Adding Other Knowledge

Adding Knowledge Files at the Agent Level

The Knowledge Tab of the Agent Builder lets you add files directly to an individual agent. These files are available to that agent on every request — regardless of which account is being discussed.

How to Upload Files in the Knowledge Tab

1. Select "Add File"
2. Locate the file(s) you wish to upload (multiple can be selected at once)
   • All file formats are supported — there are no restrictions on file type, except:
     • Image files are only supported directly in conversation with an Agent — not in Agent Knowledge.
   • 30 MB limit per individual file
   • 50 MB limit per upload request; recommended to add files one at a time to work around this limit
   • No limit on the total number of files that can be uploaded
3. Once uploaded, the system auto-generates a file description the Agent uses to determine when to reference the file. To view/edit: select the More Actions icon → Edit.
4. The popup shows the AI-generated description. Ensure it covers:
   • What the file contains
   • When the agent should use the file
   • Any important context or limitations

The Agent references the text content of uploaded files using both the filename and description to determine relevance. Images, charts, and color blocks within files are not understood by the Agent.

Note: Auto-generation of file descriptions was released on 1/29/26. Files added before this date will not have an auto-generated description — please add one manually.

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The text content of files gets inserted into the Context Window (only when needed), which has a token limit. Keep this in mind when uploading many or lengthy files to a single Agent. Learn more about Context Windows here.

Adding from Google Drive (Agent Level)

In addition to uploading files from your computer, you can add files directly from a connected Google Drive account.

How to add a file from Google Drive:

1. Open the Knowledge Tab in the Agent Builder.
2. Select "Add from Google Drive".
3. Browse your connected Drive account and select the document you want to attach.
4. The file is added as a source the agent can reference.

Prerequisite: A connected Google Drive account is required to use this option. If Google Drive is not connected, you can still add files from your computer as described above.

How agent-level Drive files stay current:

On each new conversation turn, the agent checks Google Drive for the latest version of the file. This means any edits made in Drive are picked up on the agent's next response — no manual re-upload is needed. Sync is on-demand (triggered per conversation turn), not continuous real-time sync.

Revoked access:

If access to a Drive file is later revoked, the agent will stop using that file automatically.

Adding from SharePoint (Agent Level)

You can also add files directly from a connected SharePoint account, right alongside your Google Drive files.

Prerequisites — connect SharePoint in three steps:

1. Go to the Datasources page and add SharePoint as a Network.
2. In Data Cloud, connect your SharePoint account by adding its credentials.
3. Once connected, your SharePoint account is available anywhere you add knowledge files.

How to add a file from SharePoint:

1. Open the Knowledge Tab in the Agent Builder.
2. Select "Add from SharePoint".
3. Browse or search your SharePoint sites and select the file(s) you want.
4. The file is added as a source the agent can reference.

How agent-level SharePoint files stay current:

When a file changes in SharePoint, the agent uses the updated version automatically — no manual re-upload needed. Each file links back to its original location in SharePoint.

Revoked access:

If access to a SharePoint file is later revoked, the agent will stop using that file automatically — the same behavior as Google Drive.

File limits:

File size limits for SharePoint files are the same as for Google Drive (30 MB per file / 50 MB per upload).

Bob-Generated Knowledge Files

In addition to uploading files manually, Agent Builder Bob can create Knowledge Files for your Agent automatically during the agent-building process.

When Bob creates a file, it appears in the Knowledge tab alongside your uploaded files. You can distinguish between the two:

• Bob-generated files — Bob can create, edit, and delete these files. They are marked as Bob-generated in the file listing.
• User-uploaded files — Files you upload manually are protected. Bob can read them to understand the full context of your Agent's knowledge, but he cannot edit or delete them.

This distinction ensures that your manually curated content remains intact while still giving Bob the flexibility to manage the files he creates.

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For more details on how Bob creates and manages Knowledge Files, see Agent Builder Bob — Manage Knowledge Files.

Adding Knowledge at the Account Level

Agent Knowledge is available to all NinjaCat organizations. It gives you a dedicated space on the Account Command Center to attach account-specific context — instructions and Knowledge Files — directly to an individual account.

Why it matters

As you scale AI Agents across many client accounts, loading every client's context into the agent itself becomes unmanageable. Agent Knowledge solves this: context lives outside the agent, attached to each account, and is pulled in automatically only when that account is relevant to the conversation. No re-uploading, no bloated agent configurations, no risk of one client's context bleeding into another's work.

What you can configure

Inside Agent Knowledge, eligible users can set two things at the account level:

• Agent Instructions — A free-form text field for guidance that should always travel with the account. Examples:
  • Tone and voice ("formal", "casual", "use the client's terminology")
  • Reporting cadence and format preferences
  • Escalation rules and stakeholder preferences
• Knowledge Files — Account-specific files the agent can reference when working on this account. Examples:
  • Brand and style guidelines
  • SLA and billing rules
  • Annual advertising goals and KPIs the customer actually cares about
  • Any other context that's specific to this client

File limits

• Maximum 30 MB per Knowledge File
• Maximum 50 Knowledge Files per account
• Images are not supported

How to Add a Knowledge File at the Account Level

From your computer:

1. Navigate to the account's Agent Knowledge area in the Account Command Center.
2. Select "Add File" and locate the file on your computer.

From Google Drive:

1. Navigate to the account's Agent Knowledge area in the Account Command Center.
2. Select "Add from Google Drive".
3. Browse your connected Drive account and select the document to import.

Prerequisite: A connected Google Drive account is required to use the "Add from Google Drive" option. If Google Drive is not connected, you can still add files from your computer.

How account-level Drive files are identified:

Files imported from Google Drive display a "View in Drive" action in place of the standard Download option, so you can always trace a file back to its source.

How account-level Drive files stay current:

Account-level Drive files refresh automatically whenever you @mention that account in a conversation. The agent retrieves the latest version of the file from Google Drive at that point, keeping the knowledge current with the source. Sync is on-demand (triggered by the @mention), not continuous real-time sync.

From SharePoint:

1. Navigate to the account's Agent Knowledge area in the Account Command Center.
2. Select "Add from SharePoint".
3. Browse or search your SharePoint sites and select the file(s) you want.

Prerequisite: SharePoint must be connected via the Datasources page (add as a Network) and Data Cloud (add credentials) before this option is available.

How account-level SharePoint files are identified:

Files imported from SharePoint display a "View in SharePoint" action so you can always trace a file back to its source.

How account-level SharePoint files stay current:

Account-level SharePoint files refresh automatically whenever you @mention that account in a conversation — the same behavior as Google Drive. The agent retrieves the latest version from SharePoint at that point.

How it works

When a user @-mentions an account in an AI Agent conversation, the agent:

1. Checks that account's Agent Knowledge.
2. Picks up any stored agent instructions and Knowledge Files (including the latest versions of any Drive- or SharePoint-sourced files).
3. Appends them to its working context for that request.

The result: the agent has everything it needs to work on that account — without any extra setup on your end.

Permissions

Access respects your existing account permissions. The agent only surfaces account-level Agent Knowledge for accounts the user is already permitted to view. There is no cross-contamination between clients.

Attaching Files Directly in a Conversation

In addition to agent-level and account-level Knowledge Files, you can attach files directly within an agent conversation as a one-time upload for that session. SharePoint files are supported here as well.

How to attach a SharePoint file in a conversation:

1. In the conversation input area, select the attachment icon.
2. Choose "Add from SharePoint".
3. Browse or search your SharePoint sites and select the file(s) you want.
4. The file is attached to your message and available to the agent for that conversation.

Prerequisite: SharePoint must be connected via the Datasources page and Data Cloud before this option is available.

Agent-Level vs. Account-Level Knowledge Files