Adding Document and Markdown Resources

When the knowledge you want to give your Agent isn't on a website, you provide it directly: upload a document, or write it in markdown. Both kinds of Resource live inside a Place, and both change only when you update them. This article shows you how to add each one.

Before You Start

Resources live inside a Place, so open the Place you want to add knowledge to. From there you add a Resource and choose its type. Document and Markdown are the two types you fill in yourself.

Unlike a Website Resource, these don't refresh on their own. When the content changes, you update it.

Adding a Document Resource

1. Open the Place and add a new Resource.
2. Choose Document as the type.
3. Give the Resource a clear Name so you can recognize it later.
4. Upload your file.
5. Leave the Extraction Pattern on No Extraction unless you have a reason to change it.
6. Save.

You can upload a range of formats, including PDF, Word, Excel, plain text, and CSV.

Documents don't update automatically. If the file changes, upload the new version to replace it.

The Extraction Pattern dropdown runs an extra AI step on your document before it's stored. For most documents, especially when the content is already well organized, No Extraction is the right choice. See Adding a Website Resource for more on what the patterns do.

Adding a Markdown Resource

1. Open the Place and add a new Resource.
2. Choose Markdown as the type.
3. Give the Resource a clear Name.
4. Write your content in the editor (see formatting below).
5. Save.

Markdown lets you add a little structure to your text, and your Agent reads that structure as hints about what matters.

Formatting Your Markdown

Use these to format your content:

• Headings: start a line with # for a heading, or ## for a smaller one.
• Bold: wrap text in two asterisks, like **important**.
• Italic: wrap text in one asterisk, like *emphasis*.
• Bulleted list: start each line with -.
• Numbered list: start each line with 1., 2., and so on.
• Link: write [link text](https://example.com).

Here's how that looks together:

# Check-in and Check-out

Check-in starts at **3:00 PM**. Check-out is by *11:00 AM*.

Early check-in options:

- Subject to availability
- Guaranteed with the [Early Bird rate](https://example.com/early-bird)

Steps to request it:

1. Contact the front desk
2. Confirm your arrival time

Good to Know

• Both Document and Markdown Resources update only when you change them.
• A Resource is only used by an Agent if its Place is assigned to that Agent.

What's Next

With your Document or Markdown Resource in place, here are some natural next steps:

• Adding a Website Resource -- pull in a web page that refreshes automatically
• Understanding Your Agent's Knowledge: Places and Resources -- the mental model behind how it all fits
• Creating Your First Agent -- see Resources in the full setup flow
• Creating and Managing Places -- organize your Resources into Places and assign them to Agents