> ## 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 PDF files

> Upload and process PDF documents for your knowledge base

Transform your PDF documents into intelligent knowledge bases that power your AI Agents. This method processes and organizes PDF content to create comprehensive knowledge repositories.

### What you get

* **Text extraction** from PDF documents
* **Content organization** and indexing for optimal search
* **Support for multiple PDF files** in a single Knowledge Base
* **Efficient processing** for large document collections

### Perfect for

* **Technical manuals** and product documentation
* **Research papers** and academic publications
* **Legal documents** and contracts
* **Training materials** and educational content

### Step-by-step creation process

<Steps>
  <Step title="Click PDF card" icon="file-pdf">
    Click on the `Documents (PDF)` card to start creating a Knowledge Base from PDF files.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/pdf/step-1-click-pdf-card.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=0a51cbee67f8fa05ddd063772b833c62" alt="Knowledge Base page showing PDF card option" width="1933" height="978" data-path="images/dashboard/knowledge/pdf/step-1-click-pdf-card.png" />
    </Frame>

    This opens the "Add Knowledge Base" modal where you can configure your PDF Knowledge Base.
  </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/pdf/step-2-kb-details-modal-opens.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=32d5db8f7dfa314f8a1cd12e623fd326" alt="Add Knowledge Base modal with PDF configuration" width="1936" height="981" data-path="images/dashboard/knowledge/pdf/step-2-kb-details-modal-opens.png" />
    </Frame>

    **Required information:**

    * **Name**: Enter a name for your Knowledge Base (e.g., "pdf knowledge").
    * **Upload resources**: Add your PDF files to the Knowledge Base.

    **File upload options:**

    * Drag and drop PDF files into the upload area.
    * Click "browse files" to select files from your computer.
    * Multiple PDF files can be uploaded simultaneously.

    <Info>
      **File requirements**: Only PDF files are supported. Ensure your PDFs
      contain readable text for optimal processing.
    </Info>
  </Step>

  <Step title="Upload files" icon="upload">
    After adding files , click the green `Upload files` button to upload them to
    the platform.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/pdf/step-3-add-files-and-upload.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=854f6b13e3ff95900f1d5e9eb6178b4e" alt="Files selected and ready for upload" width="1936" height="981" data-path="images/dashboard/knowledge/pdf/step-3-add-files-and-upload.png" />
    </Frame>

    **Upload process:**

    * Files are uploaded to cloud storage (AWS S3).
    * Upload progress is displayed with percentage and time remaining.
    * Individual files can be paused or canceled during upload.
    * All files must be uploaded before creating the Knowledge Base.

    <Check>
      **Upload Status**: Wait for all files to complete uploading before
      proceeding to the next step.
    </Check>
  </Step>

  <Step title="Monitor Upload Progress" icon="spinner">
    Track the upload progress of your PDF files.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/pdf/step-4-while-files-upload.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=635670705723fe921dd43d6873627d73" alt="Upload progress showing percentage and time remaining" width="1936" height="981" data-path="images/dashboard/knowledge/pdf/step-4-while-files-upload.png" />
    </Frame>

    **Upload controls:**

    * **Progress bar**: Displays the overall upload progress.
    * **File status**: Shows the status of individual file uploads with options to pause or cancel.
    * **Time remaining**: Provides an estimate of the time left to complete the upload.
    * **Cancel options**: Allows you to pause or cancel individual files or the entire upload.

    <Warning>
      **Upload Interruption**: Cancelling uploads will require you to restart the
      file upload process.
    </Warning>
  </Step>

  <Step title="Upload Complete" icon="check">
    Once all files are uploaded successfully, you can proceed to create the
    Knowledge Base.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/pdf/step-4-after-files-upload.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=1774a7d0d2478a68e303135df4b77dc4" alt="Upload complete with all files ready" width="1936" height="981" data-path="images/dashboard/knowledge/pdf/step-4-after-files-upload.png" />
    </Frame>

    **Upload confirmation:**

    * All files display green checkmarks, indicating successful upload.
    * "Upload complete" status is shown.
    * Files can still be removed using the 'X' icon if needed.
    * Click `Add Knowledge Base` to create the Knowledge Base.

    <Check>
      **Ready to create**: All files are now uploaded and ready for Knowledge Base
      creation.
    </Check>
  </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/pdf/step-5-kb-train-page.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=a5e734780eba34cbcad29fc55ce830bc" alt="Knowledge base configuration page with training options" width="1945" height="981" data-path="images/dashboard/knowledge/pdf/step-5-kb-train-page.png" />
    </Frame>

    **Configuration page features:**

    * **Data resources**: Displays your uploaded PDF files.
    * **Training status**: Shows "Not Trained" status for new files.
    * **Add resource**: Button to add more PDF files.
    * **Start training**: Button to initiate training of the Knowledge Base.
    * **Delete option**: Three dots menu to delete individual resources.

    <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 PDF files.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/pdf/step-6-while-training.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=0132bf1ec128b3b42e24c9fda6d43fc6" alt="Training progress with percentage and status" width="1945" height="981" data-path="images/dashboard/knowledge/pdf/step-6-while-training.png" />
    </Frame>

    **Training phase:**

    * **Initiate training**: Begin by clicking the `Train` button to start the AI processing.
    * **Data reading**: The system reads and imports the stored data resources for processing.
    * **Text chunking**: The text is divided into smaller, manageable chunks for efficient processing.
    * **Embedding generation**: These text 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.

    <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/pdf/step-7-after-train-meta-data.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=3b0ff0c8083df90fdb645590541b41c8" alt="Training complete with file details and word counts" width="1948" height="981" data-path="images/dashboard/knowledge/pdf/step-7-after-train-meta-data.png" />
    </Frame>

    **Training results:**

    * **Status**: "Trained" with a green indicator
    * **File details**: Displays all processed files with their URLs
    * **Word count**: Shows the extracted word count from each file
    * **Success message**: "All resources have been successfully trained"
    * **Progress bar**: Indicates 100% completion

    <Check>
      **Knowledge Base Ready**: Your PDF 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 PDF files to your existing Knowledge Base.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/pdf/step-8-optional-add-more-data-resources.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=f2927a41213b7b072d7906fd0ca0163c" alt="Add more data resources to existing Knowledge Base" width="1948" height="981" data-path="images/dashboard/knowledge/pdf/step-8-optional-add-more-data-resources.png" />
    </Frame>

    **Adding resources:**

    * Click `+ Add Resource` to add more PDF files.
    * Follow the same upload process as the initial file upload.
    * New files will display a "Not Trained" status.
    * You can add multiple resources 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/pdf/step-9-retrain-after-new-data-resource.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=a06a83a2125afe1f63106b2774cc38b9" alt="Retraining process with new resources" width="1941" height="981" data-path="images/dashboard/knowledge/pdf/step-9-retrain-after-new-data-resource.png" />
    </Frame>

    **Retraining process:**

    * **Start training**: The button appears after adding new resources.
    * **Training progress**: Displays progress for all resources.
    * **Status updates**: Provides individual resource status updates during training.
    * **Completion**: All resources display a "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="Training Complete" icon="check-double">
    Final training completion with all resources successfully processed.

    <Frame>
      <img src="https://mintcdn.com/tars-c52ebe98/k37W35HpBrLrDZ5b/images/dashboard/knowledge/pdf/step-10-training-complete.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=6262fd8c3b9db985f98a6258100dd0be" alt="All resources trained successfully" width="1941" height="981" data-path="images/dashboard/knowledge/pdf/step-10-training-complete.png" />
    </Frame>

    **Final status:**

    * **All resources trained**: Green indicators for all files
    * **Training complete**: 100% progress bar
    * **Success message**: "All resources have been successfully trained"
    * **Ready for use**: Knowledge base is fully operational

    <Check>
      **Knowledge Base Complete**: Your PDF Knowledge Base is now fully trained
      and ready for AI Agent integration.
    </Check>
  </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/pdf/step-11-see-new-kb-in-my-kbs.png?fit=max&auto=format&n=k37W35HpBrLrDZ5b&q=85&s=7e52d9e4668bbd8e948488bae5ce94d5" alt="Knowledge base visible in dashboard with configure option" width="1968" height="981" data-path="images/dashboard/knowledge/pdf/step-11-see-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>
</Steps>
