Quick Reference

Quick Reference

Fast-access reference for Knowledge Base commands, status codes, and common operations.

Document Types

Type	Processing Time	Best For	Limit
URL	30-60 sec	Single pages	N/A
Crawl	2-10 min	Multi-page sites	100 pages
File	5-10 sec	Existing docs	10 MB
Text	< 5 sec	Quick content	No limit

Status Indicators

Status	Meaning	Action
Pending	Queued	Wait
Processing	Working	Wait (30s-10min)
Uploading	Sending to AI platform	Wait (<30s)
Uploaded	Ready	Attach to agents
Error	Failed	Click retry

Prerequisites

Before using Knowledge Base:

• Add Custom Agent in Project Settings → AMA
• Get agent ID configured (contact support@cast.app)
• Note: Knowledge Base Documents section appears after agent ID is configured

Quick Start Workflow

1. Add Custom Agent (Project Settings → AMA)
   ↓
2. Get Agent ID configured (contact support@cast.app)
   → Knowledge Base Documents section will appear
   ↓
3. Access Knowledge Base (book icon in nav)
   ↓
4. Create Document (URL/Crawl/File/Text tab)
   ↓
5. Wait for "Uploaded" status
   ↓
6. Go to Project Settings → AMA → Agent Personas
   ↓
7. Knowledge Base Documents section → Click "Attach Documents"
   ↓
8. Select documents → Click "Attach Selected"
   ↓
9. Test agent with questions

Common URLs for Testing

Documentation Sites:

https://docs.github.com/en/get-started/quickstart
https://react.dev/learn
https://www.python.org/about/

Articles:

https://www.paulgraham.com/startupideas.html
https://en.wikipedia.org/wiki/Artificial_intelligence

Sample Crawl Configuration

Documentation Site:

Base URL: https://docs.yourcompany.com
Max Pages: 10
Include: /docs/*, /guides/*
Exclude: /api/*, *.pdf

Blog Archive:

Base URL: https://blog.yourcompany.com
Max Pages: 10
Include: /posts/*, /articles/*
Exclude: /author/*, /category/*

Sample Inline Text

FAQ Format:

Title: Product FAQ

Content:
Q: What are your hours?
A: Monday-Friday, 9 AM - 5 PM EST.

Q: How to contact support?
A: Email support@cast.app

Document Actions

Icon	Action	Description
Eye	Preview	View content (text only)
Arrow	Download	Get original file
Circular Arrow	Refresh	Re-scrape URL (auto-updates agents)
Retry	Retry	Retry failed upload
Trash	Delete	Remove document

Supported File Formats

Accepted:

• PDF (.pdf)
• Markdown (.md)
• Plain Text (.txt)
• HTML (.html)
• CSV (.csv)
• JSON (.json)

Not Supported:

• DOCX, XLSX, ZIP, EXE, Images

Limits and Constraints

File Size: 10 MB max
Crawl Pages: 100 pages max
Processing: Up to 10 minutes for large crawls
URLs: Must be publicly accessible

Troubleshooting Quick Fixes

Issue	Quick Fix
Stuck in “Processing”	Wait 10 min → Refresh page → Delete & recreate
“Failed to scrape”	Check URL is public → Try different page
“File too large”	Use file <10 MB → Split into smaller files
Agent can’t see doc	Wait for “Uploaded” → Attach to agent
Can’t delete doc	Detach from all agents → Then delete

Best Practices Checklist

Creating Documents:

• Use descriptive titles
• Start with small crawls (5-10 pages)
• Test URLs in browser first
• Keep files under 5 MB

Managing Documents:

• Search before creating to avoid duplicates
• Review content before attaching
• Refresh URL docs monthly
• Clean up outdated documents

Agent Integration:

• Start with 1-2 documents per agent
• Test agent responses after attaching
• Use focused, topic-specific documents
• Detach before deleting

Keyboard Shortcuts

Currently no keyboard shortcuts available. Navigate using mouse/trackpad.

Processing Time Expectations

Fast (<10 seconds):

• Inline text
• File upload

Medium (30-60 seconds):

• Single URL

Slow (2-10 minutes):

• Website crawl
• Depends on page count

Common Error Messages

“Failed to scrape URL”

• URL not publicly accessible
• Website blocks scrapers
• Try different page

“File too large”

• Exceeds 10 MB limit
• Compress or split file

“Processing timeout”

• Took too long to process
• Reduce crawl max_pages

“Invalid file format”

• File type not supported
• Convert to supported format

Attachment Workflow

To Attach:

Project Settings → AMA → Agent Personas →
Knowledge Base Documents → Attach Documents →
Select → Attach Selected

To Detach:

Find document in attached list →
Click Detach → Confirm

Search Tips

• Search is case-insensitive
• Searches title and source
• Real-time filtering
• Use partial words

Examples:

• “github” finds all GitHub documents
• “faq” finds all FAQ documents
• “docs” finds documentation URLs

Document Status Flow

Create Document
  ↓
Pending (gray)
  ↓
Processing (blue)
  ↓
Uploading (blue)
  ↓
Uploaded (green) ✓
  ↓
Attach to Agent

If Error (red):
  ↓
Click Retry → Back to Pending

Access Points

Knowledge Base Page:

• Top navigation → Book icon

Agent Attachment:

• Projects → Settings → AMA → Agent Personas → Knowledge Base Documents

Organization Structure

Organization
  └── Knowledge Base (shared)
       └── Document 1
       └── Document 2
       └── Document 3
            └── Attached to Agent A (Project 1)
            └── Attached to Agent B (Project 2)

Automatic Update Flow

Refresh Document
  ↓
System re-scrapes content
  ↓
Creates new version
  ↓
Finds all attached agents
  ↓
Updates each agent automatically
  ↓
Removes old version
  ↓
Done (no manual re-attachment)

Need Help?

• Support: support@cast.app
• Full Guide: Getting Started
• FAQ: FAQ & Troubleshooting