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2. Step 2 of 3 - Import Your Data

In this section, users can create the Unstructured Agent in the following ways:

  • Import Data from Documents
  • Crawl or Add URL Links from Websites
  • Import Data from Media
  • Import Data from Cloud Drives
  • Import Q&A Pairs from Questions and Answers

Import Data Sources Interface

Figure: The Import Data Sources Interface

1. Import Data from Documents

FieldDescription
Import DocumentsDrag and drop local files or browse files. The supported file types are txt, pdf, docx, pptx, csv, xlsx, json, md.

Upload Document Interface

Figure: The Upload Document Interface

There are two methods to create Unstructured Agents with websites.

No.Methods
ICreate Unstructured Agent by Adding Website URL one by one (Single Link)
IICreate Unstructured Agent by Web Crawler (Crawl URLs)
Table: Two Methods to Create the Unstructured Agent by Website URLs

Websites Interface

Figure: The Websites Interface

2.1. Create the Unstructured Agent by Adding the Website URL One by One

Step 1. Choose "Single Link" and click "Enter your website URL" under Website Link

Websites Section by Adding the Website URLs One by One

Figure: Websites Section for Adding Website URLs One by One

Step 2. Enter the URLs link in the Input Box

The Input Box to Enter the Single Link

Figure: The Input Box for Entering the Single Link

Step 3. Click "Add Link"

The Added Website URLs One by One

Figure: The Added Website URLs Listed One by One

2.2. Create the Unstructured Agent by the Web Crawler (Crawl URLs)

In this section, there are two modes for users to choose between headless or non-headless mode before initiating a web crawl.

ModeDescription
Headless CrawlerIf headless mode is ON, the system will use crawl4ai.
Non-Headless CrawlerIf headless mode is OFF, the system will use Cheerio for crawling.
Table: Two Modes for Website Crawling

Step 1. Choose "Crawl URLs" and click "Enter your Website URL" under Crawl through URL

Websites Section by Web Crawler

Figure: Websites Section Using Web Crawler

Step 2. Enter the URL link to be crawled under Crawl through URL

The Input Box to Enter the Link to crawl

Figure: The Input Box for Entering the Link to Crawl

Step 3. Click "Crawl Links" in Websites Section

Confirms Links Confirmation Box

Figure: Confirms Links Confirmation Box

ButtonDescription
CancelCancel the crawled URLs
Confirm LinksConfirm the crawled links in the Confirmation box
Table: Buttons Available in "Confirm Links" Confirmation Box

Step 4. Click "Confirm Links" in the Confirmation Pop-up Box

The Crawled URLs Links by Crawl URLs

Figure: The Crawled URLs Displayed by Crawl URLs

3. Import Data from Media

FieldDescription
Upload MediaDrag and drop local photo files or browse files. The supported photo file types are jpg, jpeg, png, mp4, mp3, wav, ogg.

Upload Media Interface

Figure: The Upload Media Interface

4. Import Data from Cloud Drives

Cloud DrivesDescription
Google DriveAllows the user to upload files from Google Drive other than Documents, Websites, and Media.
Amazon S3Allows the user to upload files from Amazon S3 Buckets other than Documents, Websites, and Media.
OneDriveAllows the user to upload files from OneDrive other than Documents, Websites, and Media.
SharePointAllows the user to upload files from SharePoint other than Documents, Websites, and Media.
Table: The Available Fields under Cloud Drives Menu

Cloud Drives Interface

Figure: The Cloud Drives Interface

4.1. Import Data from Google Drive

Step 1. Click Import Files on Google Drive The system will show the Gmail accounts that are logged in the browser.

The Gmail Accounts Logged in the Browser

Figure: The Gmail Accounts Available in the Browser

Step 2. Select the preferred Gmail account The system will show the uploaded files in the Google Drive account.

The Available Uploaded Files in the Google Drive

Figure: The Available Uploaded Files in Google Drive

Step 3. Select the files from Google Drive and click Select The system will show the selected files from Google Drive.

The Uploaded Files from the Google Drive

Figure: The Selected Files from Google Drive

4.2. Import Data from Amazon S3 Buckets

Step 1. Click Import Files on Amazon S3 Buckets The system will show the Amazon S3 Bucket credentials pop up.

The Amazon S3 Buckets Credentials Pop up

Figure: The Amazon S3 Buckets Credentials Popup

Step 2. Fill the Amazon S3 Buckets Credentials The system will connect to the Amazon S3 Buckets.

Filling the Amazon S3 Buckets Credentials

Figure: Filling the Amazon S3 Buckets Credentials Form

Step 3. Connect to the Amazon S3 Buckets The system will show the uploaded files in the Amazon S3 Buckets.

Imported Files from Amazon S3 Buckets

Figure: Files Retrieved from Amazon S3 Buckets

Step 4. Select the files from Amazon S3 Buckets and click Select The system will show the selected files from S3.

The Uploaded Files from the Amazon S3 Buckets

Figure: The Selected Files from Amazon S3 Buckets

4.3. Import Data from OneDrive

Step 1. Click Import Files on OneDrive The system will show the OneDrive sign in page.

Sign in with One Drive Account

Figure: Sign In with OneDrive Account

Step 2. Sign in with OneDrive Account and Password The system will successfully log in and display the "Select Files" Interface.

Select Files Interface with Upload Files from OneDrive

Figure: Select Files Interface for Uploading Files from OneDrive

Step 3. Select the files from One Drive and click Select The system will show the selected files from OneDrive.

Imported Files from OneDrive

Figure: Selected Files from OneDrive

4.4. Import Data from SharePoint

There are two import methods in SharePoint.

MethodDescription
ALLChoose to import files from all your SharePoints
CustomChoose to import files by specifying a custom SharePoint site name.

Step 1. Click Import Files on SharePoint The system will display Import SharePoint Files Interface.

Import SharePoint Files Interface for "All"

Figure: Import SharePoint Files Interface for "All" Option

Import SharePoint Files Interface for "Custom"

Figure: Import SharePoint Files Interface for "Custom" Option

Step 2. Choose "All" and click "Import" or Choose "Custom", add Custom SharePoint Name and click "Import" The system will display the account Sign in Page.

Microsoft Sign in Page

Figure: Microsoft Sign-In Page

Step 3. Sign in with Microsoft Account (OneDrive) and Password The system will successfully log in and display the "Select Files" Interface.

Select Files Pop-up from SharePoint

Figure: Select Files Popup from SharePoint

Step 3. Select the files from SharePoint and click Select The system will show the selected files from SharePoint.

Imported Files from SharePoint

Figure: Selected Files from SharePoint

5. Import Q&A Pairs from Questions and Answers

FieldDescription
Questions and AnswersImport Q&A pairs to help the agent respond accurately to common questions.
Table: Questions and Answers Pairs

Questions and Answers Interface

Figure: The Questions and Answers Interface

Step 1: Import or enter the Questions and Answers and click "Add" in the Q&A sections. The system will successfully add Questions and Answers and display the added Q&A pairs in the Questions and Answers Section.

Entering or Importing Q and A Pair

Figure: Entering or Importing Q&A Pair

The Added Q and A Pair

Figure: The Added Q&A Pair

Step 2: Click the Edit icon and Update button to edit Questions and Answers in the Add Q&A popup. The system will successfully edit and update Q&A and display the updated Q&A pairs in the Questions and Answers section.

Add Q&A Pop up

Figure: Add Q&A Popup

The updated Q and A Pair in the Questions and Answers Section

Figure: The Updated Q&A Pair in the Questions and Answers Section

Step 3: Click the Delete Icon The system will successfully delete the added or updated Questions and Answers.

No Q&A Pair is included

Figure: No Q&A Pairs Are Included

ButtonDescription
+ AddAdd the Questions and Answers pairs
CancelCancel the Questions and Answers pairs
UpdateUpdate the Questions and Answers pairs
DeleteDelete the added Questions and Answers pairs
Table: Buttons Available in the Questions and Answers Section

The following buttons are available in the Import Your Data Interface:

ButtonDescription
Next: Customize agentCustomize the agent
Go backReturn to Step 1 where the agent information was added
Cross ButtonDiscard the process of creating the agent
Table: Buttons Available in Import Your Data Section

Buttons available in Import Your Data Section

Figure: Buttons Available in Import Your Data Section

The Screen after clicking Next: Customize Agent

Figure: The Screen Displayed After Clicking Next: Customize Agent

The screen after clicking Go Back Button

Figure: The Screen Displayed After Clicking Go Back Button

The Screen after clicking Cross Button2

Figure: The Screen Displayed After Clicking Cross Button