File Upload

Upload internal or external files to enrich your AI Agent’s knowledge. Train your agent on formats like PDFs, spreadsheets, and more—enabling it to answer questions using structured file content.

What is this?

The File Upload tab allows you to train your AI Agent on document-based content. Upload documents such as policy files, product manuals, process sheets, and the agent will learn from them to support user queries with accuracy.

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Why is it beneficial?

• Internal knowledge training: Equip the agent to answer from policy, HR, legal, or operational docs

• Multi-format support: Accepts PDFs, docs, spreadsheets, and more

• Quick update control: Upload or replace files anytime to keep knowledge current

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How to configure it

1. Go to BotPenguin and log in to your account.

2. Go to Agents, then select the agent you want to work with.

3. Open the Agent Knowledge Base section, and click on the File Upload tab.

1. Click on the Upload File button. You can upload files in any of the following formats:

• PDF, DOC, DOCX, PPTX, TXT, CSV, XLS, XLSX

• (Optional) You can also train the agent using an RSS Feed by entering the feed URL.

1. After uploading, click Save to initiate training or Discard to cancel the upload.

2. All uploaded files appear in a table below with the following details:

   • File Name: The name of the uploaded document

   • Training Status: Shows whether training is Completed, In Progress, etc.

   • Last Trained: Timestamp for the last successful training using that file

   • Actions:

     • Delete the file

     • Download the file

3. Use the Search Bar to locate specific files by name or filter across your training library.

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Need Help?

If your files fail to upload, training doesn’t complete, or answers appear inconsistent, contact us at [email protected]. We’ll respond within 48 business hours.