> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hellotars.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Learn how to create Knowledge Base from CSV files

> Import structured data from CSV files into your knowledge base

<Info>
  **CSV Knowledge Base options**: You can create knowledge bases from two types of CSV files:

  * **Table (CSV)**: For structured tabular data with multiple columns
  * **Questions & Answers (CSV)**: For Q\&A pairs with two columns (Question, Answer)

  Both follow the same training process and workflow described below.
</Info>

### Creating CSV Knowledge Base

<Steps>
  <Step title="Click Table CSV Card" icon="table">
    Click on the `Table (CSV)` card to start creating a Knowledge Base from CSV files.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/csv/step-1-click-card.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=679ae89b9c337ded1582913c0d835e1d" alt="Knowledge Base page showing Table CSV card option" width="1933" height="976" data-path="images/dashboard/knowledge/csv/step-1-click-card.png" />
    </Frame>

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

    <Note>
      **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.
    </Note>
  </Step>

  <Step title="Configure Knowledge Base" icon="gear">
    In the modal, set up your Knowledge Base details:

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/csv/step-2-configure-kb.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=91461032b1cc7ddc36636f6d1ec66b67" alt="Add Knowledge Base modal with CSV configuration" width="1930" height="981" data-path="images/dashboard/knowledge/csv/step-2-configure-kb.png" />
    </Frame>

    **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

    <Info>
      **CSV format**: Ensure your CSV file contains structured tabular data with proper headers for optimal processing.
    </Info>
  </Step>

  <Step title="Knowledge Base created" icon="plus">
    After clicking `Add Knowledge Base`, you're redirected to the Knowledge Base configuration page.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/csv/step-3-pre-training.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=8710288708bda9bd041730c97c78ce40" alt="Knowledge base configuration page with training options" width="1941" height="981" data-path="images/dashboard/knowledge/csv/step-3-pre-training.png" />
    </Frame>

    **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

    <Info>
      **Training required**: Your Knowledge Base must be trained before it can be used by AI Agents.
    </Info>
  </Step>

  <Step title="Start training" icon="play">
    Click the `Start training` button to begin processing your CSV file.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/csv/step-3-while-training.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=674097d6dab39a86c0983a51339dc0e4" alt="Training progress with percentage and status" width="1941" height="981" data-path="images/dashboard/knowledge/csv/step-3-while-training.png" />
    </Frame>

    **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."

    <Check>
      **Training in Progress**: Wait for training to complete before using the Knowledge Base.
    </Check>
  </Step>

  <Step title="Training complete" icon="circle-check">
    Once training is finished, your Knowledge Base is ready for use.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/csv/step-6-training-complete.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=82c14613bb235d5f3829b3046aaa4b81" alt="Training complete with success message" width="1941" height="981" data-path="images/dashboard/knowledge/csv/step-6-training-complete.png" />
    </Frame>

    **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

    <Check>
      **Knowledge Base Ready**: Your CSV Knowledge Base is now trained and ready to be used by AI Agents.
    </Check>
  </Step>

  <Step title="Add more resources (optional)" icon="plus">
    You can add additional CSV files to your existing Knowledge Base.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/csv/step-4-add-new-data-source.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=a04115eb5946f9ec5ce16bc943a6200a" alt="Add more data resources to existing Knowledge Base" width="1939" height="981" data-path="images/dashboard/knowledge/csv/step-4-add-new-data-source.png" />
    </Frame>

    **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

    <Info>
      **Resource Management**: Each resource can be managed individually with its own training status.
    </Info>
  </Step>

  <Step title="Retrain Knowledge Base" icon="rotate">
    After adding new resources, retrain the Knowledge Base to include the new files.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/csv/step-5-re-train-for-new-data-source.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=c08fad2c265b397a5d9d2a1e33f351fc" alt="Retraining process with new resources" width="1941" height="981" data-path="images/dashboard/knowledge/csv/step-5-re-train-for-new-data-source.png" />
    </Frame>

    **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

    <Tip>
      **Refresh Page**: If the "Start Training" button doesn't appear, refresh the page to see the updated interface.
    </Tip>
  </Step>

  <Step title="View in Dashboard" icon="eye">
    Your Knowledge Base is now available in the main Knowledge Base dashboard.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/csv/step-7-find-new-kb-in-my-kbs.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=204f5daca269cdf80eed9b391764aef5" alt="Knowledge base visible in dashboard with configure option" width="1962" height="982" data-path="images/dashboard/knowledge/csv/step-7-find-new-kb-in-my-kbs.png" />
    </Frame>

    **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

    <Info>
      **Access Configuration**: Click the "Configure" button to return to the training and management page for your Knowledge Base.
    </Info>
  </Step>

  <Step title="Questions & Answers CSV format" icon="circle-question">
    For Q\&A format CSV files, follow the same process using the `Questions & Answers (CSV)` card.

    **Q\&A CSV format requirements:**

    * **Two columns only**: Question and Answer columns
    * **Header row**: First row should contain "Question" and "Answer" headers
    * **Sample format**: Download the sample CSV file to see the exact format
    * **Training process**: Same upload and training workflow as Table CSV

    **Q\&A CSV benefits:**

    * Direct question-answer pairs for immediate knowledge access
    * Perfect for FAQ databases and support knowledge
    * Optimized for conversational AI responses

    <Tip>
      **Sample File**: Download the sample Q\&A CSV file from the upload modal to ensure proper formatting before uploading your data.
    </Tip>
  </Step>
</Steps>
