Documents

At CX Genie, you can import data as documents, the data will be used to extract as text, a file, or a picture based on your purpose.

I. Documents in CX Genie

In the Documents section, you can upload your data such as a contract, a menu, an instruction book, a certificate, or everything in pdf, or PowerPoint format.

We recommend you use this feature as a tool to store information related to contracts, certificates, menus, etc., for sending to customers.

II. How to use

  • You can use it by clicking on the "Add documents" button on the top-left of the screen.

  • You can drag any files in pdf, pptx and ppt format to the chatbot.

After click "Add document" - a box will popup

  • After you import successfully, a column will show that your data is ready to use.

The status column shows that your files is ready to use.
By clicking to the download icon, you can save your document in your laptop/PC.

  • You can download the documents imported and also delete them whenever you don't need them anymore.

By clicking the box (1), you can optionally choose the amount of documents to delete. Click the bin icon (2) to confirm.

*Note:

  • Format files: .pdf, .pptx and .ppt.

  • Up to 10 files.

  • Total file size not exceeding 100 MB.

  • The input document must have a clear layout. If you upload a document consisting solely of images, the bot will not be able to interpret it.

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