--- title: Knowledge files for AI agents slug: knowledge-files-for-ai-agents docTags: createdAt: 2026-06-10T15:23:01.686Z --- 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: 1. To store the file in a RAG vector database, Make splits the file into smaller text segments called chunks and converts them to vectors. 2. Later, you send the agent a request related to the file. 3. The agent searches the database for the chunks relevant to the request. 4. 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:** Make 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 scenario: - 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 scenario 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: ::::WorkflowBlock :::WorkflowBlockItem In the Scenario Builder, hover over the plus icon of **Make AI Agent (New)** > **Run an agent (New)** module, and click **Knowledge. ** ::: :::WorkflowBlockItem In **Agent knowledge**, click **Upload files**. ::: :::WorkflowBlockItem Click** Choose file** to select a file to upload. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem Optionally, to edit the file description, click the pencil icon next to your file and make your changes. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem Toggle** Advanced settings** for optional file settings. ::: :::WorkflowBlockItem 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. ::: :::WorkflowBlockItem In **Limit**, specify the number of results (relevant chunks of the file) the agent returns, or allow the agent to decide the number. ::: :::WorkflowBlockItem 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: ::::WorkflowBlock :::WorkflowBlockItem Go to **AI Agents** on the left sidebar, then to **Knowledge files**. ::: :::WorkflowBlockItem Click **Upload files** in the top-right corner. ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/Ro3yzD4ZdQTDHrWVIUAC5-20260612-122928.png) ::: :::WorkflowBlockItem Click **Choose file** to select a file, or drag and drop the file. ::: :::WorkflowBlockItem Click **Upload**. ::: :::: You've now manually uploaded a file in the **AI Agents **tab. ### Automatically upload files in the Knowledge app in a separate scenario To upload a file in the **Knowledge** app in a separate scenario from the AI agent scenario: ::::WorkflowBlock :::WorkflowBlockItem In a new scenario, add a module that watches for files and one that downloads files. ::: :::WorkflowBlockItem Add the **Knowledge** > **Upload knowledge** module after it. ::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/VlIEYx0P8nTHLL5Hj1xpQ-20260612-115935.png" size="90" width="969" height="361" darkWidth="969" darkHeight="361" position="center" caption="This example scenario watches for files in Google Drive and downloads them before uploading them in the Knowledge app." showCaption="true"} ::: :::WorkflowBlockItem In the **Upload knowledge** module settings, map the file name and data from the download file module. ::: :::WorkflowBlockItem 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 files**. ### Download files To download a file: ::::WorkflowBlock :::WorkflowBlockItem Go to **AI Agents** on the left sidebar, then to **Knowledge files**. ::: :::WorkflowBlockItem Click the three-dot menu next to the file you want to download. ::: :::WorkflowBlockItem Select **Download**. ::: :::: You've now downloaded a file. ### Edit files To edit a file's name and description: ::::WorkflowBlock :::WorkflowBlockItem Go to **AI Agents** on the left sidebar, then to **Knowledge files**. ::: :::WorkflowBlockItem Click the three-dot menu next to the file you want to download. ::: :::WorkflowBlockItem Select **Edit**. ::: :::WorkflowBlockItem Add a new file name and description. The name must include underscores after each word, for example, "`Company_terminology`." ::: :::WorkflowBlockItem 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): ::::WorkflowBlock :::WorkflowBlockItem Go to **AI Agents** on the left sidebar, then to **Knowledge files**. ::: :::WorkflowBlockItem Click the three-dot menu next to the file you want to replace. ::: :::WorkflowBlockItem Select **Update**. ::: :::WorkflowBlockItem Click **Choose file **to select a file to upload, or drag and drop a file. ::: :::WorkflowBlockItem Optionally, in **Description**, edit the AI-generated file description, or select **Regenerate description **for AI to generate a new one. ::: :::WorkflowBlockItem Click **Update**. ::: :::: You've now updated a file. ### Delete files To delete a file: ::::WorkflowBlock :::WorkflowBlockItem Go to **AI Agents** on the left sidebar, then to **Knowledge files**. ::: :::WorkflowBlockItem Click the three-dot menu next to the file you want to delete. ::: :::WorkflowBlockItem Select **Delete**, then confirm the deletion. ::: :::: You've now deleted a file.