Knowledge Documents Best Practices

Provide the AI agent with access to structured datasets/folders uploaded. These folders, once indexed, allow the AI agent to generate more precise and contextually relevant responses.

Example:

If you upload a CSV file containing past customer inquiries and resolutions, the AI agent can use this data to train itself and better respond to common customer service questions.

By leveraging these external tools through structured document management, you can significantly enhance the performance of your AI model, ensuring it provides more accurate, contextually relevant, and reliable responses based on the rich information organized by customers.

Recommended File Types for AI Agent Dataset Enrichment

Here's a table summarizing the recommended file types for enriching your AI Agent dataset based on the topic category and sub-category:

Topic Category & Sub-CategoryRecommended File Type(s)Reason
Text Content
Long-form Articles, Blog Posts, Product Descriptions, Manuals & Documentation, News Articles, Research Papers, Creative WritingTXT, Markdown (MD), DOCX, HTML, JSONL, PDFChoose based on formatting complexity and desired structure. TXT & MD for plain text. DOCX for complex formatting. HTML for web-based presentation. JSONL for structured data. PDF for preserving layout.
User Reviews, FAQsTXT, Markdown (MD), JSONLSimple formatting or structured data formats work well for user reviews and FAQs.
Social Media Posts, Email CorrespondenceTXT, JSONLPlain text formats or JSONL for structured data capture social media and email content.
Structured Data
Customer Feedback Surveys, Sales Data (Transaction History), Product Catalogs, User Profiles, Inventory Lists, Financial Reports, Website Analytics, Contact Lists, Project Plans, Service Level Agreements (SLAs)CSV, Excel (XLSX)Tabular data formats like CSV and Excel are ideal for structured data with clear organization.
Training Data for Machine Learning ModelsSpecific to Model Requirements (often CSV, JSON, or custom formats)Training data for machine learning models may have specific format requirements depending on the model type. Consult the model documentation.

What’s Next

On the following page, you'll find the steps for managing and updating uploaded files at specific intervals.