Docs/Knowledge Base/Document Upload

Document Upload

Upload documents to train your AI with detailed product information, policies, guides, and more.

Supported File Formats

📄

.pdf

PDF Documents

Best for: Product guides, manuals

📝

.docx

Word Documents

Best for: Policies, procedures

📝

.doc

Word 97-2003

Best for: Legacy documents

📃

.txt

Plain Text

Best for: FAQs, raw content

📋

.md

Markdown

Best for: Technical docs

📊

.csv

Spreadsheets

Best for: Q&A pairs, data

Upload Limits

PlanMax File SizeMax DocumentsTotal Storage
Free5 MB1050 MB
Pro25 MB1001 GB
Business50 MBUnlimited10 GB

How to Upload Documents

  1. 1

    Go to Knowledge Base

    Navigate to your bot's Knowledge Base section in the dashboard

  2. 2

    Click "Upload Documents"

    Select files from your computer or drag and drop

  3. 3

    Wait for Processing

    Documents are automatically parsed and indexed (usually 1-2 minutes)

  4. 4

    Review & Test

    Preview extracted content and test your bot's responses

Processing Status

Track your documents through the processing pipeline:

Uploading

File being uploaded to server

Processing

Extracting text and structure

Indexing

Creating AI embeddings

Ready

Available for bot responses

Failed

Error during processing

Document Best Practices

Do

  • • Use clear headings and structure
  • • Include specific product names and terms
  • • Keep content up-to-date
  • • Use searchable (not scanned) PDFs
  • • Break large docs into smaller files
  • • Remove watermarks and headers

Don't

  • • Upload image-only PDFs (use OCR first)
  • • Include confidential/sensitive data
  • • Upload duplicate content
  • • Use heavily formatted documents
  • • Include irrelevant boilerplate text
  • • Forget to update stale content

Troubleshooting

Document processing failed

Check file format and size. Try re-saving as PDF or TXT. Ensure the file isn't password protected.

Text not extracted correctly

For scanned PDFs, run OCR first using Adobe Acrobat or free tools like OCRmyPDF.

Bot not using uploaded content

Wait for processing to complete (status shows 'Ready'). Try asking questions using exact phrases from the document.

Upload stuck at 0%

Check your internet connection. Try a smaller file first. Clear browser cache and retry.