---
title: "Knowledge Base"
slug: "knowledge-base"
tags: ["Agents", "Creating Agent", "FAQ", "Knowledge Files"]
updated: 2026-08-12T07:47:30Z
published: 2026-08-12T07:47:30Z
canonical: "help.csgi.com/knowledge-base"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledge Base

Agent knowledge defines the information an agent has access to when it starts executing. This can include background context, documents, company data, FAQs, or other reference material. The agent uses this knowledge to reason more effectively and produce relevant decisions or responses.

After the Agent Basic Setup details are validated, the setup flow moves to the **Knowledge Base** page.

## Instruction

Provide the instruction for the knowledge being added. This helps the agent interpret and apply the uploaded information while performing its tasks.

![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/2026-08-10_22-54-19 (1).gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A27Z&se=2026-10-26T13%3A26%3A27Z&sr=c&sp=r&sig=Gbl2d0X80PwXMmko6u0UpMcJ0sw6LN7nj0npSNLvx1g%3D)

## Upload Knowledge Files

You can add knowledge by uploading a file using one of the following methods:

- Upload the file using the file picker, or
- Drag and drop the file into the upload area

The following behavior applies when uploading a file:

- Supported file types include PDF or XML
- The maximum file size is 20 MB

Once uploaded, the file details (File type (PDF or XML), File name, File size) are displayed in the right-hand section. Also, the **Next** button changes to **Process Files**.

Select **Process Files** to process the uploaded file. After the file is successfully processed, the Process Files button changes to **Next**. Select **Next** to continue with the agent creation process.

## Managing Uploaded Files

- Hover over an uploaded file to display the **Delete** icon, which allows you to remove the file. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/2026-04-22_00-51-02.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A27Z&se=2026-10-26T13%3A26%3A27Z&sr=c&sp=r&sig=Gbl2d0X80PwXMmko6u0UpMcJ0sw6LN7nj0npSNLvx1g%3D)
- After a file is successfully processed, the delete icon is removed, and a green success indicator is displayed next to the file. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/2026-04-22_00-53-09.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A27Z&se=2026-10-26T13%3A26%3A27Z&sr=c&sp=r&sig=Gbl2d0X80PwXMmko6u0UpMcJ0sw6LN7nj0npSNLvx1g%3D)
- A processed file can be replaced by dragging and dropping a new file into the upload area. The new file automatically replaces the existing one.