How to create an Agent with its own documents as a Knowledge Source in under 5 minutes in Release0

With Release0, you can create an Agent that uses its own documents (like PDFs, Word files, etc.) as a Knowledge Source in under 5 minutes. This is perfect for building AI assistants that can answer questions based on specific documents.

Creating a conversational AI Agent that understands your documents—like PDFs or Word files—has never been easier. With Release0, you can build and deploy an OpenAI-powered Agent that uses your custom documentation as a knowledge source, all in under 5 minutes.

🎥 Watch the full video tutorial

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🚀 What You’ll Build#

In this tutorial, we’ll guide you through creating an Agent that:

• Accepts user input via a text field,
• Uses OpenAI’s Assistant API,
• Is trained with your business prompt and a PDF knowledge base,
• Loops through questions to offer continuous support.

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🛠 Step-by-Step: Create an Agent with Custom Document Knowledge#

1. Start a New Agent#

• Go to the Agents section of your workspace and click Create Agent.
• Choose Build from Scratch to start from a blank canvas.

2. Create a Welcome Message#

• Drag in a Text Dialog Block to greet the user.

3. Add a User Input Block#

• Add a User Input Block to capture questions. Set the input type to Text and save the response in a variable, e.g., UserMessage.

4. Connect to OpenAI#

• Add an OpenAI Integration Block to process the user’s question.
• Create an API key at OpenAI platform
• Paste the API key in the block.

5. Set Up the Assistant#

• Log into OpenAI and go to the Assistants section .
• Create a new Assistant.
• Add a custom prompt that trains the Agent about your business.
• Upload PDFs or Word files under the Assistant’s “Knowledge” section. The Assistant will now respond using both your prompt and uploaded documents.

6. Connect the Assistant#

Back in Release0:

• Select your new Assistant from the OpenAI block.
• Input: UserMessage
• Output: Save response to a variable, e.g., AgentResponse.

7. Show the Agent’s Answer#

• Use another Text Dialog Block to display AgentResponse.

8. Loop for Continuous Conversation#

• Loop back with the User Input block to request the next question from the user.

🧠 Why This Is Powerful?#

By combining OpenAI Assistants with Release0’s no-code builder, you can:

• Deploy product-aware AI Agents instantly,
• Answer user questions with reliable knowledge sources,
• Reduce support load without sacrificing quality .

🌍 Share It Anywhere#

Once published, your Agent can be:

• Embedded on your site.
• Shared via direct link.
• Deployed via QR code.
• Integrated on platforms like WhatsApp, Webflow, or WordPress.