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Uploading documents

Document upload

Upload documents that are current, structured, and safe for customer-facing answers. Headings, short sections, and clean language make retrieval more reliable.

Test the uploaded content with direct questions, rephrased questions, edge cases, and unknowns.

Add content to your knowledge base.

Supported File Types

Type Max Size
PDF 10 MB
TXT 5 MB
DOCX 10 MB
HTML 5 MB

Uploading via UI

  1. Select your knowledge base
  2. Click "Upload Documents"
  3. Choose files from your computer
  4. Click "Upload"

Uploading via API

curl -X POST "https://your-instance.com/api/knowledge-bases/{kb-id}/documents" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -F "file=@document.pdf"

Processing

After upload: 1. Documents are parsed and text is extracted 2. Content is chunked into segments 3. Embeddings are created for each chunk 4. Chunks are stored in vector database

Processing typically takes a few seconds per document.

Managing Documents

Action Description
List View all documents in a KB
Delete Remove a document (embeddings are also removed)
Reprocess Re-extract and re-embed a document

Quality Tips

  • Use clean, well-formatted documents
  • Avoid scanned images (use OCR first or provide text)
  • Include structured content (headings, bullet points)