Teach the AI: documents, web pages and saved answers

What the knowledge base accepts, the statuses, and when to re-index.

Updated 29 October 2026

Open AI agent › Knowledge. The tabs are "Documents", "Web Sources", "Saved Answers", "Insights" and "Feedback". Uploading needs a working AI key, so save the key first.

  • Documents: PDF, TXT, CSV and MD files, up to 10 MB each, several at once. Each shows "Pending", "Processing", "Ready" or "Failed" (with the provider’s reason); the list refreshes every 10 seconds.
  • Web Sources: "Add Website URL" reads that one page and keeps its text. It does not follow links to other pages, so add each page you want separately.
  • Saved Answers: a "Question / Trigger", the "Answer" and "Tags", one at a time or from a CSV with Question and Answer columns.
  • Shopify: once a store is connected, its products are synced for the agent on their own.

"Re-index all documents" rebuilds everything with the current AI key. Use it after switching between OpenAI and Gemini or after fixing a key; one re-index runs at a time. A single failed document can be reprocessed from its row.

Still stuck?

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