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Overview

Knowledge base items can be created in three ways:
  • Text Items: Direct text input
  • File Items: Upload documents
  • URL Items: Import web content
All items are processed automatically after creation. Processing time varies by type: Text (instant), URL (depends on content and nested links), Files (depends on the uploaded file).

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Choose Your Item Type

Select the type of item you want to create:

Text Items

Create items by entering text content directly into the platform. Perfect for FAQs, policies, and quick reference materials.

File Items

Upload documents like PDFs, Word files, and other supported formats. Ideal for manuals, documentation, and comprehensive guides.

URL Items

Import content from web pages and sitemaps. Great for online documentation, product pages, and frequently updated content.

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Draft Management

The system automatically saves drafts as you work:

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Auto-Save Features

  • Local Storage: Drafts saved to browser localStorage
  • Persist Across Sessions: Drafts survive browser close
  • Separate Drafts: One draft per item type (Text, File, URL)
  • Warning on Navigation: Alert before leaving with unsaved changes

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Draft Indicators

When you return to create an item:
  • Badge shows “Continue with saved draft”
  • Draft description shows what’s ready
  • One-click resume of previous work

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Draft Lifecycle

  1. Start Creation: Begin adding an item
  2. Fill Form: Enter name, content, files, or URLs
  3. Navigate Away: Draft automatically saved
  4. Return Later: Draft loads automatically
  5. Complete and Save: Draft removed after successful creation
Use drafts to work on multiple items over time. Your progress is always saved automatically.

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Validation and Error Handling

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Inline Validation

The system validates input in real-time: Text Items:
  • Name length (1-100 characters)
  • Content length (50-5,000 characters)
  • Whitespace checks
File Items:
  • File size (max 21MB)
  • File format (supported extensions)
  • File name length (1-100 characters)
URL Items:
  • URL format (must be HTTPS)
  • Domain validation
  • Media URL detection

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Error Messages

Common validation errors:
  • “Name is required”: Name field is empty
  • “Name must be 1-100 characters”: Name too short or long
  • “Content must be at least 50 characters”: Text content too short
  • “Content cannot exceed 5,000 characters”: Text content too long
  • “File size exceeds 21MB”: File too large
  • “Invalid URL format”: URL doesn’t start with https://
  • “Media URLs are not supported”: URL points to media file

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Toast Notifications

Success and error messages appear as toast notifications:
  • Success: “Item created successfully”
  • Error: Specific error message with details
  • Processing: “Item is being processed”

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Storage Quota Management

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Visual Storage Display

The system displays:
  • Current storage usage
  • Storage limit for your plan
  • Visual progress indicator
  • Percentage used

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Quota Enforcement

When you reach your storage limit:
  • Add buttons disabled: Cannot create new items
  • Clear messaging: Shows why buttons are disabled
  • Upgrade prompt: Suggests upgrading plan

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Plan Limits

PlanStorage Limit
Free1 MB
Starter5 MB
Creator10 MB
Pro50 MB
Business100 MB
Enterprise300 MB
Storage limits apply to the total size of all knowledge base items. Delete unused items or upgrade your plan to add more content.

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Next Steps

After creating items:
  1. Monitor Processing Status - Track item processing
  2. Manage Items - Organize and filter your knowledge base
  3. Add to Agents - Use items in your agents
  4. Review Best Practices - Optimize your knowledge base

Text Items

Step-by-step guide for creating text items

File Items

Step-by-step guide for uploading documents

URL Items

Step-by-step guide for importing URLs

Managing Items

Learn how to organize and filter your knowledge base

Status Lifecycle

Understand processing states and error handling

Best Practices

Optimize your knowledge base for best results