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Knowledge is how you give an agent context. Upload the documents it should work from — playbooks, policies, product notes, reference material — and the agent uses them during its runs.

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Upload files

1

Open the agent

Go to Agents and open the agent you want to update.
2

Open Knowledge

In the side panel, click Knowledge.
3

Upload your files

Drag files into the uploader or click Browse files.
4

Wait for processing to finish

After the upload completes, the document will appear in the list for that agent.

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Supported files

  • PDF
  • DOCX
  • PPT
  • PPTX
  • TXT
Each file can be up to 50 MB.
File too big to upload? Connect the app where the file already lives (e.g., SharePoint or OneDrive) and let the agent access it there — that works for much larger files than any upload limit.

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Manage uploaded documents

From the document list, you can review the files attached to the agent, download a file, or delete one that is outdated.
Keep the knowledge current. Outdated files can lead to outdated answers or actions.
Knowledge is not the same as skills: knowledge gives an agent context (facts, documents, reference material), while a skill teaches agents a reusable procedure. If you catch yourself uploading the same “how we do X” document to several agents, that’s a skill.

Triggers

Next: make the agent run automatically.

Skills

Reusable procedures your agents share.