This guide will walk you through the process of adding and managing knowledge sources to create a more knowledgeable and effective AI Agent that can accurately respond to queries about your business, products, and services.
Understanding Knowledge Sources
Knowledge sources are files containing information that your AI agent can reference when interacting with your customers. By uploading your company documents, guides, FAQs, and other materials, you equip your agent with the specific information it needs to provide accurate, relevant responses.
Knowledge Base Size Limits
Your knowledge base has limits based on your plan.
Total character count is displayed at the top of the knowledge base view
The progress bar shows how much of your available capacity is currently used
Character counts for individual files are shown in the file listing
Standard Plan: Up to 500,000 characters per AI Agent.
Premium Plan: Up to 1 million characters per AI Agent.
Scale Plan: Up to 5 million characters per AI Agent.
Enterprise Plan: Up to 10 million characters per AI Agent.
Adding Knowledge Sources
You can add one or multiple files at once to your AI Agent.
Drag and Drop Files
Navigate to the Knowledge section in your Frontline dashboard
Drag and drop files directly into the sources
The sources dialog will pop-up with the files ready to be added by clicking "add sources".
Add Files Dialog
Navigate to the Knowledge section
Click the "Add files" button
Click the "+ Add files" button in the upload modal or drag and drop files into the dialog
Browse your computer and select the files you want to upload
Click "Add Sources" to begin the upload process
Monitoring Processing Status
After uploading, your files will go through processing stages:
Processing: The file is being analyzed and information is being extracted
Completed: The file has been successfully processed and is now available to your AI agent
Failed: There was an issue processing the file (hover over the status for error details)
Note: During the processing stage, your agent won't be able to respond with information from that document. Only completed files are accessible to your AI agent.
Supported File Types
You can upload various file types including:
PDFs (.pdf)
Text files (.txt)
Word documents (.docx, .doc)
Markdown files (.md)
CSV files (.csv)
JSON files (.json)
And more
The maximum file size allowed is 100MB per file.
Coming Soon
We're constantly improving our knowledge source capabilities. Look forward to these upcoming features:
URL import: Add web pages directly as knowledge sources
FAQ builder: Create structured FAQ knowledge sources within Frontline
Knowledge source analytics: See which sources are most frequently used
Additional file type support
Searching and Filtering Knowledge Sources
Use the search bar and filters at the top of the knowledge base to quickly locate specific files
Search results update in real-time as you type
The search function looks for matches in file names
Deleting Knowledge Sources
To delete individual files:
Locate the file you want to remove
Click the three-dot menu (⋮) in the Actions column
Select "Delete" from the dropdown menu
To delete multiple files:
Select files by checking the boxes next to their names
With multiple files selected, click the "Delete" option that appears
Confirm deletion when prompted