Skip to main content

​
Overview

RAG (Retrieval-Augmented Generation) allows your AI agents to access custom knowledge bases. Upload documents and let agents search through your organization’s proprietary information.
RAG Knowledge requires Admin access. Contact your organization admin to upload documents.

​
Supported File Types

FormatExtensionMax Size
Plain Text.txt10MB
PDF.pdf50MB
HTML.html, .htm10MB
JSON.json10MB
JSONL.jsonl, .ndjson10MB
Markdown.md, .markdown10MB
Word.docx50MB
PowerPoint.pptx10MB

​
Uploading Documents

​
Step 1: Access RAG Knowledge

  1. Navigate to Team > RAG Knowledge
  2. You must have Admin access to upload documents

​
Step 2: Create a DataStore

  1. Click Create DataStore
  2. Enter a name for your knowledge base
  3. Select files to upload

​
Step 3: Wait for Indexing

After upload, documents are processed and indexed:
StatusDescription
pendingWaiting to start processing
uploadingFiles being uploaded to cloud storage
indexingDocuments being processed and indexed
processingProcessing in progress
completedKnowledge base ready to use
failedProcessing error (can be retried)
Indexing typically takes 1-5 minutes depending on document size and quantity.

​
Using RAG with Agents

Once documents are indexed, they can be assigned to AI agents.

​
Admin Configuration

  1. Go to Admin > Agents
  2. Edit an agent
  3. In the RAG Tools section, select the DataStore
  4. Save changes

​
How It Works

When a user asks a question:
  1. The agent searches the knowledge base
  2. Relevant document sections are retrieved
  3. The agent uses this context to provide accurate answers

​
Best Practices

  • Group related documents together
  • Use clear, descriptive filenames
  • Remove duplicate content
  • Use clear headings and structure
  • Break long documents into sections
  • Include context in document titles
  • Update documents when information changes
  • Remove outdated content
  • Re-index after major updates

​
Troubleshooting

Possible causes:
  • File type not supported
  • File exceeds size limit
  • Network connection issue
Solution:
  • Check file format and size
  • Try uploading again
  • Contact support if issue persists
Possible causes:
  • DataStore not assigned to agent
  • Documents not fully indexed
  • Query doesn’t match document content
Solution:
  • Verify DataStore is linked to the agent
  • Check indexing status is “ready”
  • Try rephrasing your question

Agent System

Learn about AI agents

Credit System

Understand usage costs