Overview
The Manage Documents page lets you upload and organize documents that your AI agents can access and search through. These documents become part of your agent’s knowledge base, enabling more accurate and informed responses.Accessing Manage Documents
Navigate to Docs > Manage to view your document library.Document Library Interface
Card-Based Layout
Documents are displayed in a grid of cards, each showing:- Document preview or thumbnail
- File name
- Upload date
Upload Button
Located in the top-right corner of the page. Click to upload new documents to your library.Uploading Documents
Adding a New Document
- Click the Upload button in the top-right corner
- Select a document file from your computer
- Supported formats include PDF and other common document types
- The document will be added to your library and indexed for search
After Upload
Once uploaded, documents are:- Added to the card grid display
- Indexed for Document Search queries
- Available for AI agents to reference and use
Managing Documents
Document Actions
Click the three-dot menu on any document card to:- Download - Save a copy of the document to your computer
- Delete - Remove the document from your library
Organizing Documents
Documents are displayed in the order they were uploaded, with most recent first. You can filter and search through them to find what you need.Using Documents with AI Agents
Document Search
Documents uploaded here are available for Document Search functionality, allowing you to:- Search document contents
- Retrieve relevant information
- Find specific details across all uploaded documents
Agent Knowledge
Your AI agents can:- Reference uploaded documents
- Search through document content
- Provide answers grounded in your documentation
- Maintain consistency with your official information
Document Formats
The system supports:- PDF - Portable document format with text and formatting
- Other formats - Additional document types depending on system configuration
Best Practices
- Keep documents updated - Remove outdated versions and upload new ones
- Use clear names - Name documents descriptively for easy identification
- Organize by topic - Group related documents together logically
- Regular review - Periodically check your library for unused or outdated files