Upload documents
Goal: Add PDF, DOCX, TXT, or HTML files to a knowledge base.
Prerequisites
Section titled “Prerequisites”- A knowledge base — see Create a knowledge base
- Files in a supported format
Step 1 — Open the knowledge base
Section titled “Step 1 — Open the knowledge base”- Go to Knowledge bases in the dashboard.
- Open the knowledge base you want to populate.
- Click Upload or drag files into the upload area.
Step 2 — Set classification (optional)
Section titled “Step 2 — Set classification (optional)”Assign a classification level per file or accept the KB default:
| Level | Use when |
|---|---|
| public | Safe for any visitor-facing assistant |
| internal | Team-only context |
| confidential | Sensitive business data |
| restricted | Highest sensitivity; limit assistant exposure |
Step 3 — Wait for indexing
Section titled “Step 3 — Wait for indexing”| Status | Meaning |
|---|---|
| Processing | Extracting text, chunking, embedding |
| Indexed | Ready for retrieval |
| Failed | Extraction or indexing error — check file format and retry |
Each upload creates a snapshot — an immutable copy of the file at upload time. Replacing a document adds a new snapshot; previous versions remain in history.
Plan limits
Section titled “Plan limits”Uploads count against your plan’s document count and storage quotas. If you hit a limit:
- Remove unused documents, or
- Upgrade on Billing → Plans — see Plans compared
Step 4 — Verify in test chat
Section titled “Step 4 — Verify in test chat”- Attach the knowledge base to an assistant — Attach knowledge bases.
- Open Test chat and ask a question answered in the uploaded file.
- Confirm the reply reflects your content with citations.