Uploading documents to a knowledge base

Supported formats

• PDF (including scans, via OCR)
• DOCX, RTF
• Markdown, HTML, plain text
• Excel spreadsheets (XLSX) — converted to Markdown automatically
• Website links — refreshed automatically once a week

Uploading

1. Open Knowledge bases → Create
2. Give the base a name (for example, “Company policies”)
3. Drag in the files or paste the links
4. Wait one to three minutes — the system splits the documents into chunks and indexes them
5. Once indexed, the base is ready to be connected to agents

Limits by plan