Your AI agent can now answer from your files

Give your AI agent the documents your team already uses

Not everything your customers ask about lives in your help center or on your website. Price lists, product manuals, size guides, warranty terms and wholesale conditions often sit in a PDF or a spreadsheet that only your team knows where to find. You can now upload those files straight to your AI agent’s knowledge base, and it answers from them.

Upload PDF, Word, Excel, PowerPoint and CSV files

Add a Files dataset in the AI agent’s knowledge settings and upload your documents: PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx) or CSV, up to 20 MB per file and up to 100 files per dataset. Herodesk reads the text, including text inside images such as a scanned page or a table pasted in as a picture, and indexes it so the agent finds the right passage when a customer asks.

See exactly what the agent reads

Each file shows its status while it is processed, from waiting to processing to ready, along with its number of pages and indexed sections. Open a file to see the indexed text, split into the sections the agent searches. If a file can’t be used, Herodesk tells you why: it is password protected, damaged, too large, or has no text in it.

Only the text is kept

Files are converted to text for the AI agent, and the original file is not stored. Delete a file and the agent no longer answers from it.

The agent checks its sources first

We’ve also made the agent more careful about looking things up. If it is about to answer a question without searching anything, it now searches your knowledge base first, so a file you just uploaded is put to use.

Where to find it

Files are a new data source in the AI agent’s knowledge base, next to help center articles, past conversations, your website, webshop data and product feeds. They come with every AI agent. Read more about the AI agent knowledge base or see how Herodesk AI agents resolve conversations for you.