Knowledge files for AI agents

knowledge files are reference information that your agent uses to tailor its responses to your goals this guide covers how knowledge files work and how to upload and manage them when to upload knowledge files when you have large blocks of text that an agent must reference often, such as brand guidelines, style guides, or company policies, upload them as knowledge files the agent stores them in its memory and retrieves only the relevant parts, reducing cost how knowledge files work when you upload a knowledge file, the following happens to store the file in a rag vector database, splits the file into smaller text segments called chunks and converts them to vectors later, you send the agent a request related to the file the agent searches the database for the chunks relevant to the request to respond to you, the agent returns the most relevant chunks instead of the entire file knowledge file requirements and limits knowledge files have the following requirements and limits supported file types txt, pdf, docx, csv, md, json maximum file size 20 mb per file maximum files per agent 20 maximum files per team 100 (free, core, pro), 150 (teams), 250 (enterprise) maximum files per organization 150 (free, core, pro), 200 (teams), 500 (enterprise) maximum file storage period deletes files after 180 days of inactivity (if your agent hasn't queried them) upload knowledge files you have two main ways to upload knowledge files manually in the make ai agent (new) app or ai agents tab, or automatically with the knowledge app in a manually upload files for a quick setup, and for files that rarely change, such as company guidelines or style guides upload files with the knowledge app in a separate for files that regularly change, such as knowledge bases or contact lists manually upload files in the make ai agent (new) app to manually upload a file in the make ai agent (new) app in the builder, \<font color="#101010"> \</font> hover over the plus icon of \<font color="#101010">\</font> make ai agent (new) > run an agent (new) module, and click knowledge in agent knowledge , click upload files click choose file to select a file to upload click save optionally, to edit the file description, click the pencil icon next to your file and make your changes click save toggle advanced settings for optional file settings in search query , specify a search query that the agent uses to find information in your file, or allow the agent to decide the query in limit , specify the number of results (relevant chunks of the file) the agent returns, or allow the agent to decide the number click save you've now manually uploaded a file in the make ai agent (new) app manually upload files in the ai agents tab to manually upload a file in the ai agents tab go to ai agents on the left sidebar, then to knowledge files click upload files in the top right corner click choose file to select a file, or drag and drop the file click upload you've now manually uploaded a file in the ai agents tab automatically upload files in the knowledge app in a separate to upload a file in the knowledge app in a separate from the ai agent in a new , add a module that watches for files and one that downloads files add the knowledge > upload knowledge module after it in the upload knowledge module settings, map the file name and data from the download file module click run once you've now uploaded a file in the knowledge app to regularly update the file with its newest version, replace the upload knowledge module with an update knowledge module manage knowledge files you can download, edit, update, and delete your existing knowledge files in ai agents > knowledge file s download files to download a file go to ai agents on the left sidebar, then to knowledge files click the three dot menu next to the file you want to download select download you've now downloaded a file edit files to edit a file's name and description go to ai agents on the left sidebar, then to knowledge files click the three dot menu next to the file you want to download select edit add a new file name and description the name must include underscores after each word, for example, " company terminology " click save you've now edited a file's name and description update files to update a file (replace an existing file with another one) go to ai agents on the left sidebar, then to knowledge files click the three dot menu next to the file you want to replace select update click choose file to select a file to upload, or drag and drop a file optionally, in description , edit the ai generated file description, or select regenerate description for ai to generate a new one click update you've now updated a file delete files to delete a file go to ai agents on the left sidebar, then to knowledge files click the three dot menu next to the file you want to delete select delete , then confirm the deletion you've now deleted a file