🧠Brains

Brains are knowledge bases that power your AI agents with custom information. By uploading documents, adding web pages, or entering text directly, you create a searchable memory for your agents.

Getting Started

Create Your First Brain

1. Navigate to the Brains section from the main menu (Sidebar → Data Studio → Brains).

2. Click the Create Brain button.

3. Enter a name for your Brain (up to 40 characters).

4. Add at least one source using any of the following methods:

   • Upload Files — Select documents from your computer.

   • Add Web Pages — Enter a domain to discover pages automatically, or add URLs manually.

   • Add Text — Type or paste text content directly.

5. Click Save to create your Brain.

Your Brain will begin processing immediately. You can monitor its status from the Brains list.

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Managing Brains

Brains List

The Brains page displays all your knowledge bases as cards in a grid layout. Each card shows:

• Brain name

• Status indicator

• Number of sources (file count)

• Total storage size

Use the search bar at the top to filter Brains by name. Click the refresh button to update the list.

Brain Statuses

Status	Description
Pending	The Brain has been created and is queued for processing.
Processing	Sources are being indexed. This may take a few moments depending on the amount of content.
Complete	All sources have been processed. The Brain is ready for use by your agents.
Error	Something went wrong during processing. Check individual source statuses for details.
Deleting	The Brain is being removed. The card will be disabled until deletion completes.

Status badges are visible in the Brains list screenshot above — green for Complete, yellow for Pending.

Rename a Brain

1. Open the Brain by clicking its card.

2. Click the edit icon next to the Brain name.

3. Enter the new name (up to 40 characters).

4. Click Save to confirm, or Cancel to discard.

Delete a Brain

1. From the Brains list, click the delete button on the Brain card.

2. Confirm the deletion in the dialog that appears.

The Brain will enter a Deleting status while all associated resources are removed. Once complete, it will disappear from the list.

Note: Deleting a Brain permanently removes all its sources and indexed content. This action cannot be undone.

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Adding Sources

You can add sources when creating a Brain or at any time afterward from the Brain detail page. There are three types of sources:

Upload Files

1. Click Add Source and select Upload Files.

2. Select one or more files from your computer.

3. Files are validated automatically — you will see an error if a file exceeds the 50 MB size limit.

Supported file formats:

Category	Formats
Documents	.pdf, .doc, .docx, .odt, .rtf, .txt, .md, .rst, .org
Spreadsheets	.csv, .tsv, .xls, .xlsx
Presentations	.ppt, .pptx
Email	.eml, .msg, .p7s
Web	.html, .xml
E-books	.epub
Images	.bmp, .heic, .jpeg, .jpg, .png, .tiff

File upload uses the native file picker from your operating system.

Add Web Pages

You can add web pages in two ways:

Automatic Discovery (Sitemap)

1. Click Add Source and select Add Web Pages.

2. Enter the website domain (e.g., example.com).

3. Click Discover Pages.

4. If a sitemap is found, a tree of URLs organized by subdomain will appear.

5. Select the pages you want to include using the checkboxes.

   • Use Select All / Deselect All for quick selection.

   • Expand subdomains to select individual pages.

6. Click Add N URLs to confirm your selection.

Manual URL Entry

If no sitemap is found or you prefer to add URLs individually:

1. Click the Add URL manually link.

2. Enter the full URL (e.g., https://example.com/page).

3. Click Save.

Tip: If you omit https://, it will be added automatically.

Add Text

1. Click Add Source and select Add Text.

2. Enter a File Name — this serves as the title for your text source.

3. Enter the Text Content in the text area.

4. Click Save.

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Sitemap Discovery

The Sitemap Discovery feature makes it easy to import multiple web pages at once by automatically finding all available pages on a website.

How It Works

Step 1 — Enter Domain Type the website domain (e.g., docs.example.com) and click Discover Pages. The system will search for the site's sitemap.

Step 2 — Select Pages If pages are found, they appear in an organized tree:

• Pages are grouped by subdomain.

• Each group shows the count of selected vs. total pages.

• Click a subdomain to expand and see individual URLs.

• Use checkboxes to select or deselect pages.

• The counter at the top shows your total selection.

Step 3 — Confirm Click the Add N URLs button to add the selected pages as sources.

When No Sitemap Is Found

If the system cannot find a sitemap, you will see a message with the option to Add URL manually. This allows you to enter specific page URLs one at a time.

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Source Management

Brain Detail View

Click on any Brain card to open its detail view. Here you can see all sources in a list with the following information:

• Source name

• Status indicator

• Type label (URL, TEXT, or file extension like PDF, DOCX, etc.)

• File size (for uploaded documents)

• Available actions

Use the search bar to filter sources by name.

Source Statuses

Status	Description
Pending	The source is queued and waiting to be processed.
Processing	The source is currently being indexed.
Complete	The source has been successfully processed and is available for agent queries.
Error	Processing failed. Hover over the status to see the error details. Use the Retry button to attempt processing again.

Source Actions

Each source has up to three actions available depending on its status:

Action	Available When	Description
Download	Status is Complete and source is a file	Download the original file to your computer.
Retry	Status is Error	Re-attempt processing the source. Hover over the error status to see what went wrong.
Delete	Always	Remove the source from the Brain permanently.

Bulk Operations

You can select multiple sources to perform actions in bulk:

1. Click the checkbox on individual source cards to select them.

2. The toolbar will show how many items are selected.

3. Click Delete selected to remove all selected sources at once.

4. Confirm the deletion in the dialog.

Warning: If you delete all sources from a Brain, the Brain itself will also be deleted.

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Assigning Brains to Agents

Once a Brain is ready (status Complete), you can connect it to your Voice Agents or Text Agents so they can access its knowledge during conversations.

Where to Assign Brains

Brains are managed from the Settings page of each agent:

1. Open the agent you want to configure (Voice Agent or Text Agent).

2. Navigate to the Settings section.

3. Find the Brains accordion panel.

You will see a description: "Connect knowledge bases to give your agent access to specific information and context."

Adding a Brain to an Agent

1. In the Brains section, click the Add Brain button.

2. A selector modal will appear showing all available Brains with status Complete.

   • Use the search bar to find a specific Brain by name.

   • Each Brain in the list shows its name, number of sources, and total size.

   • Brains already assigned to the agent are excluded from the list.

3. Click on the Brain you want to add.

4. Click Save to confirm.

The Brain will appear in the agent's brain list, and a confirmation message will be shown.

Tip: You can also create a new Brain directly from the selector modal without leaving the agent settings page.

Removing a Brain from an Agent

1. In the Brains section, find the Brain you want to remove.

2. Click the delete icon next to it.

3. Confirm the removal in the dialog that appears.

Removing a Brain from an agent does not delete the Brain itself — it only disconnects it from that agent. The Brain remains available and can be reassigned at any time.

Brain Limit per Agent

Each agent can have a maximum of 5 Brains assigned at the same time. When the limit is reached:

• The Add Brain button is hidden.

• A label (Max 5) is displayed instead.

• If you need to add a different Brain, remove one of the existing ones first.

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Limits and Constraints

Constraint	Limit
Brain name length	40 characters
Maximum file size	50 MB per file
Sources during creation	Up to 25 sources
File upload batch	Up to 25 files at once
Bulk selection	Up to 25 sources at a time
Brains per agent	Up to 5 Brains per Voice or Text Agent

Note: You can add more sources after the Brain is created. The 25-source limit only applies to the initial creation and per-batch uploads.

Duplicate Detection

The system automatically detects duplicate sources to prevent redundant processing:

• URLs — Duplicate URLs are rejected.

• Files — Files with identical names are flagged.

• Text — Text entries with the same title are prevented.

If a duplicate is detected, you will see a notification explaining which source already exists.

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Troubleshooting

A source shows "Error" status

Hover over the error status badge to see the error message. Click the Retry button to re-process the source. If the error persists, try removing the source and adding it again.

My file was rejected during upload

Check that the file does not exceed 50 MB and that the format is one of the supported types listed in the upload Files section.

Sitemap discovery finds no pages

Not all websites have a sitemap. If discovery fails, use the Add URL manually option to enter specific page URLs.

My Brain is stuck in "Processing" status

Processing time depends on the number and size of your sources. Large files or many web pages may take longer. If the status does not change after several minutes, try refreshing the page.

I accidentally deleted a source

Deleted sources cannot be recovered. You will need to upload the file, add the URL, or enter the text again.

My Brain card shows "Deleting" and I cannot interact with it

The Brain is being removed in the background. This process deletes all associated files and indexed data. The card will disappear from the list once the process completes.