lua resources menu creates typed-text resources only. Knowledge answers “what does the document say”; for an action against your systems, write a tool instead.
Verified against lua-cli 3.33.0.
Before you begin
- An agent, created with
lua initor in the admin dashboard, and signed in withlua auth configure(Install and sign in). - The documents, each up to 100 MB: PDF, Word, Excel, PowerPoint, images, email files, HTML, Markdown, plain text, EPUB, or JSON.
1
Dashboard: Upload the documents
Open the admin dashboard with
lua admin, select the agent, and add each file in the Knowledge section. A file is processed and then indexed; its status in the list moves from pending to completed, or to a failed state shown there. A file of another type is refused with Unsupported file type: <type>. Supported types include PDF, Office documents, images, emails, and more.Each resource is split into overlapping chunks and embedded for semantic search, and the platform writes a one-line summary the model sees.2
Turn on Knowledge Search
Knowledge is searched only while the An agent created in the admin dashboard usually starts with
rag feature is on. Enabling it adds one tool, searchKnowledgeBase, which takes a natural-language query and an optional resourceId. In the admin dashboard, the agent’s Getting started dialog switches the feature; from the terminal:Output
rag on, because the Create Agent dialog pre-selects it; enable on a feature that is already on prints that it is already enabled.3
Terminal: Check the resources
lua resources list prints each resource with a preview, and view prints one in full. An uploaded file is listed under its file name, extension included, once processing completes, and that name is what --resource-name takes. Resources created in the interactive lua resources menu (Create new resource) are plain text typed in your editor.4
Tell the model when to search
The prompt lists every resource with its ID and summary, so the model can search all of them or focus on one document when it knows which holds the answer. Add a line to the persona that names the documents and says when to use them, for example “Answer refund and delivery questions from the knowledge base, and say so when it has no answer.” In code, push it with
lua push agent --force --ci: a pushed persona is served from the agent’s next message, with no version or promote needed. In the admin dashboard’s Persona tab, select Publish changes for the same effect.5
Verify
Knowledge and features are shared between the sandbox and production environments, so a sandbox chat is enough.The reply should carry a fact that exists only in the document; the log shows the
searchKnowledgeBase call and the passages it returned.Options you may need
Add web search alongside
lua features enable --feature-name webSearch adds searchWeb, a query-based search that returns an answer with source links; it does not open arbitrary URLs. Use it for public facts that change, and knowledge for your own material.
Edit what the model is told about a feature
Each feature carries instructions the runtime renders into the prompt.lua features view --feature-name rag prints them; the agent’s Features section in the admin dashboard edits them.
Remove a document
lua resources delete --resource-name "<name>" removes a resource from the CLI; the admin dashboard’s Knowledge section does the same for uploaded files.
If it isn’t working
The answer ignores the document
The answer ignores the document
Cause
rag is off, or the file is not yet completed. Fix Check lua features view --feature-name rag and the file’s status in the admin dashboard; lua logs --type rag --limit 5 shows whether a search ran at all.Feature "<name>" not found
Feature "<name>" not found
Cause Feature names are case-sensitive identifiers such as
rag and webSearch, not their titles. Fix Copy the Name: value from lua features list.Unsupported file type
Unsupported file type
Cause The admin dashboard accepts documents, images, and email files only. Fix Export the content as PDF, Markdown, or plain text and upload that.
Next steps
About knowledge and features
How knowledge reaches the prompt and the full feature catalog.
lua features
List, enable, disable, view, and configure.
lua resources
List, view, and delete resources.
For operators
What you change in the admin dashboard and what needs an engineer.