Files

Overview

The Files connector gives your Agents a private knowledge base. Upload product manuals, FAQs, price lists, or policy documents, and your agent can answer customer questions using only the information in those files.

There's nothing to authenticate — just upload your files.

Supported file types

PDF, Word (.docx), PowerPoint (.pptx), Excel (.xlsx), HTML, Markdown, and plain text.

Connect Files

1. Go to Connectors in the side menu.
2. Click Add, then choose Files.
3. Upload one or more files.
4. Click Save Connector.

After uploading

Your files are processed in the background — this usually takes a few seconds to a couple of minutes, depending on file size. Check back on the connector page to see when it's ready. Re-uploading the same file won't process it twice.

Your agent can only use the files once processing finishes.

Next steps

With your files connected, recruit an Agent to answer questions from them, or add it as a knowledge source in a template like Customer Support.