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Upload and Use Data Collections

Data collections help agents answer from uploaded files or approved knowledge sources. In Siesta AI, a data collection has a Name, Description, connected Data Sources, creation date, and actions.

Good Uses​

  • Company policies.
  • Product documentation.
  • Support FAQs.
  • Client-specific notes.
  • Research files.
  • Structured exports that need analysis.

Working With Data​

Open Data, click Create Collection, fill in Name and Description, then open the collection and click Add Data Source. For manual upload, provide a data source Name, optional Description, upload files, and confirm processing.

Data sources move through statuses such as Processing and Processed. Ask questions only after the relevant source is processed.

When asking questions, name the collection or describe the source you want the agent to use. If the answer seems incomplete, check whether the right files were uploaded, whether processing is complete, and whether your team has access to the collection.

Practical Tip​

Keep collections focused. A small collection about one process usually produces clearer answers than a large mixed collection with unrelated files.

Use Memory for editable knowledge pages and long-term organization knowledge. Use Data when you need uploaded files or data sources managed as a collection.

Data Recipes​

Ask Questions Over Uploaded Files​

  1. Create or open the right collection in Data.
  2. Add a data source and upload files.
  3. Wait until the source is Processed.
  4. Ask the agent to use that collection by name.
  5. Request a structured answer, such as a table, checklist, risks, or extracted tasks.

Example:

Use the Q2 Feedback data collection.
Return a table with theme, number of mentions, customer examples, severity, and recommended next action.

Avoid Mixed Context​

If you uploaded several unrelated files, ask the agent to use only the relevant file or collection. If the agent blends sources, say: Ignore all previous context and answer only from [collection/file name].

When The Answer Looks Wrong​

Check whether the file was uploaded to the right collection, whether processing is complete, whether the agent has access to the collection, and whether your prompt named the collection clearly.