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Overview

You can edit the content of a knowledge base source directly in the Bland dashboard. Each source type opens in an editor suited to its format. Files that Bland converts to text, such as PDF, DOCX, and JSON, open in a side-by-side editor: the original uploaded file on the left, the extracted text you can edit on the right.

Open a source

  1. In the dashboard, select your agent, then select Knowledge in the sidebar.
  2. Open the Sources tab and select the source you want to edit.
The editor that opens depends on the source’s file type.

Editors by source type

The side-by-side editor

PDF, DOCX, and JSON sources always open in the split view. The left panel is a read-only preview of the original file you uploaded. The right panel is the extracted or converted Markdown, which is the text your agent searches when answering questions. Drag the divider between the panels to resize them. A few notes:
  • Older JSON sources that don’t have a stored original file open in the standard full-width editor as raw JSON.
  • If the original file preview fails to load, reload the preview from the panel. You can keep editing the text on the right either way.

Saving changes

  1. Select Save, or press Cmd/Ctrl+S in the editor. Bland opens a preview of your changes so you can step through each edit before committing.
  2. Select Save in the preview header to commit.
  3. For PDF, DOCX, and JSON sources, Bland asks you to confirm before saving. Your edits replace the extracted text, so it will no longer match the original source file.
After you save, Bland re-embeds the source so your agent uses the updated content. Source content must stay under 10 MB.

Versions

Every save creates a new version of the source. Use the version selector on the source page to open a past version. Past versions are read-only, including in the side-by-side editors.