Upload a knowledge file
Open Files, select the Knowledge Base area, and upload a document. The live retrieval path currently extracts text from PDF and plain text files. Convert office documents or spreadsheets to one of those formats before uploading.
How live retrieval works
When the agent needs information from its knowledge base, it can call the built-in knowledge search action. CallUltra searches the indexed text and returns relevant passages to the agent as context for its response.
Keep the source material current, concise, and consistent. Remove obsolete price lists and conflicting policies before the agent uses the collection.
Test a knowledge answer
- 1Upload a PDF or TXT file
Use text that includes the exact fact you want the agent to retrieve.
- 2Wait for indexing
Confirm the file shows that indexing completed and has searchable content.
- 3Ask a specific question
Use a question whose answer only appears in the uploaded source.
- 4Check the response
Compare what the agent says with the source. Update the file or prompt if it guesses.