Use uploaded files with generative answers nodes

You can upload your own files at the topic level to use with generative answers nodes. The files are used across your agent, but you can specify individual nodes that shouldn't use uploaded files.

When an agent user asks a question, and the agent doesn't have a defined topic to use, the agent generates an answer from your uploaded files. The agent uses generative AI to answer the user's question and provides an answer in a conversational style.

Uploaded files are stored securely in Dataverse. The number of files you can upload is limited by the available file storage for your Dataverse environment.

Image, audio, video, and executable files aren't supported. See Supported file types at the end of this article for a full list.

Prerequisites

• One or more supported file types, each of which can be up to 512 MB.

Uploading a file

To upload a file as a knowledge source in a generative answers node, perform the following steps:

1. Open the agent.

2. Select Topics.

3. Select the topic with the generative answers node you want to add files to or Add a topic.

4. In the Create generative answers node for the topic, select the More icon (…) of the node, and then select Properties. The Create generative answers properties pane appears.

   Note

   For information on how to add a generative answers node itself, see Add a generative answers node.

5. Under Knowledge sources, select Add knowledge. Ensure that Search only selected sources is turned on.

6. Upload the file by either drag and drop, or browsing to the file ___location.

7. Select Add to agent to finish adding the knowledge source.

After uploading your files

• Once uploaded, your content in the file might take a few minutes to be ready for use by the agent. When the file is ready, the status of the file changes from In progress to Ready.

• Uploaded files create new copies and don't overwrite existing files, even if they have the same name.

• The uploaded file becomes part of the agent solution, therefore exporting and importing an agent solution includes the files.

Deleting a file

To delete a file as a knowledge source in a generative answers node, perform the following steps:

1. Open the Knowledge page for an agent.

2. Locate the file you want to delete and select More options (...) then select Delete.

3. Confirm you want to delete the file by selecting Delete.

Download a file

To download a file as a knowledge source in a generative answers node, perform the following steps:

1. Open the Knowledge page for an agent.

2. Locate the file you want to download and select More options (...) then select Download.

Disable files as a data source for a generative answers node

Files used as a data source for the agent are used as a data source by default for all generative answers nodes.

To exclude a specific generative answers node from using files as a data source:

1. Open the topic with the generative answers node you want to exclude.

2. On the top menu bar, select More options > Open code editor.

3. Insert the following lines of code immediately after the line variable: Topic.Answer:

   fileSearchDataSource:
       searchFilesMode: 
          kind: DoNotSearchFiles
   

4. Select Save at the top of the page.

Supported file types

• Word (doc, docx)
• Excel (xls, xlsx)
• PowerPoint (ppt, pptx)
• PDF (pdf)
• Text (.txt, .md, .log)
• HTML (html, htm)
• CSV (csv)
• XML (xml)
• OpenDocument (odt, ods, odp)
• EPUB (epub)
• Rich Text Format (rtf)
• Apple iWork (pages, key, numbers)
• JSON (json)
• YAML (yml, yaml)
• LaTeX (tex)