Create Agent from PDF Knowledge

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What you can do with this

• Build customer support agents that answer questions using your help documentation
• Create internal knowledge assistants to help employees find information quickly
• Develop product information bots that provide detailed specs and features
• Design training assistants for interactive learning experiences
• Ensure compliance with accurate information delivery for regulatory requirements

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What you get

• Instant expertise: Your Agent immediately knows your content and can answer related questions
• Contextual responses: Provides accurate answers based on your specific information
• Content updates: Automatically stays current as you update your Knowledge Base
• Source citations: Can reference specific documents or sections when answering
• Domain expertise: Specialized knowledge in your specific field or industry

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Step-by-step creation process

1

Click Create from Knowledge card

Navigate to the Create Agent page and click on the Create from Knowledge card to begin the process.

This opens a modal dialog where you can configure your knowledge-powered Agent.

2

Select PDF data source and customize Agent

In the modal, select PDF as the data source for training your Agent’s Knowledge Base and customize the Agent’s appearance:

Customization options:

• Data Source: Choose PDF to train from document files
• Agent Icon: Select or change the icon representing your Agent

You can choose from various data sources and customize your Agent’s icon. Additional data source options will be introduced in future updates.

3

Select PDF data source

Once you have clicked on the Documents (PDF) card, your Knowledge Base configuration modal will open.

4

Configure Knowledge Base and upload files

Set up the fundamental information for your Knowledge Base and upload your PDF documents.

Required configuration: - Knowledge Base Name: Enter a descriptive name for your Knowledge Base - File Upload: Drag and drop PDF files or browse to select documents

The system will process your PDF documents to extract text content, tables, and structured information for Knowledge Base creation.

5

Upload files to cloud

Click the Upload button to upload your selected PDF files to the cloud for processing.

Files are securely uploaded to cloud storage(aws-s3)

Your PDF files are successfully uploaded and ready for content extraction and processing.

6

Add additional files or fetch content

After successful upload, choose to add more files or proceed with content fetching.

Available options: - Add more files: Click to upload additional PDF documents to the same Knowledge Base - Fetch content: Begin content extraction from uploaded PDF files - File management: View and manage uploaded documents

Multiple Documents: You can add multiple PDF files to create a comprehensive Knowledge Base from various document sources.

7

Initiate content fetching

Click the Fetch Content button to begin extracting text and structured data from your PDF documents.

The system extracts and processes text, tables, and document structures from your uploaded PDF files stored in cloud storage, preparing the content for the subsequent training phase.

Processing Time: Content extraction may take several minutes depending on document size and complexity. Monitor the progress for detailed status updates.

8

Train the KB with selected documents

After content extraction completes,initiate training after removing the unwanted documents.

Content training: - Train button: Click to begin Knowledge Base training process

All content has been successfully extracted from your PDF documents and is ready for the training phase.

9

Monitor training process

Watch the real-time training progress as your PDF content is processed and indexed.

Training process: - Index optimization: Creates efficient search and retrieval system - Quality validation: Ensures Knowledge Base accuracy and completeness

Training converts your PDF content into searchable knowledge embeddings that power AI responses.

10

Initiate Agent Creation

After the training process is completed, click the Create Agent button to start building your AI Agent with the pre-configured PDF Knowledge Base.

Agent creation process: - Agent initialization: Begins creating the AI Agent with the Knowledge Base connection - Gambit configuration: Automatically connects the Knowledge Base gambit - System integration: Sets up the Agent to use PDF content for responses - Deployment preparation: Prepares the Agent for immediate use

The Agent is being created with your PDF Knowledge Base pre-configured for immediate interaction.

11

Agent Ready for Interaction

Your AI Agent is now ready, and you can interact with it using the chat interface.

Agent capabilities: - PDF knowledge integration: Agent can answer questions based on your PDF content - Interactive chat: Use the chat interface to test Agent responses - Knowledge base connection: Agent automatically references your PDF documents - Ready for deployment: Agent can be deployed to various channels

Immediate Use: Your Agent is immediately functional and can answer questions based on the content extracted from your PDF documents.