Quickly transform existing Word docs, PDFs, and rich-text notes into AI-ready knowledge for your Enrollio AI agents. Upload documents or write directly in a rich-text editor to centralize information faster and reduce manual copy-paste.

Automatic parsing structures content into searchable chunks so your AI agents retrieve accurate answers when responding to parents and families. Ideal for consolidating enrollment procedures, program details, and frequently asked questions.

What is Document Support for Knowledge Base?

Document Support gives you two ways to populate your Enrollio Knowledge Base: upload document files (DOC, DOCX, PDF) and create or edit content directly in a built-in rich-text editor.

During ingestion, Enrollio extracts headings and text so your AI agents can find and cite exactly the right passages when answering parent questions. The system automatically parses documents into structured sections, improving answer quality and reducing manual formatting work.

Key Benefits of Document Support

Understanding these advantages helps you decide when to upload a file versus writing in the editor. These benefits focus on speed, accuracy, and maintainability so you can update content with confidence.

  • Broader formats: Accept industry-standard file types (DOC, DOCX, PDF) so you can reuse enrollment guides and program descriptions you already maintain.
  • Time savings: Ingest entire documents in one step instead of copying and pasting sections.
  • Inline editing: Use the rich-text editor to make quick content updates or create new entries without leaving Enrollio.
  • Higher answer quality: Automatic parsing structures content into searchable chunks aligned with headings and sections.
  • Works with existing sources: Combine documents and rich text with URLs and FAQs to strengthen your training data.

Supported File Types & Ingestion Behavior

Know what content is extracted and how it's handled so you can prepare documents that ingest cleanly and provide high-quality answers.

Pro Tip: Before uploading, remove sensitive content and ensure headings accurately reflect your structure. Clear headings produce better chunks and better answers.
  • Supported types: DOC, DOCX, PDF
  • Text-only ingestion: Text is ingested. Embedded images are skipped to keep knowledge lightweight and focused on searchable content.
  • Heading awareness: Detected heading hierarchy (for example, H1–H4) improves chunking and retrieval relevance.
  • Instant indexing: New content becomes available immediately or within about a minute, depending on file size.

Automatic Parsing & Structuring

Parsing converts long documents into manageable chunks that align with sections and headings, enabling precise retrieval and citations in AI agent responses.

  • Extracts text and detects headings to form a logical hierarchy
  • Splits large files into optimized chunks for faster, more relevant search
  • Indexes the content upon completion so your AI agents can use the latest information
  • Preserves document-level context so related sections remain connected during retrieval

How to Upload & Use Documents in Knowledge Base

Proper setup ensures document entries ingest cleanly and become searchable quickly for your AI agents.

[SCREENSHOT: AI Agents navigation menu with Knowledge Base tab highlighted]
  1. Go to AI Agents from your Client Account.
  2. Click on the Knowledge Base tab.
  3. Edit an existing Knowledge Base or click Create New and give it a name and description.
  4. Click Add Source → File Upload.
  5. Drag-and-drop or browse for your DOC, DOCX, or PDF files.
  6. Click Upload Files.
  7. Once parsing is complete, the status will turn to Processed.
[SCREENSHOT: Knowledge Base file upload interface showing processed documents with arrow and delete icons]

You can use the arrow icon to open the uploaded file in a new tab or click the bin icon to delete it.

Adding Rich-Text Content

You can also write or edit content directly in the rich-text editor.

[SCREENSHOT: Rich-text editor interface in Knowledge Base with formatting toolbar]
  1. Click Add Source → Rich Text.
  2. Write or paste your content using the formatting toolbar.
  3. Click Save to add the rich-text to your knowledge base.

Frequently Asked Questions

Q: Do images inside my Word or PDF import?
Only text is ingested. Images are skipped to keep knowledge lightweight and searchable.

Q: How fast do new uploads become available to agents?
Content is available immediately or within about a minute, depending on file size.

Q: Can I upload Google Docs directly?
Export your Google Doc as .DOCX or .PDF, then upload the exported file.

Q: Will rich-text edits overwrite my uploaded files?
No. File-based sources and rich-text entries are stored separately, preserving both versions.

Q: Does Document Support replace URL or FAQ sources?
No. Documents and rich text complement URLs and FAQs, giving your AI agents deeper, more reliable training data.

Q: Will document uploads overwrite existing Knowledge Base entries?
No. Each upload is added as a new source. You can keep file-based sources and rich-text entries alongside URLs and FAQs.