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Customizations & Advanced Features
Train Your AI Agents Faster with Document & Rich-Text Upload
If you've already built out SOPs, product guides, onboarding materials, or support playbooks — you don't have to recreate that content from scratch to train your AI agents. With Document & Rich-Text Support inside the Unlimited Digital Marketing Knowledge Base, you can upload files directly or write content inline, and your AI agents can start using that information almost immediately.
This tutorial covers how to upload Word documents and PDFs, how to use the built-in rich-text editor, and how to navigate the refreshed Knowledge Base interface — so you can get your agents trained faster without the copy-paste headache.
Why This Matters for Your AI Agents
Most businesses already have a library of written materials — FAQs, service descriptions, client handbooks, internal wikis. Before document upload existed, putting that content into a Knowledge Base meant manually copying and formatting every section. Now you can upload the file directly and let the platform do the work.
The Knowledge Base automatically breaks uploaded documents into structured, searchable chunks aligned with your document's headings. That structure means your AI agents don't just "have" the information — they can actually find and cite the right section when a contact asks a question.
What the Refreshed Knowledge Base Interface Looks Like
Before diving into uploads, it helps to understand how the Knowledge Base is laid out after the recent UI refresh.
When you open any Knowledge Base in Unlimited Digital Marketing, you now land on a Summary view — a snapshot of all connected sources and their current status. Below that, each source type is organized into its own tab: Web Crawler, FAQ, Web Search, Tables, Rich Text, and File Upload all have dedicated sections so you're never scrolling through a mixed list trying to figure out what's what.
This tabbed layout also means that as new source types get added to the platform, they simply appear as new tabs — no interface overhaul required on your end.
The Knowledge Base also now uses a shared component across the platform, so whether you're accessing it through AI Agents, Voice AI, or another tool, the layout and controls are identical every time.
How to Get to Your Knowledge Base
Log in at app.ajaxunion.com.
From your sub-account, navigate to AI Agents.
Click the Knowledge Base tab.
Select an existing Knowledge Base to open it, or click Create New to start fresh.
If you're creating a new one, give it a name and description, then click Save — you'll land directly inside the editor with all source tabs ready to use.
How to Upload a Document (DOC, DOCX, or PDF)
Supported formats: DOC, DOCX, PDF
Before you upload, prep your document for best results:
Remove sensitive information phone numbers, passwords, private client data — anything you don't want your AI agents referencing.
Use clear, descriptive headings. The platform detects heading hierarchy (H1 through H4) to create smarter chunks. A document with well-labeled sections will produce significantly better answers than one that's just a wall of text.
Steps:
Inside your Knowledge Base, click Add Source.
Select File Upload from the options.
Drag and drop your file into the upload area, or click Browse to find it on your computer.
Click Upload Files.
Wait for the status indicator to show Processed — this usually takes under a minute.
Use the arrow icon to preview the file in a new tab, or the bin icon to remove it.
That's it. Once processed, your AI agents connected to that Knowledge Base can immediately begin using the content.
Note on images: Only text is extracted from uploaded files. Charts, diagrams, and embedded images inside a Word doc or PDF are skipped. If visual content carries important information, recreate that content as a Rich Text entry so your agents can access it.
How to Use the Rich-Text Editor
The Rich Text tab gives you a built-in text editor inside the Knowledge Base — no file needed. Use it to:
Write new content directly in the platform
Add quick updates or corrections without touching an external document
Include information that doesn't exist in a formal document yet
Supplement uploaded files with context that didn't make it into the original
Steps:
Inside your Knowledge Base, go to the Rich Text tab.
Click into the editor and write or paste your content.
Apply formatting — headings, bold, bullet points — to help structure the content clearly.
Click Save.
Rich-text entries and uploaded files are stored completely separately. Adding or editing a rich-text entry will never overwrite an uploaded document, and vice versa.
Building a Knowledge Base with Multiple Source Types
Document upload and rich text are most powerful when used alongside the other source types already available in your Knowledge Base. A well-rounded Knowledge Base might look like this:
Web Crawler pointing to your main website pages
FAQ entries for your most-asked questions
File Upload for detailed internal documents — service guides, onboarding decks, SOPs
Rich Text for quick additions, corrections, or content that doesn't have a home in any existing file
Tables for structured data like pricing, inventory, or client records (covered in a separate guide)
Each source type handles a different kind of content. Together, they give your AI agents the broadest and most accurate knowledge base possible.
Frequently Asked Questions
What file types can I upload to the Knowledge Base?
The platform accepts DOC, DOCX, and PDF files up to the standard size limits.
Do embedded images get imported when I upload a file?
No — only text is extracted. Images inside uploaded files are skipped entirely. If that visual content is important for your agents to reference, recreate it as a Rich Text entry.
How long does it take for uploaded content to be available to my agents?
Most files are processed and available within a minute, sometimes immediately depending on file size.
Will adding a rich-text entry affect my uploaded files?
No. The two source types are stored separately. You can freely add, edit, or delete rich-text entries without impacting any uploaded documents.
Can I have multiple uploaded files in the same Knowledge Base?
Yes. Each upload is added as its own source. You can have as many uploaded files as you need alongside rich-text entries, FAQs, and other sources.
I don't see the new tabbed layout yet — is something wrong?
The refreshed Knowledge Base UI is rolling out progressively. If you don't see the Summary view or tabbed layout yet, it will appear automatically as the update reaches your account. No action is needed.
Get Your Existing Content Working for You
You've already done the hard work of writing your guides, SOPs, and support docs. Now put them to work inside your AI agents. Upload your files, write directly in the editor, and combine source types to give your agents the full picture they need to respond accurately.
Log in to app.ajaxunion.com, navigate to AI Agents → Knowledge Base, and start adding your documents today. For more tutorials and platform guides, visit UnlimitedDigitalMarketing.com.
