Documents agents and flows can search
Attach a collection in Action Agent Studio, or select it on Generate Text, Generate JSON, or Generate File. Custom AI nodes cannot. Search can return the file name.
Two ways to use a collection
- 01
Upload a file into a collection. Extraction is pending, ready, or failed. ready can still mean no text was recovered, which is common for a scanned PDF.
- 02
In Action Agent Studio, attach the collection on the Knowledge card. On a flow, Generate Text, Generate JSON, and Generate File can select the same collections. Custom AI nodes cannot.
- 03
Search can return the file name. A file-name match can succeed even when body text was not recovered.
- 04
The picture on this page is a sample answer. It is not the product's refund policy, and a reply does not have to show a source box.
What a collection can do
Organization scoped collections
A collection holds organization uploads. Agents and three catalog AI nodes search the collections you attach or select.
File name in the result
A search hit can include the file name. The documented default is document-level full-text search. A deployment can also serve hybrid results. This page does not say which mode is active.
File types
The overview accepts txt, Markdown, CSV, JSON, PDF, Word, Excel, PowerPoint, OpenDocument, and RTF. Images, audio, and video can be stored and found by file name. Body text is not always recovered.
Agents and three flow nodes
Action Agent Studio uses the Knowledge card. Generate Text, Generate JSON, and Generate File can select collections. Custom AI nodes cannot.
Keep knowledge current
After a new extraction is ready, the next search can use that text. A failed extraction can leave older extracted text searchable. Check the status before you rely on the body.
Documents stay in your hands
Agent search stays inside the organization and the collections attached to that agent. A flow node searches the collections you select on that node.
Knowledge Base questions
A run spends organization credits. Log storage and other limits follow your plan. See pricing
Attach a collection
Create the collection, confirm extraction produced usable text, then attach it in Action Agent Studio or select it on Generate Text, Generate JSON, or Generate File.