Working in the inbox
Upload files to the Knowledge Base
Turn price lists, policies and guides into text the AI agent answers from.
The Knowledge Base turns your own documents into text the AI agent answers from. Upload a price list, a policy or a guide, and the agent quotes it in replies instead of saying "I'll check with the team".
Upload files
- In the portal open Knowledge Base.
- Press Upload files and choose up to 10 files at a time, up to 25 MB each: PDF, Word, Excel, PowerPoint, CSV, images, audio and video.
- Reading starts at once, and you can upload more while earlier files are still being read.
Audio up to 10 minutes and video up to 5 minutes can be read. The file is read on our own servers and the file itself is never sent to your AI provider. Once a document is Ready, the agent uses its text in replies, and that text goes to your AI provider like the rest of the conversation. Handwriting and photos without printed words cannot be read as text.
The four statuses
- Reading now: the file is still being read. Nothing to do; the list refreshes by itself.
- Ready: the text is active, and the agent answers from it from now on.
- Needs review: the reader flagged uncertain parts, or the text was cut at the first 200,000 characters. Review it before the agent uses it.
- Couldn't read: the row shows the reason, for example the file is over 25 MB, the audio is over 10 minutes, the file is damaged or password-protected, or no text was found. Fix the file and upload it again, or delete the row.
Review and activate
Open a document to see the extracted text with the uncertain parts highlighted. Correct anything that looks wrong, then press Save and activate. A document that needs review never reaches the agent until you save it; only then does the agent answer from its text.
Organize with AI (optional)
On the review page, Organize with AI turns a long text into a title, a summary, and questions and answers. It runs on your own AI key from the AI Agent settings; without a key the button stays off. Nothing is saved until you review the result and save it yourself.
The same reading also handles files customers send in conversations; see Voice notes, images and files in conversations.
Still stuck?
Email hello@stsconnect.chat with your company name and what you were trying to do. We answer on business days.