Learn how to create Knowledge Base from CSV files

Click Table CSV Card

Click on the Table (CSV) card to start creating a Knowledge Base from CSV files.

This opens the “Add Knowledge Base” modal where you can configure your CSV Knowledge Base.

Alternative Option: You can also click on Questions & Answers (CSV) card for Q&A format CSV files. The training process remains the same for both formats.

Configure Knowledge Base

In the modal, set up your Knowledge Base details:

Required Information:

• Name: Enter a name for your Knowledge Base (e.g., “csv knowledge”)
• Upload Table CSV: Add your CSV file to the Knowledge Base

File Upload Options:

• Drag and drop CSV file into the upload area
• Click to browse and select CSV file from your computer
• View example CSV file format for reference

CSV format: Ensure your CSV file contains structured tabular data with proper headers for optimal processing.

Knowledge Base created

After clicking Add Knowledge Base, you’re redirected to the Knowledge Base configuration page.

Configuration page features:

• Data resources: Shows your uploaded CSV file
• Training status: Displays “Not trained” status for new file
• Add resource: Button to add more CSV files
• Start training: Button to begin training the Knowledge Base

Training required: Your Knowledge Base must be trained before it can be used by AI Agents.

Start training

Click the Start training button to begin processing your CSV file.

Training phase:

• Initiate training: Click the Start training button to begin AI processing.
• Data reading: The system reads and imports the CSV file for processing.
• Resource processing: The CSV file is being analyzed and indexed.
• Text chunking: The data is divided into smaller, manageable chunks for efficient processing.
• Embedding generation: These chunks are converted into vector embeddings using AI models.
• Vector storage: The generated embeddings are stored in vector databases like Qdrant and Weaviate for efficient retrieval.
• Index optimization: The system optimizes the index to enhance search and retrieval performance.
• Progress bar: Displays the percentage of training completion.
• Status: Indicates “Training…” with an hourglass icon.
• Time estimate: “This process may take a few minutes.”

Training in Progress: Wait for training to complete before using the Knowledge Base.

Training complete

Once training is finished, your Knowledge Base is ready for use.

Training Results:

• Status: “Trained” with green indicator
• Success Message: “All resources have been successfully trained”
• Progress Bar: Shows 100% completion
• Ready for Use: Knowledge base is fully operational

Knowledge Base Ready: Your CSV Knowledge Base is now trained and ready to be used by AI Agents.

Add more resources (optional)

You can add additional CSV files to your existing Knowledge Base.

Adding Resources:

• Click + Add Resource to add more CSV files
• Same upload process as initial file upload
• New files will show “Not Trained” status
• Multiple resources can be added to the same Knowledge Base

Resource Management: Each resource can be managed individually with its own training status.

Retrain Knowledge Base

After adding new resources, retrain the Knowledge Base to include the new files.

Retraining process:

• Start training: Button appears after adding new resources
• Training progress: Shows progress for all resources
• Status updates: Individual resource status updates during training
• Completion: All resources show “Trained” status when complete

Refresh Page: If the “Start Training” button doesn’t appear, refresh the page to see the updated interface.

View in Dashboard

Your Knowledge Base is now available in the main Knowledge Base dashboard.

Dashboard view:

• Knowledge Base card: Shows your created Knowledge Base
• Resource count: Displays number of data sources
• Last updated: Shows creation/update timestamp
• Training status: “Trained” indicator
• Configure button: Click to access the Knowledge Base configuration page

Access Configuration: Click the “Configure” button to return to the training and management page for your Knowledge Base.

Questions & Answers CSV format