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Steps to Create a Knowledge Base via the UI

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Access the Knowledge Base Section

Navigate to the Knowledge Base tab from the left-hand navigation bar. Click the “Create Knowledge Base” button to begin.

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Name Your Knowledge Base (Optional)

  • Add a meaningful name to your KB (e.g., SalesPlaybook_Q2).
  • If you do not mention a name you it will be the Knowledge Base - n.

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Upload Your Documents

  • Browse and select one or multiple files from your local system.
  • Supported formats: .pdf, .docx, .txt, .rtf
  • Max file size: 5MB per file.
  • Drag-and-drop is also supported.
⚠️ Note: For files larger than 5MB (up to 100MB), you’ll be prompted to use the SDK.

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Upload Large Files via SDK (Optional)

  • For files larger than 100MB, use the SDK to upload and ingest them.
  • A sample code snippet will be available in the UI to guide you.

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Monitor File Processing

After uploading, your files will go through a processing step. You’ll see status updates:
  • ✅ Successful
  • 🔄 Processing
  • ❌ Failed (includes retry option and tooltips)
⏳ Only after all files are successfully processed your Knowledge Base be will ready.

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You’re Done!

Once processing completes, your KB is ready to use!
  • Use it to generate synthetic data