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How to Add Knowledge Sources for the AI Agent

Updated over 6 months ago

Text Files

  1. Selecting a Text File

    • When "Text File" is chosen, a pop-up window will appear, allowing users to either browse their file system or drag and drop the files.

  2. Uploading Files

    • Once files are selected, click the "Upload" button to add them to the list of knowledge sources.

  3. File Processing

    • Uploaded text files are immediately set to the "Scanning" status. No further actions will move them to a "Processed" status.

  4. Downloading Files

    • Click "Download" to retrieve the file in its original format.

  5. Deleting Files

    • Users can delete a file by selecting the "Delete" option. A confirmation prompt will notify the user that the action is irreversible.

    • Once confirmed, the file will be removed from the list, and a confirmation message will appear in the top-right corner of the screen.


Swagger Files

What is Swagger?

Swagger is a tool used to describe and document RESTful APIs. It provides specifications and tools such as Swagger-UI to display APIs, Swagger-Codegen to generate clients in various languages, and additional tools for testing and other purposes. Think of Swagger as a roadmap for your APIs, simplifying integration with other systems such as booking or banking platforms.

  1. Selecting a Swagger File

    • When "Swagger" is chosen, a pop-up window will appear, allowing users to either browse their file system or drag and drop a file.

  2. Supported File Types

    • The system supports JSON and YAML file formats.

  3. Uploading Swagger Files

    • Click the "Upload" button to add the file to the list of knowledge sources.

  4. File Processing

    • Swagger files are immediately set to the "Processing" status, with no option to move them to "Processed."

  5. Viewing API Endpoints

    • Click "View Endpoints" to display a list of endpoints in the Swagger file in a pop-up window.


Viewing API Endpoints

  1. Endpoint Details

    • The pop-up window will list all endpoints in the Swagger file.

    • The total number of endpoints is displayed in the bottom-left corner of the pop-up.

  2. Searching for Endpoints

    • Use the search bar to find a specific endpoint by name.

    • Click the search icon or press "Enter" to execute the search.

    • The endpoint count in the bottom-left corner will update to reflect the number of search results.

  3. Loading Endpoints

    • It may take a few seconds for the endpoints to load into the pop-up window.


These steps allow for seamless integration and setup of knowledge sources, enabling the AI Agent to provide accurate and informed responses to customer interactions.

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