Add documents

Documents tell a pack what your organization means: policies, definitions, data dictionaries, and process guides. Every answer drawn from a document cites the passage it came from.

Add documents before you connect data. edisyl reads the documents to learn what your tables and columns mean.

Recommended: add documents in the app

Drag files onto the pack page in the edisyl app. After that, use MCP or the CLI to add more documents and replace old ones.

Supported files

• Documents: PDF, Office files, Markdown, and plain text.
• Photos and screenshots: .png, .jpg, .webp, and .heic. Add a note that describes what the photo shows. Search matches the note.
• The maximum size is 50 MiB per file.

Add and check documents

1. Add the documents.

   Web app

   Open the pack and drag the files onto the pack page.

   MCP

   Attach the file in chat. The assistant calls teach with the file.

   “Teach the attached supplier policy to the Supplier risk pack.”

   CLI

   edisyl teach supplier-risk --file ./policy.pdf
   edisyl teach supplier-risk --file ./alarm.heic --note "Line 2 HMI showing alarm E-102"

   Each teach takes one file and returns an Action.

2. Check that each document is indexed. A document is ready to use when its status is Indexed.

   Web app

   Each document shows its status on the pack page.

   MCP

   There is no MCP tool that lists a pack’s documents. Ask the assistant whether the teach finished. It calls action_get.

   “Did that teach finish?”

   CLI

   edisyl pack documents list supplier-risk
   edisyl pack documents list supplier-risk --status FAILED

   The list includes documents that failed to extract. Use --status FAILED to see only those.

After a document is indexed, edisyl compiles it in the background. It extracts facts from the document and tests the pack’s answers on it. An ask during this time can return a missing-source gap. Wait for the compile to finish and ask again. Do not teach the same document twice. See How a pack reads documents.

Replace or remove a document

To remove a document, forget it. forget removes the document and everything the pack learned from it. To replace a document, forget the old version and teach the new one.

MCP

The assistant calls forget, then teach.

“Forget the old supplier policy and teach the attached new version.”

forget needs the document’s record id. It comes from the teach that added the document, or from an answer that cited it.

CLI

edisyl pack documents list supplier-risk          # find the record id
edisyl forget supplier-risk <content-record-id>
edisyl teach supplier-risk --file ./policy-v2.pdf

Next: Connect a data source. For every teach and forget option, see the Teach & forget reference.