Upload and maintain documents

Add files or website content to your Knowledge Base. Use current information your Agent should draw on to answer customer questions, such as opening hours, services or support guides.

Upload a file

Supported formats are PDF (.pdf), text (.txt), XML (.xml), Markdown (.md), HTML (.html) and Word (.docx). The file format is detected automatically.

1. Open the Knowledge Base and choose Add document.
2. Choose Upload file and drag one file into the upload area or click to select it.
3. Check the Document title. An empty field is filled from the filename. For example, Service-handbook.pdf becomes Service-handbook. Edit the title if needed.
4. Click Upload document and wait for processing to finish.

If you select a different file before uploading, an existing title stays in place. Check that it still matches the file.

Use files with readable text. Scanned pages may need text recognition first. Short sections with clear headings help the Agent find information. See Prepare reliable knowledge sources for more guidance.

Import from a website

1. Open Add document and choose Import from URL.
2. Under Homepage URL, enter the address where the import should start. This can be an individual help or service page.
3. Enter a Document title if needed. Leave it empty to have one generated automatically.
4. Use Crawl linked pages to choose whether to include more pages from the same website. With this option off, only the page you entered is processed.
5. Decide whether to enable Use an Agent to summarize content. When enabled, you can specify what the summary should include in Custom prompt.
6. Click Import document and wait for processing.

Choose a starting page that matches the topic. For workshop services at NuvoCar, the workshop page would be a useful starting point. Begin with one page and check the result before including more pages.

Review the imported content. After summarization in particular, check that important conditions, exceptions and contact details are complete and accurate.

Maintain the collection

Update an uploaded file: Upload the new version with a distinct title and check its content. Then remove the old version so the Agent does not receive conflicting information.

Update website content: Choose Sync URL documents in the Knowledge Base. This fetches the saved website sources again using their stored import settings. Check the updated content afterwards.

Remove outdated or duplicate documents and decide who on your team will keep the content current. Before deleting, check that you selected the right document.

Check answers

Connect the Knowledge Base to your Agent and test the following after uploading, importing or updating content:

• A question answered in the document.
• The same question phrased differently.
• An exception or limitation covered in the document.
• A question the collection cannot answer.

Compare the answers with the source. If an expected answer is missing, check the imported content and the Agent's Knowledge Base assignment first. Then use the search settings to improve how relevant sections are found.

Fix upload problems

Problem	Next step
The file format is not supported	Export the document in one of the formats listed in the upload area.
The file content does not match its extension	Export the file again from its original application. Changing the extension alone does not convert the file.
The selected file is empty	Open the file and check that it contains content. Save it again and select it once more.
Multiple files were selected	Upload the files one at a time.
Allowed formats could not be loaded	Click Try again.
The document title already exists	Check whether the document is already present. Give an additional version a distinct title.