File Upload

The File Upload tab allows you to upload documents that your AI agent can later embed and use as part of its knowledge base. Supported formats include PDF, DOCX, TXT, CSV, Excel and more.

1. Open the File Upload tab

Click Add Files to begin the upload process.

2. Select or drag files

A file selection panel will appear. You can:

• Click the upload area to choose files, or

• Drag and drop files directly into the dotted upload box.

Multiple files can be added at once.

3. Review files before uploading

After selecting files, they appear in the Ready to Upload list.

From here you can:

• Remove a single file using the ✕ button

• Clear all files

• Add more files by repeating the upload action (click the upload area again, or drag additional files into the dotted box)

Once ready, click Upload Files (n files) to upload the selected documents.

4. Uploaded Files

After the upload is complete, your documents will appear in the Uploaded Files list.

From here you can:

• Preview the extracted text using the eye icon

• Delete a file using the bin icon

• Continue adding more files You can add additional documents at any time by clicking Add Files, or by repeating the upload action (click the upload area or drag more files into the dotted box).

All newly uploaded files will appear in the list as Not Embedded until processed in the Embed Data tab.

5. Final Step — Embed the Files

Uploading alone does not make the content available to your agent.

To complete the process:

1. Navigate to the Embed Data tab

2. Click Embed to process the files

Once embedded, the content becomes part of your agent's RAG knowledge base.