Quick Start: Knowledge Table File Upload

Prepare your file for RAG

1. Introduction

This guide demonstrates how to use JamAI Base SDK to upload and embed files into Knowledge Tables for AI-powered document processing and retrieval.

What are Knowledge Tables?

Knowledge Tables are specialized tables in JamAI Base that provide hybrid-search capabilities through both full-text search (FTS) and vector embeddings:

  1. Search Capabilities:

    • Full-Text Search (FTS): Traditional keyword-based search for exact and partial matches

    • Semantic Search: Vector embedding-based search for meaning and context

  2. Document Processing:

    • Automatically chunks documents into manageable segments

    • Generates vector embeddings for semantic understanding

    • Indexes content for full-text search

    • Preserves document structure(tables, layouts, etc) and metadata

  3. Use Cases:

    • Document retrieval using both keywords and semantic meaning

    • Question-answering agent

    • Content recommendation

    • Knowledge base search and discovery

Supported File Types

The following file formats are supported:

  • Text files: .txt, .md, .csv, .tsv

  • Documents: .doc, .docx, .pdf

  • Presentations: .ppt, .pptx

  • Spreadsheets: .xls, .xlsx

  • Markup/Data: .xml, .html, .json, .jsonl

Prerequisites

Before starting, you'll need:

  • Python 3.10 or higher

  • Project ID and Personal Access Token (PAT)

  • Documents to process

2. Installation and Setup

Installing Required Packages

pip install jamaibase python-dotenv

Basic Configuration

from jamaibase import JamAI, protocol as p
from dotenv import load_dotenv
import os

# Load environment variables
load_dotenv()

PROJECT_ID = "your_project_id"
PAT = os.getenv("PAT")

client = JamAI(
    project_id=PROJECT_ID,
    token=PAT
)

3. Creating Your Knowledge Table

  1. Navigate to your JamAI Base knowledge tables tab

  2. Create a new knowledge table

  3. Note down the table ID for later use

4. Implementation

4.1 Complete Document Uploader Class

from typing import Optional, Dict, List
import os

class DocumentUploader:
    def __init__(self, project_id: str, pat: str):
        """Initialize the document uploader"""
        self.client = JamAI(
            project_id=project_id,
            token=pat
        )
        
    def validate_file(self, file_path: str) -> bool:
        """Validate if file exists and has supported format"""
        if not os.path.exists(file_path):
            raise FileNotFoundError(f"File not found: {file_path}")
            
        supported_types = [
            '.csv', '.tsv', '.txt', '.md',
            '.doc', '.docx', '.pdf',
            '.ppt', '.pptx',
            '.xls', '.xlsx',
            '.xml', '.html',
            '.json', '.jsonl'
        ]
        file_ext = os.path.splitext(file_path)[1].lower()
        
        if file_ext not in supported_types:
            raise ValueError(
                f"Unsupported file format. Supported formats: {', '.join(supported_types)}"
            )
            
        return True
    
    def get_mime_type(self, file_path: str) -> str:
        """Get MIME type of the file"""
        mime_types = {
            '.csv': 'text/csv',
            '.tsv': 'text/tab-separated-values',
            '.txt': 'text/plain',
            '.md': 'text/markdown',
            '.doc': 'application/msword',
            '.docx': 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
            '.pdf': 'application/pdf',
            '.ppt': 'application/vnd.ms-powerpoint',
            '.pptx': 'application/vnd.openxmlformats-officedocument.presentationml.presentation',
            '.xls': 'application/vnd.ms-excel',
            '.xlsx': 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
            '.xml': 'application/xml',
            '.html': 'text/html',
            '.json': 'application/json',
            '.jsonl': 'application/jsonl'
        }
        
        file_ext = os.path.splitext(file_path)[1].lower()
        return mime_types.get(file_ext, 'application/octet-stream')
    
    def get_optimal_chunk_settings(self, file_path: str) -> Dict[str, int]:
        """Determine optimal chunk settings based on file type"""
        file_ext = os.path.splitext(file_path)[1].lower()
        
        settings = {
            # Text-based documents
            '.txt': {'size': 1000, 'overlap': 200},
            '.md': {'size': 1000, 'overlap': 200},
            '.csv': {'size': 800, 'overlap': 150},
            '.tsv': {'size': 800, 'overlap': 150},
            
            # Rich text documents
            '.doc': {'size': 1200, 'overlap': 250},
            '.docx': {'size': 1200, 'overlap': 250},
            '.pdf': {'size': 1500, 'overlap': 300},
            
            # Presentations
            '.ppt': {'size': 1000, 'overlap': 200},
            '.pptx': {'size': 1000, 'overlap': 200},
            
            # Spreadsheets
            '.xls': {'size': 800, 'overlap': 150},
            '.xlsx': {'size': 800, 'overlap': 150},
            
            # Markup/structured documents
            '.xml': {'size': 1000, 'overlap': 200},
            '.html': {'size': 1000, 'overlap': 200},
            '.json': {'size': 800, 'overlap': 150},
            '.jsonl': {'size': 800, 'overlap': 150},
            
            # Default settings
            'default': {'size': 1000, 'overlap': 200}
        }
        
        return settings.get(file_ext, settings['default'])
    
    def upload_document(self, file_path: str, table_id: str, 
                       custom_chunk_size: Optional[int] = None,
                       custom_chunk_overlap: Optional[int] = None) -> bool:
        """Upload single document with optimized settings"""
        try:
            # Validate file
            self.validate_file(file_path)
            
            # Get file information
            file_name = os.path.basename(file_path)
            file_size = os.path.getsize(file_path)
            mime_type = self.get_mime_type(file_path)
            
            # Get chunk settings
            settings = self.get_optimal_chunk_settings(file_path)
            chunk_size = custom_chunk_size or settings['size']
            chunk_overlap = custom_chunk_overlap or settings['overlap']
            
            print(f"Uploading: {file_name}")
            print(f"File type: {mime_type}")
            print(f"File size: {file_size / 1024:.2f} KB")
            print(f"Chunk size: {chunk_size}, Overlap: {chunk_overlap}")
            
            # Upload and embed file
            response = self.client.table.embed_file(
                file_path=file_path,
                table_id=table_id,
                chunk_size=chunk_size,
                chunk_overlap=chunk_overlap,
            )
            
            print(f"Upload successful: {file_name}")
            return True
            
        except Exception as e:
            print(f"Error uploading {file_path}: {str(e)}")
            return False

5. Complete Standalone Script

Save this as knowledge_uploader.py:

import os
import argparse
from jamaibase import JamAI, protocol as p
from typing import Optional, Dict, List
from dotenv import load_dotenv

class DocumentUploader:
    def __init__(self, project_id: str, pat: str):
        """Initialize the document uploader"""
        self.client = JamAI(
            project_id=project_id,
            token=pat
        )
        
    def validate_file(self, file_path: str) -> bool:
        """Validate if file exists and has supported format"""
        if not os.path.exists(file_path):
            raise FileNotFoundError(f"File not found: {file_path}")
            
        supported_types = [
            '.csv', '.tsv', '.txt', '.md',
            '.doc', '.docx', '.pdf',
            '.ppt', '.pptx',
            '.xls', '.xlsx',
            '.xml', '.html',
            '.json', '.jsonl'
        ]
        file_ext = os.path.splitext(file_path)[1].lower()
        
        if file_ext not in supported_types:
            raise ValueError(
                f"Unsupported file format. Supported formats: {', '.join(supported_types)}"
            )
            
        return True
    
    def get_mime_type(self, file_path: str) -> str:
        """Get MIME type of the file"""
        mime_types = {
            '.csv': 'text/csv',
            '.tsv': 'text/tab-separated-values',
            '.txt': 'text/plain',
            '.md': 'text/markdown',
            '.doc': 'application/msword',
            '.docx': 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
            '.pdf': 'application/pdf',
            '.ppt': 'application/vnd.ms-powerpoint',
            '.pptx': 'application/vnd.openxmlformats-officedocument.presentationml.presentation',
            '.xls': 'application/vnd.ms-excel',
            '.xlsx': 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
            '.xml': 'application/xml',
            '.html': 'text/html',
            '.json': 'application/json',
            '.jsonl': 'application/jsonl'
        }
        
        file_ext = os.path.splitext(file_path)[1].lower()
        return mime_types.get(file_ext, 'application/octet-stream')
    
    def get_optimal_chunk_settings(self, file_path: str) -> Dict[str, int]:
        """Determine optimal chunk settings based on file type"""
        file_ext = os.path.splitext(file_path)[1].lower()
        
        settings = {
            # Text-based documents
            '.txt': {'size': 1000, 'overlap': 200},
            '.md': {'size': 1000, 'overlap': 200},
            '.csv': {'size': 800, 'overlap': 150},
            '.tsv': {'size': 800, 'overlap': 150},
            
            # Rich text documents
            '.doc': {'size': 1200, 'overlap': 250},
            '.docx': {'size': 1200, 'overlap': 250},
            '.pdf': {'size': 1500, 'overlap': 300},
            
            # Presentations
            '.ppt': {'size': 1000, 'overlap': 200},
            '.pptx': {'size': 1000, 'overlap': 200},
            
            # Spreadsheets
            '.xls': {'size': 800, 'overlap': 150},
            '.xlsx': {'size': 800, 'overlap': 150},
            
            # Markup/structured documents
            '.xml': {'size': 1000, 'overlap': 200},
            '.html': {'size': 1000, 'overlap': 200},
            '.json': {'size': 800, 'overlap': 150},
            '.jsonl': {'size': 800, 'overlap': 150},
            
            # Default settings
            'default': {'size': 1000, 'overlap': 200}
        }
        
        return settings.get(file_ext, settings['default'])
    
    def upload_document(self, file_path: str, table_id: str, 
                       custom_chunk_size: Optional[int] = None,
                       custom_chunk_overlap: Optional[int] = None) -> bool:
        """Upload single document with optimized settings"""
        try:
            # Validate file
            self.validate_file(file_path)
            
            # Get file information
            file_name = os.path.basename(file_path)
            file_size = os.path.getsize(file_path)
            mime_type = self.get_mime_type(file_path)
            
            # Get chunk settings
            settings = self.get_optimal_chunk_settings(file_path)
            chunk_size = custom_chunk_size or settings['size']
            chunk_overlap = custom_chunk_overlap or settings['overlap']
            
            print(f"Uploading: {file_name}")
            print(f"File type: {mime_type}")
            print(f"File size: {file_size / 1024:.2f} KB")
            print(f"Chunk size: {chunk_size}, Overlap: {chunk_overlap}")
            
            # Upload and embed file
            response = self.client.table.embed_file(
                file_path=file_path,
                table_id=table_id,
                chunk_size=chunk_size,
                chunk_overlap=chunk_overlap,
            )
            
            print(f"Upload successful: {file_name}")
            return True
            
        except Exception as e:
            print(f"Error uploading {file_path}: {str(e)}")
            return False

def process_folder(folder_path: str, uploader: DocumentUploader, 
                  table_id: str, chunk_size: Optional[int] = None,
                  chunk_overlap: Optional[int] = None) -> tuple[List[str], List[str]]:
    """Process all documents in a folder"""
    successful = []
    failed = []
    
    for filename in os.listdir(folder_path):
        file_path = os.path.join(folder_path, filename)
        if os.path.isfile(file_path):
            if uploader.upload_document(
                file_path,
                table_id,
                chunk_size,
                chunk_overlap
            ):
                successful.append(filename)
            else:
                failed.append(filename)
    
    return successful, failed

def main():
    # Set up argument parser
    parser = argparse.ArgumentParser(
        description='Upload documents to JamAI Base Knowledge Table'
    )
    parser.add_argument('--project-id', required=True, 
                       help='Your JamAI Base project ID')
    parser.add_argument('--pat', required=True, 
                       help='Your Personal Access Token')
    parser.add_argument('--table-id', required=True, 
                       help='Knowledge Table ID')
    parser.add_argument('--input', required=True, 
                       help='Path to file or folder')
    parser.add_argument('--chunk-size', type=int, 
                       help='Custom chunk size')
    parser.add_argument('--chunk-overlap', type=int, 
                       help='Custom chunk overlap')
    
    args = parser.parse_args()

    # Initialize uploader
    uploader = DocumentUploader(args.project_id, args.pat)

    # Process input
    if os.path.isfile(args.input):
        # Single file processing
        success = uploader.upload_document(
            args.input,
            args.table_id,
            args.chunk_size,
            args.chunk_overlap
        )
        print(f"\nFinal Status: Upload {'successful' if success else 'failed'}")
    else:
        # Folder processing
        successful, failed = process_folder(
            args.input,
            uploader,
            args.table_id,
            args.chunk_size,
            args.chunk_overlap
        )
        
        print("\nUpload Summary:")
        print(f"Successful: {len(successful)} files")
        print(f"Failed: {len(failed)} files")
        
        if successful:
            print("\nSuccessfully uploaded files:")
            for file in successful:
                print(f"- {file}")
                
        if failed:
            print("\nFailed uploads:")
            for file in failed:
                print(f"- {file}")

if __name__ == "__main__":
    main()

6. Usage Examples

Single File Upload

python knowledge_uploader.py \
    --project-id "your_project_id" \
    --pat "your_pat" \
    --table-id "your_table_id" \
    --input "path/to/document.pdf"

Folder Upload

python knowledge_uploader.py \
    --project-id "your_project_id" \
    --pat "your_pat" \
    --table-id "your_table_id" \
    --input "path/to/documents/folder"

Custom Chunk Settings

python knowledge_uploader.py \
    --project-id "your_project_id" \
    --pat "your_pat" \
    --table-id "your_table_id" \
    --input "path/to/document.pdf" \
    --chunk-size 2000 \
    --chunk-overlap 400

7. Example Output

Uploading: document.pdf
File type: application/pdf
File size: 1024.50 KB
Chunk size: 1500, Overlap: 300
Upload successful: document.pdf

Final Status: Upload successful

For folder processing:

Upload Summary:
Successful: 3 files
Failed: 1 files

Successfully uploaded files:
- document1.pdf
- document2.docx
- presentation.pptx

Failed uploads:
- invalid_format.xyz

8. Best Practices

  1. File Handling

    • Always validate files before upload

    • Use appropriate chunk sizes for different document types

    • Handle large files appropriately

  2. Performance

    • Reuse the client instance

    • Process files in batches

    • Consider implementing rate limiting for large batches

  3. Error Handling

    • Validate input files

    • Handle network errors gracefully

    • Provide meaningful error messages

  4. Security

    • Use environment variables for credentials

    • Validate file content when necessary

    • Implement proper access controls

This implementation provides a robust foundation for uploading documents to JamAI Base Knowledge Tables, with support for all official file types and optimal processing settings for each format.

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