For content that doesn’t live at a URL — PDFs, exported docs, spreadsheets — create a Files source and upload directly. Each file is normalized to markdown, chunked, and embedded like any other source, and becomes a document you can inspect, restrict, or delete individually.

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Upload files

1

Create a Files source

In the dashboard, open Project → Sources → Add source and choose Files. Optionally add a description (e.g. “Product manuals”) to keep multiple file collections organized.
2

Upload your documents

Drag and drop files onto the source, or click Upload. You can upload several at once; each file reports success or failure individually.
3

Verify

Uploaded files appear under Project → Documents once processed. Ask a question answered only in an uploaded file to confirm it’s retrievable.

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Accepted formats & limits

Uploading from a script or CI job? Files can also be pushed via the API’s multipart upload endpoint on the source — handy for publishing generated PDFs automatically.

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Updating content

There’s no crawl to re-run — a Files source changes only when you upload new files or delete documents. To replace a stale file, delete its document and upload the new version.
The Sync button is a no-op for Files sources, by design.

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Good to know

  • PII masking applies at upload time too, so sensitive identifiers in uploaded documents are masked before storage.
  • Mark internal files restricted so they answer only for workspace members — see Roles & Permissions.