Create a knowledge base

This walkthrough builds one knowledge base, FAQ knowledge base, and loads it with two files in a single trip through the create drawer: open it, name the knowledge base, add the files, and submit. What follows also covers the four things that actually stop this from going through: a knowledge base name already in use, an oversized file, two files with the same name in one upload, and a file the platform can’t read.

Open the create drawer

Click Knowledge base in the sidebar, then click Create Knowledge Base on the list screen. A drawer titled Create knowledge base opens with two tabs, Upload and Import from SDK. Stay on Upload for this walkthrough; the SDK tab is covered in Manage with the SDK.

Name it

Type FAQ knowledge base into Name. Leave it blank and the knowledge base still gets created, just under an auto-generated name like Knowledge Base - N, so it’s worth typing one you’ll recognize later.

A name already used elsewhere in your organization is refused: the platform checks this before anything is saved and rejects the whole submission if it collides, rather than renaming it for you.

Add the files

Drag FAQ.docx and Future AGI Customer FAQ.docx into the dropzone that reads “Choose a file or drag & drop it here”, or click Browse files and pick both. Each file has to be 5 MB or under, in PDF, DOCX, RTF, or TXT. Uploads also count toward 1 GB of total storage.

A few things can keep a file, or the whole submission, from going through:

• A file over 5 MB opens a dialog titled “Large files must be shared with SDK” instead of adding it, with “Cancel” and “Ok,got it” buttons; “Ok,got it” switches the drawer to the Import from SDK tab
• Two files with the same name in one upload are refused before anything is saved, so a second FAQ.docx in the same batch won’t quietly overwrite the first
• A password-protected or corrupted file, or one with no extractable text (an image-only PDF, a blank DOCX, an empty or non-UTF-8 TXT, an RTF that yields no text) is rejected with its own message explaining why that specific file failed

Once both are added the drawer reads “Files uploaded: 2/2”. A number below the total means one of the staged files is in error.

Create stays greyed out until the first file lands in the dropzone

Submit

Click Create. You’re taken straight to the new knowledge base’s own page, where the files are still being processed.

Create stays disabled until at least one file has been added, and again while any staged file is showing an error; remove that file and the button re-enables. If you close the drawer after typing a name or adding files, it asks “Are you sure you want to close? Your work will be lost” with a Confirm button, since nothing is saved until you submit.

Watch it process

The knowledge base’s page shows “Processing New Files” with “You’ve added 2 file(s). We’re updating the knowledge base to reflect the new data.” while FAQ.docx and Future AGI Customer FAQ.docx finish ingesting. Both the knowledge base list and this page’s file table refresh on their own roughly every 10 seconds, so you can leave the page open and watch the status clear without reloading.

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