Documents

A document is a file or web page you add so agents can answer from it. Open Knowledge sources → Documents to upload, review and remove them.

Add a document#

1. Open the add dialog

   Click Add Document. The dialog is titled Add new Document.

2. Choose how to add it

   Pick Upload from file or Upload from URL. For files, select up to 10 at a time. For a URL, paste a valid link.

3. Pick a category

   Every document belongs to a category. Select one, or use Create new Category if you have none yet. You cannot add a document without it.

4. Confirm

   Click Add new Document. The row appears in the table right away while FlowHunt processes the file in the background.

Supported file types#

The picker accepts these extensions: .pdf, .doc, .docx, .xlsx, .pptx, .md, .txt, .html, .csv, .xml, .json, .mp3, .flac, .mp4, .mpeg, .mpga, .m4a, .ogg, .wav, .webm, .jpeg, .jpg, .png, .gif and .webp. A file of another type is rejected with a message that lists the supported types.

A document added from a URL keeps only its extracted text. FlowHunt does not store a copy of the file.

What the status means#

The table shows a Status for each document:

• Empty: created, nothing uploaded yet.
• Uploaded: the file is stored and waiting to be processed.
• Converted: the text has been extracted.
• Indexed: the document is searchable by retrievers.
• Failed: processing did not finish. A failed document is not indexed.

A document is searchable only when it is Indexed, so a freshly uploaded file may not appear in answers for a short while.

Enable, rename and move#

Open a document with its edit button to change its Document name, its Document category or its User status. Set User status to Disabled to keep a document in the list but take it out of the index. Set it back to Enabled to bring it back.

To move several documents at once, select their rows and use Assign Category above the table.

Find and download#

Use the search box (Search by document name…) and the filters for type, status, user status, category and last update. The detail page shows the extracted Content Tree, any detected Keywords and a Document Image when one exists. On a row for an uploaded file, the download button gets the original file. A row for a URL document links to the source page instead.

Remove a document#

Use the delete button on the row, or open the document and click Remove Document, then confirm. Removing a document takes it out of the index, so agents stop using it.

Next steps#

Point an agent at your documents with the Document Retriever step. To search only some documents, use categories.