Knowledge upload formats & size limits Reference

Your agent's knowledge base holds everything it reads on every run — product docs, brand guidelines, price lists, FAQs, and more. Adding the right material keeps its output accurate and on-brand. This article covers the file formats the knowledge base accepts and the size limit for each upload.

Accepted file formats

You can upload documents in the following formats:

• PDF (.pdf)
• Word documents (.docx)
• Plain text (.txt)
• CSV (.csv)
• Markdown (.md)

These formats cover most of what a business already keeps on hand — exported reports, spec sheets, spreadsheets of products or prices, and written guidelines. If your source lives in another format, export or save it as one of the types above before uploading.

Tip: Text-based documents read most reliably. A PDF that is a scanned image of a page contains no selectable text, so your agent may not be able to read its contents. Where possible, use a version with real, selectable text.

Size limit

Each file can be up to 25 MB. This limit applies per file, not to your knowledge base as a whole, so you can add many documents as long as each one stays under the cap.

If a file is too large, you have a few options:

• Split a long document into smaller, focused files (for example, one file per product line or per topic).
• Remove embedded images or attachments that inflate a document's size without adding useful text.
• Export just the relevant pages or sections rather than an entire archive.

How to add knowledge

Open the agent you want to update, then go to its Knowledge tab under Configure. From there you can:

1. Upload files. Select one or more documents in an accepted format, or drag and drop them onto the page.
2. Add a text note. If you only need to give the agent a short piece of information, add a note with a title and body directly — no file required.
3. Ask the builder. On the Build tab, you can ask the AI builder to add knowledge for you in plain English.

After you add material, it becomes part of what the agent reads on every run. You can review what the agent already knows on the same tab and remove anything that is outdated, such as an old price list.

Choosing what to upload

Knowledge works best when it is specific to your business and to the job the agent does. Strong candidates include:

• Product or service documentation the agent should reference
• Brand and style guidelines so its writing stays on-voice
• Price lists, catalogs, or specification sheets
• FAQs and support answers you want it to reuse

If your agent is giving generic answers, it is often missing a key piece of knowledge. Adding the relevant document usually grounds its responses in your specifics right away.

Knowledge vs. files

It is worth knowing the difference between two nearby tabs:

• Knowledge is the reference material the agent reads on every run — the facts you give it, plus things it learns as it works.
• Files holds the agent's own persona and memory, along with the outputs it produces, such as reports and images.

When your goal is to give the agent background it should always have in mind, use Knowledge.