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Upload a document to a knowledge base

Upload a file to an existing knowledge base to add it as a source for your agent. This walkthrough shows you how to open a knowledge base, upload a document, and confirm it appears in the source list.

Before you begin

  • An active Neura account you can sign in to.
  • A knowledge base (we’ll use the one your workspace ships with — see Dashboard tour to find it).
  • A document to index (PDF, DOCX, TXT, or Markdown, up to 25 MB).

Steps

  1. Open Knowledge from the left navigation. Step 1 — Open the Knowledge page.

  2. Open the knowledge base you want to update.

  3. Confirm you are on the knowledge base detail page. Step 3 — Knowledge base detail page

  4. Click Add source. Step 4 — Click Add source.

  5. Select Upload file if it is not already selected.

  6. Click Click to upload and choose your document.

  7. Confirm the upload panel shows 1 FILE SELECTED. Step 7 — Confirm the file you selected.

  8. Click Add to knowledge base.

  9. Review the new file in the SOURCES list. Step 9 — Review your new source in the Sources list.

See also