Upload files as a knowledge source

You can upload your own documents for use as a knowledge source at the agent level, which your agent then uses to generate answers with generative AI.

Note

When you upload documents using this method, the documents are available to your agent across all levels. However, you can upload documents in generative answers nodes. This other option allows you more control to specify individual generative answers nodes that shouldn't use uploaded documents.

When an agent user asks a question, and the agent doesn't have a defined topic to use, the agent generates an answer from your uploaded documents. The agent uses generative AI to answer the user's question and provides an answer in a conversational style.

Uploaded documents are stored securely in Dataverse. The number of documents you can upload is limited by the available file storage for your Dataverse environment.

Important

If the Dataverse (preview) or Upload files options of the Add knowledge dialog are turned off, contact your environment's administrator to ensure that Dataverse search is turned on or set to Default. The ability to use uploaded files and Dataverse tables requires that Dataverse search is either turned on or set to Default. For more information about how Dataverse search works, see Frequently asked questions about Dataverse search.

To upload files as a knowledge source, perform the following steps:

1. Open the agent.

2. Select Add knowledge from either the Overview or Knowledge pages, or the Properties of a generative answers node.

3. Upload the file by either drag and drop, or browsing to the file location.

4. Add a name. By default, the file's name is used.

5. Add a description. The description should be detailed, especially if generative AI is enabled, because it helps generative orchestration.

6. Select Add to finish adding the knowledge source.

Supported document types

• Word (doc, docx)
• Excel (xls, xlsx)
• PowerPoint (ppt, pptx)
• PDF (pdf)
• Text (.txt, .md, .log)
• HTML (html, htm)
• CSV (csv)
• XML (xml)
• OpenDocument (odt, ods, odp)
• EPUB (epub)
• Rich Text Format (rtf)
• Apple iWork (pages, key, numbers)
• JSON (json)
• YAML (yml, yaml)
• LaTeX (tex)

Note

Files with encryption, such as sensitivity labels or password protection, aren't supported.

Annotated image support (preview)

Annotated images embedded in PDF files are also supported. Annotation, also referred to as alt-text, is a textual description of the image. For best results, provide detailed information about the embedded image in the alt-text.

Users can ask questions and receive answers from the information contained in the annotated images. For example, the following image that was embedded in a PDF file provides information about a sales funnel and sales pipeline stages. Users of the agent containing this embedded image as a knowledge source can ask questions such as, "What are the stages in a sales funnel?" The agent can then return an answer based on the information in the annotated image.

Important

• Annotated images in PDF files are only supported in newly uploaded files. If you had previously uploaded an annotated PDF file, you need to delete the existing file, and upload the file again.

• Image, video, executables, and audio files can't be used as uploaded documents.

• Images are only supported when they're embedded in PDF files.

• Embedded images are only supported in Switzerland and the United States.

• Icons aren't supported.

• Files larger than 512 MB aren't supported.

• Files with encryption, such as sensitivity labels or password protection, aren't supported.

• An agent can include up to 500 files as knowledge.