Add knowledge from files

Knowledge is the set of documents a Web Agent searches before it answers. Upload the material your users ask about, such as policies, manuals, price lists and FAQs. Knowledge is for questions. To make the agent do something in the app, it needs an action.

Uploaded files are the only knowledge source a Web Agent reads.

Before you begin

• The files are within the limits.
• Your workspace has an embeddings provider. Faustine uses it to index the documents. See Choose an embeddings provider.

Upload files

To add documents:

1. In the portal, go to Web Agents and select your agent.
2. Select the Assistant tab, then Files & links.
3. In the Files row, drop the files on the upload area, or select it and choose them. You can add several at once.

Each file appears in the list with a status.

A document is searchable as soon as it is Ready. Documents are not part of a version, so there is nothing to publish, and every environment of the agent reads the same documents.

How the agent uses documents

Once the agent has one document that is Ready, it searches the knowledge base before it answers a question about rules, policies, procedures or prices, and answers from what it finds. An agent with no documents does not search.

The search returns the passages that match the question, not the whole file, and the agent answers from those.

Remove a file

Select the delete button on the file's row. The agent stops finding the document's content.

To replace a document with a newer copy, delete the old one and upload the new one. Uploading a file whose content is identical to an existing document is refused with Already uploaded.

Limits

Troubleshooting

Next steps

• Turn on web search: let the agent look up what your documents do not cover.
• Write the agent's persona: say how the agent should talk about what it finds.
• Read the logs: see when the agent searched the knowledge base in a conversation.