.pdf and .md format. For safe replacements, use a distinct versioned filename such as refund-policy-2026-03.pdf instead of reusing the old filename.
What You Are Updating
There are two common cases:- File refresh: a policy, FAQ, script, or reference doc changed, but the collection should stay the same.
- Collection change: the grouping itself needs to change, such as splitting one collection into multiple domains.
Step 1: Inspect the Current State
Start by identifying:- the collection you want to update
- the current file or files that should be replaced
- any agent versions that rely on that collection
Step 2: Request an Upload URL for the New File
Generate an upload URL for the replacement document. This returns both a temporary upload URL and afileId for that upload target.
text/markdown.
Step 3: Create the New Knowledge File Record
Use thefileId from the previous step to create the knowledge file entry after the upload has completed. Add prompt only when you want retrieval instructions scoped to that file.
Step 4: Wait for the New File to Be Ready
Do not remove the old file yet. First confirm the replacement file appears in the file list and reachesINGESTED.
INGESTED. If you want to verify the stored file directly, request a view URL:
Step 5: Add the New File to the Existing Collection
Once the file is ready, attach it to the collection that your agents already use.Step 6: Validate Before Cleanup
Before removing the old file:- confirm the collection now includes the new file
- test the affected agent version with representative questions
- verify the agent answers from the updated content
Step 7: Remove the Stale File From the Collection
After validation, remove the outdated file from the collection.Step 8: Delete the Old File Record
If the old file is no longer needed anywhere else, delete it to keep the workspace clean.Updating the Collection Structure
If the collection itself needs to change, use this sequence:- create a new collection
- upload and attach the correct file set
- move the relevant agent version to the new collection
- test the new setup
- retire the old collection
Recommended Operating Pattern
- Use clear file names with dates or version markers.
- Do not reuse the exact same filename when you want a staged replacement.
- Replace content by adding the new file before removing the old one.
- Keep collections organized by domain, not by one-off uploads.
- Test agent answers after every material content change.
- Delete stale files only after you have confirmed they are unused.