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Using Files as a source lets you quickly add large, detailed files to your AI Agent’s knowledge without copying content manually. When you upload a file, the system scans the text and integrates the information directly into your AI Agent. This helps your Agent answer questions more accurately and reduces the effort needed to maintain your knowledge base.
Files is available in all plans. Limits differ per plan, for more information, check our Pricing page.

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Adding Files as a Source

1

Open your AI Agent

Go to Agents in the main menu and select the relevant AI Agent.
Files Menu
2

Navigate to Files

Files Settings
3

Upload a file

Upload a .docx, .txt or .pdf file by dragging the document into the box.
If you reach the size limit of your Agent, you’ll need to remove sources to syncronize.
4

Synchronize Agent

Click Syncronize agent on the right hand side to add the information of your document to your Agent.
Files Synchronize

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Adding a file

You can upload any .docx, .txt, or .pdf file you want your AI Agent to learn from. Once uploaded, the system immediately starts scanning the file and extracting its content. Supported details:
  • Maximum file size: 20 MB per file
During scanning, you’ll see:
  • The scanning status
  • The last scanned date
Larger files may take more time to complete.

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Managing your files

Each uploaded file includes options for easy management:
  • Edit — Replace the file with an updated version
  • Download — Retrieve the stored file
  • Delete — Remove the file and all scanned knowledge
Files Options
Deleting a file permanently removes all knowledge the AI Agent learned from that file. The Agent will no longer use information from it.

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Testing the AI Agent with file knowledge

After your Agent finishes syncronizing, open the Playground to confirm how your AI Agent uses the content. Try asking questions directly related to the file to check:
  • Whether the Agent uses the correct information
  • Whether the sources list shows your file
  • Whether the answers match your expectations
If information inside the file conflicts with your Instructions or Personality, the AI Agent will always prioritize your written instructions over scanned content. This ensures consistency, tone, and accuracy based on your settings.