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Upload Process Overview

The document upload process in Ravvio is designed to be intuitive while ensuring optimal content processing for your AI agent’s training and performance. Document upload interface with drag-and-drop area

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Upload Workflow

1

Access Knowledge Base

Navigate to the Knowledge Base section from your dashboard
2

Select Files

Choose documents from your computer using the file selector
3

Monitor Upload

Track upload progress and processing status in real-time
4

Verify Processing

Confirm documents are successfully processed and indexed
5

Test Integration

Verify your agent can access and use the uploaded content

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Accessing the Knowledge Base

Main knowledge base management dashboard

Dashboard Quick Action

Use the “Upload Documents” button from your main dashboard

Main Navigation

Select “Knowledge Base” from the primary navigation menu

Setup Progress

Click “Knowledge Base” from the setup progress tracker

Agent Configuration

Access through agent management configuration panel

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File Selection and Upload

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Single File Upload

1

Click Upload Button

Select the “Upload Document” or “Add Files” button
2

Browse Files

Use the file browser to locate your document
3

Select File

Choose the document you want to upload
4

Confirm Upload

Review file details and confirm the upload

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Multiple File Upload

Batch Upload: Select multiple files simultaneously to streamline the upload process for large knowledge bases.

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Bulk Upload Process

  • Hold Ctrl (Windows) or Cmd (Mac) while clicking files
  • Use Shift-click to select ranges of files
  • Drag and drop multiple files onto the upload area
  • Maximum 10 files per batch upload session
  • Files process sequentially to ensure quality
  • Monitor individual file progress
  • Cancel specific uploads if needed
  • Retry failed uploads individually

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Drag and Drop Upload

The knowledge base interface supports drag-and-drop functionality:
  1. Drag Files: Select files from your file manager
  2. Drop Zone: Drop files onto the designated upload area
  3. Automatic Processing: Files begin uploading and processing immediately
  4. Progress Tracking: Monitor each file’s upload and processing status
Drag-and-drop works with all supported file formats and respects the same size limitations as traditional uploads.

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Upload Progress Monitoring

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Progress Indicators

Upload Progress

Real-time progress bar showing file transfer completion percentage

Processing Status

Indicator showing content extraction and analysis progress

Queue Position

Position in processing queue for multiple file uploads

Estimated Time

Approximate time remaining for upload and processing completion

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Status Types

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Content Processing

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Automatic Processing Steps

1

File Analysis

System identifies file type and selects appropriate processing method
2

Content Extraction

Text and structural information extracted from the document
3

Quality Assessment

Content evaluated for relevance and usability
4

Chunking and Organization

Content divided into logical sections for optimal AI training
5

Index Integration

Processed content integrated into the searchable knowledge base

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Processing Optimization

  • Clear, well-structured text content
  • Logical organization with headings and sections
  • Factually accurate and up-to-date information
  • Relevance to your business and customer needs
  • File size affects processing time
  • Complex formatting may slow processing
  • Multiple simultaneous uploads are queued
  • System load may impact processing speed
  • Upload during off-peak hours for faster processing
  • Organize content with clear headings before upload
  • Remove unnecessary formatting to speed processing
  • Verify content accuracy before uploading

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Upload Verification

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Successful Upload Confirmation

Status Confirmation

“Ready” status indicates successful processing and availability

Content Preview

Preview extracted content to verify processing quality

Index Status

Confirmation that content is searchable and accessible to your agent

Agent Testing

Test agent responses using playground to verify content integration

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Verification Checklist

1

Check Upload Status

Ensure all files show “Ready” status in the knowledge base
2

Review Content Preview

Verify extracted content matches original document content
3

Test Agent Knowledge

Use playground to ask questions related to uploaded content
4

Monitor Response Quality

Confirm agent provides accurate answers using new knowledge

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Troubleshooting Upload Issues

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Common Upload Problems

Possible Causes:
  • File exceeds size limitations
  • Unsupported file format
  • Network connectivity issues
  • Browser compatibility problems
Solutions:
  • Verify file size and format requirements
  • Try refreshing the page and re-uploading
  • Use a different browser or clear browser cache
  • Contact support if issues persist
Possible Causes:
  • Corrupted or damaged file
  • Complex document structure
  • Server processing overload
  • Content extraction difficulties
Solutions:
  • Try re-uploading the same file
  • Simplify document formatting and structure
  • Convert to a different supported format
  • Contact support for assistance
Possible Causes:
  • Image-based PDF or scanned documents
  • Complex formatting or layout
  • Non-standard character encoding
  • Heavily formatted documents
Solutions:
  • Use text-based documents when possible
  • Simplify formatting before upload
  • Convert scanned documents using OCR
  • Manually create text versions of key content

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Error Resolution

1

Identify Error Type

Review error message and status indicator for specific issue
2

Apply Troubleshooting

Follow appropriate troubleshooting steps based on error type
3

Retry Upload

Attempt re-upload after addressing potential causes
4

Contact Support

Reach out to support if issues persist after troubleshooting

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Best Practices for Upload Success

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Pre-Upload Preparation

Document Preparation: Spending time preparing documents before upload significantly improves processing success and content quality.

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Document Preparation Checklist

  • Content Review: Ensure information is accurate and current
  • Format Optimization: Use supported formats with clean structure
  • Size Check: Verify files meet size requirements
  • Sensitive Information: Remove confidential or sensitive data
  • Structure Verification: Organize with clear headings and sections
  • Quality Check: Proofread for errors and clarity

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Upload Timing and Strategy

  • Upload during off-peak hours for optimal performance
  • Process large batches during extended work sessions
  • Allow adequate time for processing completion
  • Plan uploads around business operational needs
  • Group related documents for batch uploads
  • Prioritize essential content for initial uploads
  • Create logical categories for content management
  • Plan knowledge base expansion systematically

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Post-Upload Validation

1

Content Verification

Review extracted content accuracy and completeness
2

Agent Testing

Test agent responses using playground with new content
3

Performance Monitoring

Monitor agent performance improvement after content addition
4

User Feedback

Gather feedback on agent knowledge and response quality
Always test your agent’s performance after uploading new content to ensure the information integrates properly and improves response quality.

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Getting Upload Support

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Available Support Resources

Technical Support

Email sujay@ravvio.in for upload-related technical issues

Documentation

Comprehensive guides for upload optimization and troubleshooting

Video Tutorials

Step-by-step visual guides for upload processes

Community Forum

User discussions and shared upload experiences

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When to Contact Support

Contact technical support for:
  • Persistent upload failures after troubleshooting attempts
  • Processing errors that cannot be resolved
  • File format questions for specific document types
  • Performance issues with large or complex uploads
  • Integration problems after successful uploads
Include specific error messages, file details, and troubleshooting steps attempted when contacting support for faster resolution.