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Step 4: Upload Files

After you have finished configuring, debugging, and successfully publishing your knowledge pipeline, you can upload files by navigating to the document list page:

Upload Process​

1. Select Data Source​

Choose an upload method from the data source types configured in the pipeline. Currently, XpertAI supports the following data sources:

  • Local file upload (pdf, docx, txt, markdown, etc.)
  • Remote file systems (such as S3, FTP, etc.)
  • Online drives (in development)
  • Online documents (such as Feishu Docs)
  • Web crawling (such as Firecrawl and other plugins)

You can also find more data source support in the XpertAI Plugin Marketplace.

Tip:

Even if you have configured a knowledge pipeline for your knowledge base, you can still use the basic configuration mode to upload files directly, without processing them through the pipeline. This allows your knowledge base to support both automated processing and flexible manual additions or quick testing scenarios.

2. Fill in File Processing Parameters and Input Variables​

If user input fields were defined during pipeline configuration, you will need to fill in the corresponding parameters and variables when uploading files. After completing the form, you can click Preview Segmentation to view how the document will be chunked. Once confirmed, click Save and Process to start creating and processing the knowledge base document.

3. Document Processing and Progress Tracking​

After the file upload is complete, the system will automatically start the document processing workflow. You can monitor the processing progress of each file in real time. Once embedding is complete, click Go to Document to enter the knowledge base page.

4. View File List​

After entering the knowledge base document interface, you can view:

  • The number of uploaded files
  • The processing status and progress of each file
  • Whether embedding is complete and the file is available

On this page, you can also reprocess, delete, or append files to documents, making it easy to maintain the latest content in your knowledge base.