Update KB Files

Updating knowledge base files allows adding new or updating existing files in the agent's knowledge base. This instruction will show how to update knowledge base files.

When Needed

  • You need to add new documents to the agent's knowledge base.
  • You want to update existing files with new information.
  • You need to replace outdated files with new versions.
  • You want to improve information quality in the knowledge base.

What's Important to Know

  • KB Files — documents containing information for agent response formulation.
  • Files can be of various formats (TXT, PDF, DOCX, MD, etc.).
  • Updating files may require re-indexing the knowledge base.
  • Old file versions may be saved to track changes.

Prerequisites

  • You are logged in with integrator rights.
  • You have navigated to the FastLinePro module via Apps -> FastLinePro.
  • There is an agent with a knowledge base in the system.
  • You have new or updated files for upload.

Step-by-Step Instructions

  1. In the FastLinePro module, find the needed agent in the agent list.
  2. Open agent settings and find the "Knowledge Base" or "Knowledge Base" section.
  3. In the knowledge base section, find the "Files" or "Files" section.
  4. To update files:
    • Find the "Update Files" or "Upload Files" button.
    • Click the button — a dialog window for uploading files opens.
  5. In the dialog window:
    • Click "Select Files" or drag files into the upload window.
    • Select files for upload (you can select multiple files at once).
    • Review the list of selected files.
  6. Configure update parameters (if available):
    • Update mode — choose whether to replace existing files or add new ones.
    • Conflict handling — define how to handle files with the same names.
  7. Click the "Upload" or "Update" button — files upload and process.

What Happens After

Files are uploaded and added to the knowledge base. The system may perform file indexing for further agent use. The agent will be able to use new information from updated files.

How to Verify It Worked

  • Check that files appear in the knowledge base file list.
  • Make sure new or updated files are available for use.
  • Check file indexing status (if available).

Other Methods

  • You can delete outdated files before updating.
  • Some systems allow updating files via API for automation.
  • Use file versioning to track changes in the knowledge base.