Upload Knowledge Base Documents

Creation date: 6/10/2026 1:35 PM    Updated: 6/10/2026 1:47 PM

Overview

This article helps you upload documents into the knowledge base. You may need this when you want agents or other tools to use file-based reference material.

Before you begin

  • You need access to Knowledge Base.
  • You need the source file ready.
  • IMPORTANT: Knowledge Base document uploads support PDF files only. You can upload up to 10 files at one time, with a maximum size of 100 MB per file.

Steps

  1. Click Config.
  2. Click Intelligence.
  3. Click Knowledge Base.
  4. Stay on Documents.
  5. Click Upload.
  6. Complete the Upload Knowledge Base Documents dialog.
  7. Click Upload.
  8. Wait for the document list to refresh.

Troubleshooting

  • If the upload does not start, then confirm supported file types and any size limits for knowledge base document uploads.
  • If the document does not appear right away, then refresh the Documents list.
Onboarding, setup, org-level config