Managing Knowledge Base Documents

This guide explains how to upload and manage documents that your agents can use as a knowledge base when the "Search Documents" tool is enabled.

Why Use Knowledge Base Documents?

Documents you upload here are searched automatically when a worker asks a question during a guided task — so answers come from your company's actual manuals, work instructions, and codes instead of generic information from the public web.

The same library is also available to agents that have the "Search Documents" tool enabled, so back-office automations can draw on the same source of truth as front-line workers.

Accessing the Document Manager

  1. Navigate to Workflow Configuration: Open the Agent Workflow you want to modify.
  2. Select an Agent: Expand the configuration panel for the specific agent you want to provide documents to.
  3. Enable Document Search Tool: Ensure the "Search Documents" checkbox under the "Tools" section is checked for that agent.
  4. Open the Media Manager: Once the tool is enabled, a "Documents" section appears. Click the attach button (paperclip icon) to open the Media Manager modal.

Uploading New Documents

  1. Go to the "Upload" Tab: Inside the Media Manager modal, select the "Upload" tab.
  2. Choose Files: You can either:
    • Drag and Drop: Drag files from your computer onto the designated dropzone area.
    • Click to Browse: Click inside the dropzone area to open your system's file browser and select the files you want to upload.
  3. Allowed File Types: You can upload common document formats like .pdf, .docx, .txt, .csv, .rtf, .pptx, etc.
  4. Size Limit: Ensure individual files do not exceed the maximum allowed size (e.g., 25MB - check the interface for the current limit).
  5. (Optional) Specify Subfolder: Before uploading, you can enter a name in the "Subfolder (Optional)" field. This helps organize your documents within the system, especially if you have many files.
  6. Click Upload: Once files are selected (and optionally a subfolder is named), click the "Upload" button.
  7. Monitor Progress: You will see progress bars for each file being uploaded.

Managing and Assigning Documents

  1. Go to the "Manage" Tab: After uploading or to manage existing files, select the "Manage" tab.
  2. (Optional) Filter by Subfolder: Use the dropdown menu at the top to view documents within a specific subfolder or view all documents (select /). Click the refresh button
  3. Assign Documents to Agent: The table lists all uploaded documents. To make a document available to the currently selected agent (the one whose panel you opened the Media Manager from), check the checkbox next to the desired file(s).
  4. Unassign Documents: Uncheck the checkbox to remove access to that document for the current agent.
  5. Close the Manager: Click the 'X' button or outside the modal to close the Media Manager.

Confirmation

After closing the Media Manager, you should see the filenames of the assigned documents listed under the "Documents" section for that specific agent within the main workflow configuration page.

Remember to save the overall workflow configuration using the Save button after assigning documents to persist the changes.

For camera-based visual identification using your image library, see Camera Input & Identification.