How It Works
Kortix automatically processes uploaded files to make them searchable and accessible to your agents:- Upload files to organized folders
- AI generates summaries of each file’s content
- Assign knowledge to specific agents
- Agents retrieve context when relevant to user queries
Creating Folders
Organize your knowledge base with folders:Folder Management
Each folder can contain multiple files and be assigned to one or more agents:Uploading Files
Supported File Types
The knowledge base supports multiple file formats:- Documents:
.txt,.md,.pdf,.docx - Data:
.json,.csv,.xml,.yml - Code:
.py,.js,.java, and other text-based formats
File Size Limits
- Maximum file size: 50MB per file
- Total storage: 50MB per account (across all files)
Upload via API
File processing happens in the background. The AI generates a summary within seconds, which you can view in the file details.
File Processing
When you upload a file, Kortix processes it automatically:Content Extraction
The system extracts text from various file formats:AI Summary Generation
An AI model analyzes the content and generates a concise summary:Assigning Knowledge to Agents
Connect your knowledge base to specific agents:View Agent Assignments
Update Agent Assignments
Managing Entries
List Files in a Folder
Update Entry Summary
You can manually edit the AI-generated summary:Download File Content
Move Files Between Folders
Delete Files
How Agents Use Knowledge
When assigned to an agent, knowledge base content is automatically:- Indexed for semantic search
- Retrieved when relevant to user queries
- Injected into the agent’s context
- Cached for performance
Cache Invalidation
The system automatically invalidates caches when:- Files are added or removed
- Summaries are updated
- Agent assignments change
- Folders are deleted
Best Practices
Organize with purpose
Organize with purpose
Create folders that align with specific use cases or agent responsibilities. For example:
- “Customer Support” folder for support agents
- “Product Specs” folder for sales agents
- “Engineering Docs” folder for technical agents
Keep summaries clear
Keep summaries clear
The AI-generated summaries help agents understand when to use each document. Review and edit summaries to ensure they’re accurate and helpful.
Monitor file sizes
Monitor file sizes
Stay within the 50MB total limit by:
- Removing outdated files
- Compressing large documents
- Splitting large files into smaller, focused documents
Use descriptive filenames
Use descriptive filenames
Clear filenames help both you and the AI understand content at a glance:
- Good:
customer-onboarding-guide-v2.pdf - Bad:
doc1.pdf
Troubleshooting
Upload Fails
- Check file size: Ensure the file is under 50MB
- Check total storage: Verify you haven’t exceeded the 50MB account limit
- Verify file type: Only supported formats can be uploaded
Summary Not Generated
- Wait for processing: Background processing can take 10-30 seconds
- Check file content: Empty or corrupted files won’t generate meaningful summaries
- Review logs: Server logs will show any processing errors
Agent Not Using Knowledge
- Verify assignment: Ensure the entry is assigned to the agent
- Check query relevance: Knowledge is only retrieved when semantically relevant
- Clear cache: Try invalidating the agent’s cache manually
API Reference
Endpoints
| Method | Endpoint | Description |
|---|---|---|
| GET | /knowledge-base/folders | List all folders |
| POST | /knowledge-base/folders | Create a folder |
| PUT | /knowledge-base/folders/{id} | Update folder |
| DELETE | /knowledge-base/folders/{id} | Delete folder |
| POST | /knowledge-base/folders/{id}/upload | Upload file |
| GET | /knowledge-base/folders/{id}/entries | List folder entries |
| GET | /knowledge-base/entries/{id}/content | Get file content |
| PATCH | /knowledge-base/entries/{id} | Update entry |
| DELETE | /knowledge-base/entries/{id} | Delete entry |
| PUT | /knowledge-base/entries/{id}/move | Move entry |
| GET | /knowledge-base/agents/{id}/assignments | Get agent assignments |
| POST | /knowledge-base/agents/{id}/assignments | Update assignments |