Adding File Sources to Your AI Bot

In this lesson, you will learn how to give your AI bot specific context about your business or custom instance by uploading a PDF document as a file source.

Step 1: Open Your Existing Bot

1. Navigate to Bots from your Noca Dashboard.

2. Open the bot you created in the previous lesson (e.g., your Salesforce helper bot).

Step 2: Access Bot Settings

1. Click the Settings gear icon in the top right corner.

2. In the left navigation menu of the settings modal, select File Sources.

Step 3: Upload Your File

1. Click the + (plus icon) to add a new file source.

2. Choose your document from your computer (e.g., a PDF containing custom object specifications, field definitions, or internal documentation).

3. Wait for the upload process to complete.

Step 4: Save and Test Your Knowledge Base

1. Close the Settings modal.

2. Click Debug draft version in the top right to start a test chat session.

3. Ask a question that requires knowledge contained within your uploaded document (e.g., “What fields are required when creating an Orbital Voyage?”).

4. Observe the result: The bot uses the uploaded PDF to provide precise, accurate details specific to your configuration (e.g., listing Launch Window and Destination Tier).