Build a document knowledge experience

flowchart TD
  A["Upload to Document Library"] --> B["Create Documents (Lite)"]
  B --> C["Add files and choose chunking"]
  C --> D["Wait for successful indexing"]
  D --> E["Connect to an Agent"]
  E --> F["Ask and inspect citations"]

Steps

1. Upload source documents to the Document Library.
2. In MemoryLake > Documents (Lite), create a document memory.
3. Add library files and choose an available chunking method for supported files.
4. Wait until processing succeeds. Only successfully processed documents open into source and chunk detail.
5. Inspect retrieved chunks and source text. If you change chunking, remember that reprocessing can overwrite manual chunk edits and temporarily remove the document from retrieval.
6. Link the Documents (Lite) resource to a knowledge-base Data agent.
7. Ask a question and open citations when the answer returns them.

Important limitations

• Chunking methods are filtered at runtime and PDF parsing is not a user-selectable parser in the current form.
• Adding a file to Documents (Lite) does not remove or move the original Document Library file.
• Retrieval and citations do not guarantee that the final interpretation is correct.

Related guides

• Create a document memory
• Inspect chunks and source content
• Trace citations to source content