Add documents and RAG

Documents provide organisation-specific information without unnecessarily extending the bot's general instructions.

Add a source

From the bot, open Documents, then add:

• a supported file;
• a page or remote source;
• structured content supported by your configuration.

Use an explicit title and link the document to the correct bot. After processing, its status must show that it is available in the knowledge base.

Adding a first source automatically enables the bot's Documents skill. You do not need to enable it separately.

In this example, both sources have been processed and are available for the bot's answers.

Write effective documents

• Keep information clear and up to date.
• Avoid contradictory duplicates.
• Separate very different topics.
• State validity dates for temporary rules.
• Do not include unnecessary secrets or personal data in a shared document.

Refresh content

Sources configured for automatic refresh are checked periodically. You can also request a manual refresh from the document.

Verify during a test

Ask a question whose answer only exists in the document. Then review the conversation to verify that the bot used the right information and did not invent an answer absent from the source.

To follow this step as part of a full scenario, see Create your first bot.