Uploading documents

Add documents to your knowledge base

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to upload documents

Uploading documents to your knowledge base is a crucial step in giving Cassidy the ability to understand your business. By adding relevant files, you can ensure that the AI has access to the information it needs to provide accurate and context-aware answers.

Here's how to upload documents to your knowledge base:

  1. Navigate to the Knowledge Base: Click on the "Knowledge Base" section in the left sidebar of your Cassidy homepage.

  2. Select a folder or collection: Choose the appropriate folder or collection where you want to upload your document. If you haven't created any folders yet, you can upload the document directly to the main Knowledge Base area.

  3. Click the "+ New" button: In the top-right corner of the respective folder or collection, click on the "+ New" button to open the upload options.

  4. Choose "Upload document": From the dropdown menu, select "Upload document" to initiate the file upload process.

  5. Select the file: A file browser window will appear, allowing you to navigate and select the document you want to upload. Cassidy supports various file types, including:

    • PDF files

    • CSV files

    • Excel files (.xls, .xlsx)

    • Word documents (.doc, .docx)

    • PowerPoint slides (.pptx)

    • Text files (.txt)

    • Any source code file (.py, .html, .js, etc.)

    *You can also import from websites and external apps such as Google Drive. See respective articles - website, external apps & integrations.

  6. Wait for the upload to complete: Cassidy will start uploading the selected file to your knowledge base. The upload time may vary depending on the size of the file and your internet connection speed.

  7. Verify the uploaded document: Once the upload is complete, you will see the document listed in the selected folder or collection. Click on the document to open it and ensure that it has been uploaded correctly.

In addition to uploading existing documents, you can also create new documents directly within Cassidy:

  1. Click the "+ New" button: In the top-right corner of the respective folder or collection, click on the "+ New" button to open the options.

  2. Choose "New document": From the dropdown menu, select "New document" to create a new document from scratch.

  3. Enter the document content: A text editor will appear, allowing you to type or paste the content of your new document.

  4. Save the document: Once you have entered the desired content, click the "Save" button to store the new document in your knowledge base.

By regularly uploading relevant documents and creating new ones as needed, you can continuously expand and refine your knowledge base, enabling Cassidy's AI to provide more accurate and helpful assistance.

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