Files
Upload documents your AI agent answers from: PDF, Word (.docx), .txt, .md, .csv or .json.
Where to find it
Sources › Files
Open this screen
Steps
- In the sidebar, open Sources › Files.
- If you have several AI agents, pick the agent in the list at the top right; sources belong to one agent.
- Drop files on Drag & drop files here, or click to select. Each file's result is listed under it.
- Click a file in the list to see what the agent learned, and edit it if needed.
- Use Search files… to find a file, and Re-index after big changes.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Add files | The drop zone. PDF and Word up to 10 MB, other files up to 2 MB. | — |
| Search files… | Finds a file by name or content. | — |
| Re-index | Rebuilds the agent's search over every source. | — |
| Data sources | This agent's sources by type (Files, Website, Text snippets, Q&A, Notion import), the organisation's storage meter, and Re-index agent. | — |
| Delete | Removes a file from the agent's knowledge. | — |
Troubleshooting
"This PDF has no text layer. It looks like a scan or images. Run OCR on it first, or paste the text as a text snippet."
Run OCR on the PDF, or copy its text into Sources › Text snippets.
The list says No AI agents yet.
Files belong to an AI agent. A manager types an Agent name and presses Create agent, or creates one on AI agents › All agents.
Tips
- A PDF must have selectable text; image-only PDFs need OCR first.
- When a banner says live calls do not use this knowledge base yet, what you add is stored and searchable but not read on a call until AI answering is configured for the service.
Good to know
- Storage is shared by every agent in the organisation: up to 3,000,000 characters in all, and up to 200,000 characters per source (a longer one is cut, and the cut is shown).
- Members can read sources; only workspace managers can add, change or delete them.
Related how-tos
- Upload files to an agent's knowledge Add documents so the agent can answer from them.
- Preview and edit what the agent learned Read the text the agent learned from a source and fix or trim it.
- Re-index an agent's knowledge Rebuild the agent's search so it uses the latest content of every source.
- Knowledge sources: fixing common problems Fix the messages the Sources pages can show when adding files, pages and other sources.
- All agents See every AI agent in your organisation, which phone lines each one answers, and open one to change it.
- Delete a source Stop the agent answering from a file, snippet, web page, Q&A or Notion page.