Template Upload

Overview

SeaChat provides several methods to upload files to your agent. We will focus on the Upload Spreadsheet method in this tutorial and by the end of the tutorial your SeaChat agent will have a customized knowledge base at your service.

Create a SeaChat Agent

If you don’t have a SeaChat account yet, you can sign up for free at SeaChat website! You can find all the information you need to create a knowledge-based AI in Create an Agent.

Open Knowledge Base

Find your agent’s knowledge base by navigating to the Knowledge Base dashboard under Agent Configuration in the sidebar menu. Click on Upload from Template File. SeaChat provides template files that can you can directly input.


Image of the Knowledge Base dashboard through the Agent Configuration in the sidebar menu to show how to upload a CSV or JSON file to an agent by selecting Upload from Template File.

Knowledge Base Dashboard

Template Files

SeaChat offers CSV and JSON template files that you can download and fill in with your data. Once you have filled in the template files, you can upload it to your agent by clicking on the drag-and-drop section.

Preview Example:

CSV

idtitletextreferencesremindercapturelive_agent_transfersample_key
kb-1Sample KB DocThis is an example of a KB document.[{"title":"Seasalt.ai","url":"https://seasalt.ai"}]This is some reminder text!Email,Phone NumberFalsesample value

JSON

[{
  "id": "kb-1",
  "title": "Sample KB Doc",
  "text": "This is an example of a KB document.",
  "custom": {"sample_key": "sample value"},
  "actions": {
    "references": [
      {"title": "Seasalt.ai", "url": "https://seasalt.ai"},
      {"title": "SeaChat", "url": "https://chat.seasalt.ai/"}
    ],
    "reminder": "This is some reminder text!",
    "capture": ["Email", "Phone Number"],
    "live_agent_transfer": false
  }
}]

Before Submission

You will see the status of each uploading file in the section below the drag-and-drop zone. Once you are sure with the uploaded files, you can upload them by clicking on the Submit button.


Interface of SeaChat showing the upload feature with a drag and drop zone and a section below for monitoring the status of each file being uploaded, reminding users to verify file format and content before submission.

Check the Uploaded Files

Submit to Existing Knowledge Base

Submit it and it’s done. You have successfully customized your AI agent with new knowledge. To view the files uploaded, you can navigate to the Existing section in the top-right corner of the page, where you can find the uploaded data waiting for you in the “Files” section.


Visual guide highlighting the 'Existing' section in the screen top-right showcasing the uploaded files in the 'Files' section.

Look for Files in Existing

Review your Knowledge Base

Click on the file you just uploaded to review the content. That’s it! You have successfully uploaded a spreadsheet to your SeaChat agent. You can now use the knowledge base to test your agent. SeaChat provides additional settings to customize your knowledge base, we will continue to explore these features in the next part of the tutorial.

Example of a successfully uploaded csv. CSV File
Example of a successfully uploaded json. JSON File

Support

Need assistance? Contact us at seachat@seasalt.ai.