Upload Files to KB

Uploading files to the knowledge base allows adding documents with information that the agent will use for responses. This instruction will show how to upload files to the agent's knowledge base.

When Needed

  • You need to add new documents to the agent's knowledge base.
  • You want to give the agent access to specific information (FAQ, instructions, documentation).
  • You need to fill the knowledge base with initial information.
  • You want to expand the agent's knowledge with new documents.

What's Important to Know

  • Knowledge Base (KB) — collection of documents used by the agent to formulate answers.
  • Files can be of various formats (TXT, PDF, DOCX, MD, HTML, etc.).
  • After upload, files are indexed for quick information search.
  • You can upload individual files or folders with files.

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 or you need to create a knowledge base.
  • You have files for upload (FAQ, instructions, documentation, etc.).

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 "Upload Files" or "Upload Files" button.
  4. 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).
    • Supported formats: TXT, PDF, DOCX, MD, HTML, and others depending on settings.
  6. Review the list of selected files and their names.
  7. Click the "Upload" or "Upload" button — files begin uploading.
  8. Wait for upload and file processing to complete — the system may perform file indexing.

What Happens After

Files are uploaded to the knowledge base and indexed (if needed). The agent will be able to use information from uploaded files to formulate answers to clients.

How to Verify It Worked

  • Check that files appear in the knowledge base file list.
  • Make sure files are successfully processed and indexed.
  • Check file status (if available) to ensure they are ready for use.

Other Methods

  • You can upload files in batches for quick knowledge base population.
  • Some systems allow uploading files via API for automation.
  • Use file organization by categories or tags for better structuring.