Adding Files to Train Your AI Agent 

This lets your AI agent learn from documents like PDFs, Word files, and text files. 

It’s useful when you want your agent to answer based on your internal docs, guides, or FAQs. 

Steps  #

1. Go to Edit

2. Open Data Source  

3. Select the File tab  

4. Click Add → Upload File  

5. Choose your file  

6. (Optional) Edit the file name  

Your file will appear under New 

Train the file  #

To make the file usable:  Click Refresh Agent  

After this: 

• File moves to Trained  

• AI can use it to answer questions  

Supported formats  #

• .pdf  

• .doc  

• .docx  

• .txt  

Important Notes  #

• Max file size: 3 MB per file  

• Files in New are not used by the AI  

• Always click Refresh Agent after uploading  

• You can upload multiple files  

Tips  #

• Use clean, well-structured documents  

• Avoid scanned or low-quality files  

• Keep content focused on what users will ask  

Next, go to Preview and test if your agent answers using your uploaded files.

If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.