Quick Start
Go from zero to a fully functional AI agent in 5 minutes. Learn how to transform your documents into an active, ready-to-use assistant.
Go from zero to a working AI agent in about 5 minutes. By the end you'll have an agent that answers questions from your own documents.
Create a Knowledge Base
- 1. Navigate to AI Workspace → Knowledge Base and click New Knowledge Base.
- 2. Give it a clear name — e.g. "Product FAQs" or "HR Policy Docs".
- 3. Upload your files. Supported formats: PDF, DOCX, TXT, CSV, XLSX, and images. You can also import directly from a URL.
- 4. Click Create Knowledge Base and wait for the status badge to turn Active.
Processing usually takes under a minute for small files. Only Active knowledge bases can be attached to agents.
Create an Agent
- 1. Go to AI Workspace → Agents and click Create Agent.
- 2. Enter an Agent Name — e.g. "Support Assistant".
- 3. Write an Agent Persona: plain-English instructions that define the agent's tone and scope. Example: "You are a concise and friendly support assistant. Only answer questions related to our product."
- 4. Select an AI Model. The default (Gemini 2.0 Flash) is a great starting point.
Your agent's persona is the single biggest lever for response quality. Be explicit about what the agent should and shouldn't answer.
Connect the Knowledge Base
- 1. On the Agents page, click the edit icon on your new agent.
- 2. Switch to the Knowledge tab.
- 3. Toggle Enable Knowledge Base on, then check the Knowledge Base you created in Step 1.
- 4. Click Save.
Only Active knowledge bases appear in the list. If yours is still processing, wait a moment and try again.
Test in the Playground
- 1. Go to AI Workspace → Playground.
- 2. Select your agent from the dropdown at the top of the left panel.
- 3. Type a question you'd expect your documents to answer.
- 4. The agent will respond using your uploaded content as its source.
Try asking something specific that lives in your uploaded documents, like a policy number or a product detail. This is the fastest way to verify your Knowledge Base is working.