Uploading Files

Overview

Prerequisites

• File ready to upload (CSV, Excel, PDF, Word, PowerPoint, etc.)
• File size under 10MB (recommended)
• Appropriate file format (see supported types below)

Step-by-Step Instructions

1. Navigate to Data Sources

1. Go to Data Sources from the main navigation
2. Click Connect New Data Source
3. Select File Upload from the available options

2. Select Your File

1. Click Choose File or drag and drop your file
2. Select the file from your computer
3. The file name will appear once selected

3. Enter Connection Details

• Connection Name: Give your file a descriptive name (e.g., "Sales Data Q4 2024", "Customer List")
• This name will be used to identify the file in your data sources

4. Upload File

1. Click Upload File
2. Wait for the upload to complete
3. The file will begin processing automatically

5. Wait for Processing

• Processing status will be shown in real-time
• Large files may take several minutes to process
• You can monitor the progress percentage
• Once complete, the status will change to "Connected"

Supported File Types

Spreadsheets

• CSV (.csv) - Comma-separated values
• Excel (.xlsx, .xls) - Microsoft Excel files
• Parquet (.parquet) - Columnar storage format

Documents

• PDF (.pdf) - Portable Document Format
• Word (.docx, .doc) - Microsoft Word documents
• PowerPoint (.pptx, .ppt) - Microsoft PowerPoint presentations
• Markdown (.md, .markdown) - Markdown text files
• Text (.txt) - Plain text files
• HTML (.html, .htm) - HTML documents

Data Files

• JSON (.json) - JavaScript Object Notation
• DuckDB (.duckdb) - DuckDB database files

File Size Limits

• Maximum file size: 10MB
• Recommended size: Under 5MB for faster processing
• Large files may take longer to process

Processing Status

Pending

• File is queued for processing
• Wait for processing to begin

Processing

• File is being analyzed and chunked
• Progress percentage will be shown
• Do not close the page during processing

Connected

• File processing is complete
• File is ready to use in Agent Builder
• You can now create agents using this file

Error

• Processing failed
• Check the error message for details
• Try re-uploading the file

Best Practices

File Preparation

• Ensure your file is well-formatted
• Remove unnecessary columns or rows
• Use clear headers for spreadsheets
• For PDFs, ensure text is selectable (not scanned images)

File Naming

• Use descriptive names (e.g., "Sales_Data_2024_Q4.csv")
• Avoid special characters in file names
• Keep names concise but clear

Data Quality

• Clean your data before uploading
• Remove duplicate rows
• Ensure consistent data formats
• Check for missing values

Troubleshooting

Upload Failed

• Check your internet connection
• Verify file size is under 10MB
• Try a different browser
• Check file permissions

Processing Stuck

• Large files may take 5-10 minutes
• Wait for processing to complete
• If stuck for more than 15 minutes, try re-uploading

Processing Error

• Check file format is supported
• Verify file isn't corrupted
• Try opening the file in its native application
• For PDFs, ensure text is extractable

File Not Recognized

• Verify file extension matches the format
• Check file isn't corrupted
• Try converting to a different format

Next Steps

• Go to Agent Builder to create an AI agent using this file
• Wait for processing to complete before creating agents
• Use the file in multiple agents if needed
• Upload additional files as needed