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Upload approved documents, wait for processing, and attach the resulting sources to an agent step for retrieval during a call.

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Prerequisites

  • Documents that your organization is allowed to process.
  • A workflow node whose prompt needs reference material.

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Manage documents and retrieval

  1. Open Files and choose Upload.
  2. Wait for processing to finish and confirm the document appears in the list.
  3. Open a Start Call or Agent node and select the documents it may reference.
  4. Test a question that is answered by the selected material and one that is outside it.
  5. Remove stale documents from the organization inventory and update node references when the source changes.

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Constraints and failure states

Documents are processed before retrieval can use them. A node with no selected or successfully processed documents cannot answer from the knowledge base. Retrieval can be limited to the documents attached to that conversation step.

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Protect your data

Upload only content approved for the organization. Review access, retention, and model-provider handling before adding customer or regulated information.