Document Setup Guide

step 1 — open document training navigate to train → generative ai → documents click upload document to start adding a new knowledge document step 2 — upload the file click browse and select the document you want to upload optionally add the external link if the document source is available online step 3 — add document details enter the document name , choose a category , and select the language click continue to proceed step 4 — configure indexing review the indexing configuration settings before processing the document click continue to move to the confirmation step step 5 — review and confirm verify the document details and content source information click save & start indexing to begin indexing the document step 6 — document processing the document status will show processing while indexing is running once completed, the status changes to ready to search 📚 next steps once the document is indexed and the status shows ready to search , configure the agent workflow so the ai can retrieve answers from the trained documents ➡️ proceed with docid\ g jippcsr0vjwz4richmf