different topics into different files;
• avoid duplicating the same content across multiple bases.

Best practices

• Descriptive titles. The agent does not use the title in search, but you do when you need to find an item to edit.
• Break very large files by topic. Very long text becomes many chunks and fragments context.
• Update or remove old content. A repealed policy becomes a source of error.
• Test real questions after every important import.

When the agent does not find the information

1. Confirm the base is connected to the agent in Tools → Search Knowledge Base.
2. Check that the item has status Processed (see Organizing Base Items).
3. Rewrite confusing or generic excerpts.
4. Watch the AutoLearn tab — questions the agent failed to answer show up there with answer suggestions.