Docs

Create and upload

Create a knowledge notebook, add text or files, and prepare it for agents.

Create a knowledge notebook when you want agents to search a specific set of business information. A notebook can contain direct text and uploaded files.

Create a notebook

  1. Open Knowledge

    Go to Knowledge under Data.

  2. Click New Knowledge Notebook

    Click New Knowledge Notebook. Empty workspaces may show Create Knowledge Notebook instead.

  3. Fill the notebook details

    In New Knowledge, enter Knowledge Notebook Name and Description. Select a project if the notebook should belong to one project.

    Name the notebook, describe its purpose, choose a project when needed, then create it.

  4. Create

    Click Create. Automate creates the notebook and opens it.

Add data

Inside a notebook, click Add Data.

OptionUse it when
Enter TextYou want to paste a policy, FAQ, notes, or a short reference section
Upload FileYou have a document file the agent should search

  1. Open Add Data

    In the notebook, click Add Data.

  2. Choose the data type

    Select Enter Text or Upload File.

  3. Add the content

    Paste the text or choose the file. Use clear titles so future builders know what the item contains.

    Add Data lets you paste text directly or upload a file into the notebook.

Wait for processing

Uploaded files may take time before all parts are searchable. If an agent cannot answer from a new file immediately, wait for processing to finish, then test again.

Improve the source material

Knowledge works best when the source is clear:

  • Use descriptive headings.
  • Split very large mixed documents into smaller topic-specific files.
  • Remove obsolete information.
  • Avoid duplicate versions of the same policy.
  • Do not upload secrets or credentials.

Delete a notebook

Use Delete Knowledge Notebook only when no agent still needs the notebook. Deleting a notebook can make existing agents lose context for questions they previously answered.

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