Qpien AI Agent needs information to operate. By adding Knowledge Sources, you allow the AI agent to learn from your content and generate relevant, accurate responses.

This guide explains how to upload a knowledge source and start testing your AI agent.

Step 1: Go to Knowledge Sources

• From the left sidebar, click on Automation > AI Agent > Overview.

• Under the “Test AI” section, click the blue Add Knowledge Sources button.

• This will take you to the Knowledge Sources page.

Step 2: Add a New Knowledge Source

1. On the Knowledge Sources page, click the Add Knowledge Sources button in the top-right corner.

2. A pop-up window will appear with the following fields:

Required Fields:

• Name
  Enter a name for this knowledge source (e.g. “Qpien AI Help Doc”).

• Source Type
  Choose one of the two available types:

  • URL – Paste a link to a web page (e.g. a Help Center article).

    The system will crawl the content up to 3 levels deep. Only one URL can be added at a time.

  • PDF – Upload a PDF document from your device.

3. After filling in the details, click Create.

Step 3: Upload Status

• Once submitted, the new source will show as In Progress.

• At least one knowledge source is required to activate or test the AI agent.

• At the end of the row where your knowledge source is listed, click the three dots on the far right to view or delete the content you uploaded.

• After a short processing time, the status will update to Completed.

• The knowledge source is now active and ready to use.