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Documentation Index

Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt

Use this file to discover all available pages before exploring further.

After creating an unstructured knowledge base, you need to ingest data from one or more sources. This guide walks you through uploading files, connecting external sources, and monitoring processing status.

Ingest data from multiple sources

After creating the knowledge base, an empty Data Source panel appears. Click Add Data to see the available ingestion options.
SourceDescription
Upload from DeviceUpload local files such as PDFs and text documents.
Add Markdown/TextCreate or paste text content directly.
Upload from Google DriveConnect your Google Drive account and import files.
Upload from ConfluenceImport pages from your Confluence workspace.
Unstructured data ingestion options showing Upload from Device, Add Markdown/Text, Upload from Google Drive, and Upload from Confluence. From this panel you can:
  • Upload PDFs and text documents from your local machine.
  • Connect external sources such as Google Drive and Confluence.
  • Batch upload multiple files at once.
Ensure documents are machine-readable. Avoid scanned PDFs when possible for better processing results.
Best practices
  • Upload logically related documents together.
  • Re-index data after bulk uploads.
  • Validate file accessibility before uploading from external sources.

Monitor data processing status

After uploading, files enter a processing state. The data source table displays the status of each file.
ColumnDescription
File NameThe name of the uploaded file.
StatusCurrent state: Processing or Processed.
File TypeThe file format: PDF, TXT, and others.
From this view you can:
  • Monitor ingestion and processing status in real time.
  • Trigger manual re-indexing if required.
  • Remove failed files and re-upload them.
Wait for all files to reach Processed status before querying. Investigate repeated processing failures promptly.
Once all files are processed, the data becomes searchable and usable by agents, Agentic BI, and automation workflows.