Introduction 

The Document Explorer Agent in Genie allows you to upload and manage documents in various formats. Genie automatically processes and understands the uploaded data, turning it into a knowledge base that enhances Genie’s responses with context from your own documents.

Supported File Types 

Once at least one valid document is uploaded, the Document Explorer Agent becomes active and available in the Genie. 

By default, Genie does not use this agent for every user’s query. Instead, Genie intelligently refers to the uploaded documents only when additional context or information is required to answer a user’s request. 

However, when a query is explicitly executed using the Document Explorer Agent within the Genie chatbot, the request is processed directly on top of this agent first, ensuring that the response is fully based on the content from your uploaded documents. 

Uploading Files to the Document Explorer Agent 

1. Navigate to Configuration → Document Explorer  

2.  Select the ‘Document Explorer’ option, as shown in the image below. 

3. Alternatively, it can be accessed via the side bar, under the Agents -> Document Explorer   

4. Once the Document Explorer page appears, click the Add Source button to upload a new document. 

5. This opens the Add Source section, where document files can be organized and categorized based on specific requirements. 

Property	Definition	Notes / Example
Source Name	A unique name for the document.	Helps label and reference the uploaded file (e.g., Company_Policy_2025).
Description	Add notes or context to the document.	Useful for explaining its purpose or contents.
Status	Determines whether the document is active or inactive.	Active → Genie includes this source when generating responses.  In-Active → Genie ignores this source.

6. Next, click the “Browse Files” button, as shown in the image below, to upload file(s).  

Browse Files  

The Browse Files section is where you can add the required files and group them under a specific name and status for better organization. 

• Supported formats: .docx, .pdf, .xlsx, .csv, .txt 
• Upload limits: 
  • File size: Max 5 MB per file 
  • Number of files: Up to 10 

After uploading the file(s) from your local system, a list of the uploaded items will appear, allowing you to confirm which files should be added to the source. To select multiple files, hold down the Ctrl key while selecting. You can remove any unwanted file by clicking on the X icon next to it, as shown in the image below. 

• When the Upload & Save button is clicked, the file(s) begin uploading. 

• Once the upload has started, the progress will be displayed at the top right corner, as shown in the image below. The upload time may vary depending on the file size and type. 

• After the file(s) are successfully uploaded, they will appear in the list under the corresponding Source page.  

Using the Uploaded Documents in Document Explorer 

1. To begin, open a new chat from the top-left corner of the interface. Then, navigate to the chat input field at the bottom of the screen, as illustrated in the image below. 

2. The Document Search agent becomes available once a valid document has been added and is in an active state. 

3. If the Document Search agent is selected before entering a user’s query, Genie retrieves results only from the Document Explorer agent.