Knowledge files

In simple words

Knowledge files is part of SelfRun AgentOS. Ground a bot in your own documents. This guide takes you through it in 6 short steps.

Where it fits in your work — Create. Name the bot, write its instructions and upload its knowledge.

Before you start

• You need to be signed in to your company's workspace. SelfRun AgentOS appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Knowledge files belongs to Create & chat in SelfRun AgentOS. Ground a bot in your own documents.

Step by step

1. 1

   Step 1

   Open SelfRun AgentOS

   Sign in and open the SelfRun AgentOS product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Create Bot”

   In the left menu, click “Create Bot”. The “Create Bot” screen opens.

3. 3

   Step 3

   Fill in the details

   Complete the fields on the form:

   • Bot name
   • Category
   • Description
   • Icon
   • Colour
   • OpenAI model
   • Temperature
   • Status
   • System instructions

Tips

• You can use more than one filter together (Bot name, Category, Description) to see exactly the records you want.
• The search box accepts: e.g. ProposalGPT. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SelfRun AgentOS → Open “Create Bot” → Fill in the details → Save it → Other actions on this screen → Done

What it connects to

• SelfRun SiteCraft AI

  The website chatbot answers visitors from your knowledge base.

• SelfRun DataBrain AI

  Ask questions of your business data.

• SelfRun ResolveIQ

  Hand over to a person when the bot is unsure.

What you will see on this screen

These are the parts of the Create Bot screen, exactly as they appear in the product.

Why use SelfRun AgentOS

SelfRun AgentOS replaces ai chatbot builders and runs independently with its own sign-in and database.

• Instant, consistent answers grounded in your own material
• Bots for staff, for customers, or both
• Every conversation logged; usage and cost tracked per bot
• Hand over to a person when the bot is unsure

Who uses SelfRun AgentOS

• Bot builders

  Write instructions and add knowledge files.

• Managers

  Review chats and control who can use which bot.

• Staff

  Chat with the assistants they have access to.

• Customers

  Get answers from bots set to open access.

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