Documents

Overview

The Training Data - Documents feature allows you to upload and manage documents that your bot will learn from to improve its knowledge base. Supported document formats include .pdf, .pptx, and .ppt. You can import multiple files at once (up to 10 files) with a combined size limit of 100MB.

Once uploaded, the bot automatically processes the documents, extracting the relevant text content to train its understanding and respond accurately to user queries.

Figure 1. Training Data - Documents section

Figure 1. Training Data - Documents section

Steps to Use

1. Access the Documents tab

   Go to the Training Data section in the CX Genie dashboard and select the Documents tab.

2. Add new documents

   • Click the Add documents button located at the top right corner.

   • A pop-up window appears where you can either drag and drop files or click the provided link to browse and select files from your computer.

   • Supported formats are .pdf, .pptx, and .ppt.

   • You can upload up to 10 documents at once, with a total size not exceeding 100MB.

   • After selecting your files, click the Import button to start uploading and processing.

3. View uploaded documents

   • Uploaded documents appear in a list with columns showing the filename, file size, creation date/time, current processing status, and action icons.

   • The status indicates how many pages or sections have been processed out of the total (e.g., "0/33").

   • Use pagination controls if you have many documents.

4. Manage documents

   • Use the Download icon in the Actions column to download the original file.

   • Use the Trash icon to delete a document, which also removes its learned data from the bot's knowledge base.

Example / Use Case

For example, if your company has detailed product manuals, training guides, or corporate presentations, you can upload these documents to the system. The bot will learn from their content and be able to answer user questions based on the detailed information in the documents. This is especially useful when you want to provide complex or lengthy information without manually entering FAQs.

Notes

• Document processing might take some time, depending on file size and content complexity.

• Only text content is extracted for learning; images or complex formatting are not processed for knowledge extraction.

• Regularly review your uploaded documents to remove outdated or duplicate files to keep your bot's knowledge base clean and efficient.

• If upload limits are reached or files are too large, consider splitting documents into smaller parts before importing.

Figure 2. Document Detail