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What is this?

Normally the AI answers from what it already knows. But you can also give it your own documents — a PDF, a report, meeting notes — and then ask questions about those. The AI reads your files and answers based on what’s actually in them. The technical name for this is RAG (retrieval-augmented generation), but you don’t need to remember that. Just think of it as:
“Read this, then answer my questions about it.”

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When is this useful?

  • “What does our return policy say about damaged items?” (from a policy PDF)
  • “Summarize the key decisions from these meeting notes.”
  • “Find every mention of pricing in this contract.”
  • “What are the main points across these 5 documents?”
Instead of reading everything yourself, you ask, and the AI finds the answer inside your files.

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How to use it

1

Upload your document

Go to the place where you add knowledge — this is usually inside an App (on its Knowledge or Data section) or your Storage area. Click Upload and choose your file.
An upload area for adding documents to the AI's knowledge

Uploading a document so the AI can read and answer questions about it.

2

Wait for it to be ready

After uploading, the AI needs a moment to “read” the document (you might see a status like processing or ready). This usually takes a few seconds to a minute.
3

Ask a question

Now ask about the content in plain words:
According to the uploaded handbook, how many vacation days do new employees get?
A chat answer that cites the uploaded document

Asking a question and getting an answer drawn from your document.

4

Check the source

Good answers often show where they came from in your document, so you can trust and verify them. Look for a citation or a highlighted snippet.

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Tips for good results

  • Upload clean files. Clear, text-based PDFs work best. Very blurry scans are harder to read.
  • Ask specific questions. “What’s the refund window?” beats “tell me about refunds.”
  • Add more documents for broader questions — the AI can look across all of them.
  • Ask for the source. “Which section is that from?” helps you double-check.
Your uploaded documents stay in your workspace. They’re used to answer your questions, not shared publicly.

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Next step

Build your own AI app

Package all of this — a model, instructions, and your documents — into a reusable helper.