Skip to main content

Adding external knowledge documents to TinQwise NOW

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated over 2 weeks ago

Turn your manuals, SOPs, and guides into instant, searchable answers for frontline teams.

This is useful for

  • Rollouts that want quick results using existing materials

  • Situations where you’re not ready to create interactive learning content but still want to supply the right information immediately

💡 Tip:

Adding indexed PDFs is a fast way to support learners while you build out more structured learning content over time.


Step 1: Upload your assets

  1. Go to Content > Assets in TinQwise Control

  2. Drag and drop your PDF or supported media file into the upload area

    1. You can also click the upload area to browse files from your computer.

💡 Tip:

Use clear file names, for example: Returns Policy - V2.pdf.


Step 2: Create a new collection

If you want an assistant to use only certain documents, first create a collection:

  1. In the Collections panel (left side), click the + icon

  2. Enter a name in the Identifier field

  3. (Optional) Choose a Parent collection if you want to nest it under another group

  4. Click Create collection


Step 3: Add assets to the collection

  1. After creating the collection, drag and drop your asset into it

  2. Alternatively, you can move existing assets from All Assets into a collection

🔥 Important:

If an assistant is assigned to a specific collection, it will only use the assets inside that collection. If no collection is selected, all assets are included by default.


Step 4: Enable AI indexing

When a document is uploaded or dragged into the asset library, a popup will appear.

  1. In the popup window, toggle Enable AI processing with TinQwise NOW

  2. Click Save

This makes the document available for TinQwise NOW to index and use in real-time responses.


Understanding AI indexing tags

Once AI processing is enabled, you may see different tags on assets:

  • Ready for AI: The asset has been indexed and can be used by NOW

  • Preparing for AI use: The asset is being processed for indexing

  • AI indexable: The asset is eligible to be used by NOW (if AI processing is turned on)

💡 Tip:

Indexing typically takes around one hour depending on file size.


Best Practices for Optimizing Knowledge Retrieval

To make sure TinQwise NOW can understand and use your documents effectively:

  • Use structured formatting like clear headings, subheadings, and bullet points

  • Avoid scanned documents or image-only PDFs
    NOW must be able to read the actual text in the file

  • Keep documents short and focused if possible
    Split large documents into smaller ones by topic

  • Use meaningful file names to make documents easier to manage


Did this answer your question?