Knowledge Files
The Knowledge Files subpage lists the documents you have uploaded to an agent's knowledge base.
Page type: ListPart Source table:
Smart Agent Knowledge FileObject:Page 72778306 "SA Agent KS Files Sub QUA"—Page.72778306.SAAgentKSFilesSub.al
The Knowledge Files subpage lists the documents you have uploaded to an agent's knowledge base. The agent can search and cite these files when answering questions. It is embedded in the Smart Agent card and is visible only when the Knowledge Base capability is enabled on the agent.
In plain terms
A knowledge base is a set of documents you give the agent to read — return policies, product sheets, internal procedures, contracts. When a user asks something the answer to which lives in those documents, the agent finds the relevant passages and uses them in its reply.
Unlike a normal file attachment, the agent can actually read and quote these documents, not just store them. (Behind the scenes this is called RAG; you don't manage any of that — you just upload files here.)
When to use this vs BC data: use knowledge files for facts that live in documents (policies, manuals). For facts that live in BC tables (customers, orders, balances), use BC Data Access and tool configurations instead.
Worked example. Upload your "Returns & Warranty Policy.pdf" to a Customer Service agent. A user asks "Can a customer return an opened item after 20 days?" and the agent answers from your actual policy wording rather than guessing.
How to open it
- This page is embedded in the Smart Agent card. Enable Knowledge Base in the Capabilities group to reveal it.
- You can also open it as a standalone page from the Related menu on the agent card by choosing Published Channels or by navigating directly to the subpage through an action.
Fields
Knowledge Files (repeater)
| Field | Type | Description |
|---|---|---|
| File Name | Text | The original file name. |
| File Type | Text | The file format. |
| File Size (KB) | Integer | The file size in kilobytes. Read-only. |
| Status | Enum | The processing status of this file. Values: Uploading, Ready, Error. Read-only. |
| Uploaded At | DateTime | When this file was uploaded. Read-only. |
Actions
| Action | What it does |
|---|---|
| Upload File | Upload a file to this agent knowledge base. The agent must be activated before uploading. |
| Download / Open | Download the original file to open or save it locally. A local copy is available only for files uploaded after local retention was enabled — re-upload older files to enable download. |
| Update / Replace File | Replace this knowledge file with a new version. The old file is removed from the agent knowledge base and the new one is uploaded. |
| Delete | Delete this knowledge file. Also removes it from the backend knowledge base. Prompts for confirmation. |
Related pages
- Smart Agent (card) — parent page that embeds this subpage
Notes
- The agent must be activated (status Active with a backend ID assigned) before you can upload files. Attempting to upload to a draft agent shows an error asking you to activate first.
- If the agent record has not been saved yet, you must save it (for example, press Ctrl+S after entering the name) before uploading.
- The Status column is color-coded: Ready = green, Uploading = amber, Error = red.
- Local copies of uploaded files are retained so you can use Download / Open or Update / Replace File. Files uploaded before this retention feature was introduced do not have a local copy and must be re-uploaded to enable download.
- Update / Replace File removes the previous version from the agent's knowledge base before uploading the replacement, so stale knowledge is not retained.