How to attach knowledge to a bot

Goal

Make a custom bot an expert on your files by adding them to its Knowledge.

Quick path

1. Open the bot in Bot Builder → Configure.
2. In the Knowledge section, add files (upload or pick from your Knowledge Bank).
3. Publish Changes.

Step-by-step

1. Open the bot in Bot Builder and go to the Configure tab.

2. Find the Knowledge section. Drop files in directly, or add them from your Knowledge Bank. Files attached here are encrypted end-to-end and used only by this bot.

   

3. Mind the limits. A bot's Knowledge section holds up to 5 CSV/XLSX spreadsheets (plus other supported file types — see Supported file types and size limits).

4. Publish Changes. The bot can now reference those documents in its answers.

Bot Knowledge vs. the Knowledge Bank

These are different:

• A bot's Knowledge (here) makes that specific bot an expert on the files. The files stay with the bot.
• The Knowledge Bank is your platform-wide file library that you can attach to any chat or bot.

Verify it's working

• Open the bot in a chat and ask it about something only in the attached file — it should answer from the document.

Still stuck?

If the bot can't seem to read a file, see Bot cannot access uploaded documents. Email success@boodle.ai — typical response within 8 business hours.