Link a Document-Processing Preset

AI Agents1 min read

A Smart Assistant can use Document processing for files attached in its conversations.

  1. Create and test the required preset in Knowledge when custom processing is needed.
  2. Edit the Smart Assistant.
  3. Under Document processing, keep Automatic or select the prepared preset.
  4. Save and upload a representative file in a test conversation.
  5. Confirm that processing completes and the returned citations are usable.

Automatic is the built-in default and is appropriate unless the document type needs specific parsing, language, extraction, table, enrichment, or embedding behaviour. Changing the preset affects future chat uploads; it does not reprocess files already indexed.

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