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Prerequisites
  • Access: Logged in to AI Studio.
  • Supported Files: PDF, CSV, XLSX, DOCX, TXT (Max 10MB).
  • Supported Images: JPG, PNG (Max 5MB).
For a step-by-step guide, please visit our YouTube Channel or watch the video below:

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Why use diverse data sources?

Your AI Agent needs different types of “brain food” to be effective. While a PDF might contain your return policy, a CSV might hold your pricing list, and an Image acts as a visual menu to send to customers. Combining these sources creates a robust, expert agent.

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Data Source Types

Understand which source fits your content.
TypeFormatBest For
FilePDF, DOCX, TXT, CSV, XLSXInternal SOPs, Product Manuals, Price Lists.
TextRaw TextPaste specific paragraphs or temporary rules directly.
WebsiteURLDynamic content like blog posts or help centers.
ImageJPG, PNGVisual assets the AI sends to users (e.g., Menus, Maps).

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Configuration steps

1

Navigate to Knowledge Base

  1. Open your AI Studio dashboard.
  2. Click on Knowledge Base in the side menu.
  3. Click the Add Knowledge button in the top right. Screenshot2025 12 23103440
2

Select and Configure Source

Choose the tab that matches your data type.
Upload documents directly.
  1. Select the File tab.
  2. Drag and drop your file (Max 10MB).
  3. Give it a clear Title (e.g., “Return Policy 2025”).
  4. Click Save knowledge.
Connect your live web content.
  1. Select the Website tab.
  2. Enter the Website URL.
  3. Choose your crawl method below.
Method 1: Single Page (Default)
  • What it does: Indexes only the specific article or page you provide.
  • When to use: For a specific blog post, product page, or news article.
  • Example: https://yourwebsite.com/blog/latest-feature (Unchecked box).
Method 2: Crawl Entire Website
  • What it does: Looks for the sitemap and systematically indexes all connected pages.
  • When to use: To teach the AI about your entire company, products, and services.
  • Example: https://yourwebsite.com (Checked box).
⚠️ Deep Dive: Crawling Best PracticesFor “Crawl entire website” to work optimally, you must provide the main domain.
  • ✅ Do this: Enter a root domain like https://bitbybit.studio. This allows the crawler to easily find the sitemap.
  • ❌ Avoid this: Do not enter a specific sub-page like https://bitbybit.studio/bitchat with the crawl box checked. The crawler may fail to locate the sitemap from a deep link.
Quick Decision Guide:
GoalURL TypeCrawl Option
Teach AI one specific posthttps://myblog.com/postUnchecked
Teach AI entire company infohttps://mycompany.comChecked 👍
Teach the AI to send images.
  1. Select the Image tab.
  2. Upload your JPG/PNG.
  3. Critical: In the “When should the AI send this image?” field, type the trigger prompt (e.g., “Send this when user asks for the dinner menu”).

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Next steps

Once your data is uploaded, verify that the agent is reading it correctly.

Test in Playground

Ask questions related to your uploaded PDF or Website to test accuracy.

Configure Skillsets

Enable “Product Recommendations” if you uploaded a product catalog CSV.