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Upload a document once, then choose which nodes can use it. An agent only sees the documents attached to the node it is on.

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Uploading

  1. Go to Files in the sidebar.
  2. Select a file, or drag and drop one.
  3. Click Upload.
Plain text (.txt), up to 5 MB. Uploading does not make a document available to any agent on its own. That happens per node.

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Choosing documents per node

Open a Start Call or Agent node and find Knowledge Base Documents. Select the documents that step should use.

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Processing per node

Below the selector, in Document Processing, click Process. The button shows how many selected documents are new. Each document reports its own status and shows a progress percentage while it runs. Use the refresh button to check on it. A document that fails can be processed again.
Selecting a document is not enough — until you click Process, the agent cannot use it in that node.
Remove a document from a node with the delete button next to it. The document itself stays in Files and remains available to other nodes.

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On a call

  1. The caller asks something the prompt does not cover.
  2. The agent searches the documents attached to the node it is on.
  3. It speaks the answer.
Per node throughout: a node with no documents has no lookup at all, and a node never searches another node’s documents.