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Account Documents

List of valid attributes:

Attribute Description Specifics
account_id ID of the account an account-document belongs to Cannot be set
created_at Timestamp of document creation Cannot be set
extension File extension, e.g. pdf Required field. Must be either docx, csv, pdf, txt, jpeg, jpg or png. Cannot be updated
name Name for a document Required field. Maximum length is 250 code points
team_ids Array of IDs of teams who should be granted document access in AI knowledge base Optional
upload_status File upload status Can only be set on update. Must be either uploading, success or error
vectorization_status Vectorization status of a document Can only be set on update. Must be either non_vectorized, succeeded or failed

Meta data: Permissions

Group Description
actions Contains permissions to edit or delete an account document

Meta data: Upload/Download URL

Parameter Allowed values Description
download_url true/false When passing true on GET endpoints, it generates a temporary URL to use for downloading the account document
upload_url true/false When passing true on CREATE endpoint, it generates a temporary URL to use for uploading the account document

Note: upload_url returns a presigned POST S3 object, which contains url and fields keys, which can be used for HTML form. Maximum file size for upload is 100MB.

Example request:

{
"data": {
"type": "account_document",
"data": {
"attributes": {
"extension": "pdf",
"name": "Account Document Name",
"team_ids": ["team_id_1", "team_id_2"]
}
}
}
}

Example response:

{
"data": {
"id": "66370ab1-8d08-4a03-b0ac-4ba83c8f101d",
"type": "account_document",
"attributes": {
...
}
}
}

On success, this endpoint creates a new account document with upload_status = "uploading" and vectorization_status = "not_vectorized". Also generates a presigned URL for uploading the document, if upload_url meta is passed.

POST /api/v1/account_documents

Example request:

{
"data": {
"type": "account_document",
"data": {
"attributes": {
"name": "Document Name",
"upload_status": "success",
"team_ids": ["team_id_1", "team_id_2"]
}
}
}
}

Example response:

{
"data": {
"id": "52370ab1-7d08-4a03-b0ac-4ba63c8f209d",
"type": "account_document",
"attributes": {
...
}
}
}

On success, this endpoint updates the account document with the given ID and returns it.

PUT /api/v1/account_documents/:account_document_id

Parameter Description
account_document_id The ID of the account document to update

Example response:

{
"data": [
{
"id": "0a7cd22a-ceab-4b38-a6a2-1ea9e550ca53",
"type": "account_document",
"attributes": {
...
}
},
{
...
}
]
}

This endpoint returns all account documents.

GET /api/v1/account_documents

Example response:

{
"data": {
"id": "3aab0a84-8ed3-4ddf-8572-f1799bb60e0a",
"type": "account_document",
"attributes": {
...
}
}
}

This endpoint returns an account document.

GET /api/v1/account_documents/:account_document_id

Parameter Description
account_document_id The ID of the account document to return

Example response:

{
"data": {
"id": "bfcde02e-7e9e-4706-9504-ae0cecd5019c",
"type": "account_document",
"attributes": {
...
}
}
}

This endpoint deletes an account document with the given ID.

DELETE /api/v1/account_documents/:account_document_id

Parameter Description
account_document_id The ID of the account document to delete

Example response:

{
"data": {
"id": "bfcde02e-7e9e-4706-9504-ae0cecd5019c",
"type": "account_document",
"attributes": {
"vectorization_status": "succeeded",
...
}
}
}

This endpoint vectorizes an account document with the given ID and thus makes the information available to AI-agent @Kahru.

CREATE /api/v1/account_documents/:account_document_id/vectorize

Parameter Description
account_document_id The ID of the account document to vectorize

Example response:

{
"data": {
"id": "bfcde02e-7e9e-4706-9504-ae0cecd5019c",
"type": "account_document",
"attributes": {
"vectorization_status": "not_vectorized",
...
}
}
}

This endpoint de-vectorizes an account document with the given ID. This means that the information contained in this document is no longer available to the AI-agent @Kahru.

DELETE /api/v1/account_documents/:account_document_id/vectorize

Parameter Description
account_document_id The ID of the account document to de-vectorize