Files
Upload documents and images in Agent Studio, then train them before customers can be answered from them
Files#
Files are documents and images you add in Agent Studio → Data sources. Uploading saves the file. Training is a later step that makes its text available to the customer agent.
A photo added here is turned into text the agent can learn from. It does not become a picture the agent can send. Put photos or videos the agent should show on a Q&A answer.
Price lists, catalogs, and other row-by-row tables belong in Structured data, not in Files.
Supported files#
| Format | Use it for |
|---|---|
| PDF and Word (.doc, .docx) | Manuals, policies, and guides whose text you can select |
| Text and Markdown (.txt, .md) | Notes and plain documents |
| Images (.jpg, .jpeg, .png, .webp) | Screenshots, labels, and photos whose wording should be learned |
The upload screen shows the size limit for your account. Password-protected files, and PDFs that are only scanned pictures, cannot be read as documents. Use a file whose text you can highlight.
Add a file#
- Open Agent Studio → Data sources.
- Choose Add source, then File.
- Drag the files in, or choose Browse files.
- Choose Add file source.
- When the row says Ready to train, choose Train agent.
- Wait until it says Trained, then ask a realistic question in Playground.
File status#
| Status | What to do |
|---|---|
| Ready to train | The file is saved, but customers cannot be answered from it yet. Train it. |
| Processing | Upload or extraction is still running. Wait instead of starting the same work again. |
| Training | The file is being added to the agent's knowledge. Wait for it to finish. |
| Trained | Test questions that should be answered from this file. |
| Needs attention | Open the file, read the error, and use the offered retry. |
| Removed | The file is out of active knowledge. Restore it before training if you still need it. |
Replacing a file or editing its details does not change customer answers until you train again. Conflicts and weak files are reviewed in Source Health, not by uploading another copy and assuming the old one is gone.