Adding knowledge

The simplest way to teach your agent something new is to email it the document. Attach the file, say something like "please add this to the Knowledge Base," and send.

What you can send

File types: PDF (.pdf), Word (.docx), Excel (.xlsx), PowerPoint (.pptx), plain text (.txt), and Markdown (.md).
Size: up to 4 MB per email (that's the whole email — all attachments together). Email has a hard size ceiling, so keep uploads small. If a file is a little too big, your Virtual Operations Agent will reply and let you know; a very large file may not arrive at all, so if you don't get a confirmation, assume it was too big and split it up.

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Got bigger files?
The 4 MB limit is an email constraint, not an OnKey one. For larger documents or bulk uploads, your team can use the developer upload paths (the REST API /files endpoint or the MCP server add_files tool, up to 10 MB each), or ask us and we'll help get them in.

What happens next

Your Virtual Operations Agent reads the document and adds its contents to the Knowledge Base, so your team's assistant can answer questions from it.
It also writes a short, plain-language FAQ based on the document — common questions and answers, written to be easy to read — and adds that too. This helps your team get straight answers, not just a wall of text.
When it's done, it emails you back to confirm what was added.

From that point on, when a worker asks something the document covers, the assistant can answer from it.

Tips

Send the source of truth. Whatever you upload is what your team will be told, so send the current, approved version.
One clear document per topic works better than a giant mixed file.
If something ever needs to be removed from the Knowledge Base, just ask — that's handled as a request to our team (see Getting help).

Occasionally a file is held for a quick human review before it goes live (a safety check). If that happens, your Virtual Operations Agent will let you know — you don't need to do anything.