Supported File Formats
Knowledge supports a wide range of file types, including PDFs, txt, docx, doc, pptx, xls, and xlsx files. This flexibility ensures you can upload most common business and educational documents for your agents to reference.
Best Practices for Document Naming and Organization
Use clear, descriptive file names that accurately reflect the document’s content (e.g., Marketing_Plan_2025_Q1.docx instead of document1.docx)4.
Establish a consistent naming convention across your team or organization, such as Department_DocumentType_Description_Date_Version (e.g., HR_Policy_Leave_2025_v2.pdf).
Avoid vague or generic names, and include keywords that make searching easier.
Creating an Effective Folder Structure
Organize documents into folders based on logical categories like department, project, or document type.
Limit sub-folder levels to keep navigation simple (ideally no more than three layers deep).
Regularly review and update folder structures to match your organization’s evolving needs.
Tagging and Categorizing Documents for Improved Retrieval
Use tags to group related documents, making finding all files on a specific topic or project easier.
Tags can supplement folders, allowing for flexible organization and powerful search.
Develop a standard set of tags for your organization and encourage consistent use.
Additional Support
If you need any assistance, email support@rolai.com or use the Intercom chat feature in the app for direct help from our support team.