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Adding a Knowledge Base

The Knowledge base tab holds the files an agent can draw on as context. An agent has at most one knowledge source, created automatically the first time you upload a file.

Upload files

  1. Open the Knowledge base tab.
  2. Select Upload.
  3. In the Upload files dialog, drag one or more files onto the drop area, or select it to browse for files.
  4. Select the Upload button in the dialog, which shows how many files are queued.

Studio parses and indexes each file — this can take up to a minute for large files.

Check indexing status

A tag next to the knowledge source's name shows its state:

TagMeaning
Not indexedNo files have been indexed yet
IndexedFiles are indexed and searchable, with a chunk count shown alongside
Indexing failedThe last indexing attempt failed

Find and remove files

  1. Use Search files to filter by filename, or File type to filter by content type.
  2. Select Clear filters to reset both.
  3. To remove a file, select its delete icon, then confirm Delete. Removing a file re-indexes the knowledge source without it.

How you know it worked

The uploaded file appears in the table with its size and who uploaded it, and the index status tag updates once indexing finishes.

When it does not work

SymptomCauseWhat to do
The index status tag shows Indexing failedThe last indexing attempt erroredRemove and re-upload the file

Next steps

  • Configuring Memory — let the agent remember things across runs, in addition to the files it can search.
  • Testing an Agent — try the agent in a live conversation once it's published.