The Knowledge Base is a feature that lets you upload your own documents so they become the source material for the AI agent's answers. When you register things like product catalogs, FAQs, or internal manuals, the agent draws on that content when responding to your customers and members. Upload and organize the documents you want the agent to reference, and it handles the rest.
What Is the Knowledge Base
The Knowledge Base is the storage place for the documents that the AI agent uses as a reference when answering. When you upload a PDF file, the agent automatically reads its contents and answers related questions based on what the document says.
Here is what you can leave to the agent and what you do yourself.
| Role | Details |
|---|---|
| What the agent does | Reads uploaded documents, searches for the relevant passage based on the question, and reflects it in the answer |
| What you do | Upload and organize the documents you want the agent to reference |
In short, your only job is to register the documents you want the agent to read. The agent decides which document to reference and when.
Open the Knowledge Base Screen
You access the Knowledge Base management screen from Automation in the navigation menu.
- Open Automation in the navigation menu
- Click Knowledge Base
- A list of the documents you have already uploaded appears
Upload a Document
You upload the documents you want the agent to reference as PDF files. Once a document is uploaded, the reading process starts automatically, and the agent can reference it as soon as the process finishes.
Upload Steps
- Click Upload File
- The upload screen opens
- Drag and drop a file into the box, or select a PDF from Choose File
- Click Register
You can register several files at once. After registration, they are added to the list and the reading process proceeds automatically.
Upload Limits
The files you can upload have the following limits.
| Item | Limit |
|---|---|
| File format | |
| Maximum file size | 50MB |
You cannot upload files other than PDF, or files larger than 50MB.
Document Processing Status
After a document is uploaded, it is processed automatically until it is ready for the agent to read. You can check the progress of the processing in the status shown in the list.
| Status | Meaning |
|---|---|
| Pending | The upload is complete and the document is waiting for reading to begin |
| Processing | The document is currently being read |
| Completed | Reading has finished and the agent can reference the document |
| Failed | A problem occurred while reading |
The agent can only use documents whose status is Completed in its answers. Processing may take a little time right after uploading.
Check the Document List
On the list screen, you can review the name, size, and last updated date of your registered documents at a glance. As your documents grow, you can quickly find the file you want by searching.
| Item | Details |
|---|---|
| Name | The name of the uploaded file |
| Size | The file's size |
| URL | The link to the document |
| Last updated | The date and time it was last updated |
When you enter a file name in the search box, you can narrow down the list.
Delete a Document
You can delete documents you no longer need from the list. Once deleted, the document is removed from the agent's reference scope.
- Select the document to delete
- When you perform the delete action, a confirmation screen appears
- Click Delete on the confirmation screen
Deletion cannot be undone. Be careful not to delete documents you want the agent to keep referencing.
The Difference Between the Knowledge Base and Tags or Segments
The Knowledge Base is a feature for managing "the documents the agent reads," and it serves a different purpose from the tags and Segments used to narrow down friends. Here is a summary of each role so you don't confuse them.
| Feature | Role |
|---|---|
| Knowledge Base | Register the documents the AI agent uses in its answers |
| Tag | A marker attached to each individual friend. Classifies them by attribute or interest |
| Recipient Segment | Combines conditions to narrow down the friends a broadcast is sent to |
The Knowledge Base is a feature about the content of answers, while tags and Segments are features that decide "who to deliver to."
When Things Don't Go as Expected
When an upload or an answer doesn't go as expected, first check the file format and the processing status.
| Symptom | What to do |
|---|---|
| The upload fails | Check that the file format is PDF and that the size is 50MB or less |
| Processing ends in "Failed" | Check that the PDF is not corrupted, then upload it again |
| The document's content is not reflected in answers | Check that the status is Completed. If it is still processing, please wait until it finishes |
If this still doesn't resolve the issue, please contact support.