Documents

Overview

The Documents feature allows you to upload and manage files that your bot can learn from to improve its knowledge base. Supported formats include .pdf, .pptx, and .ppt.

You can upload up to 10 files at once with a combined size limit of 100 MB. Once uploaded, the bot automatically processes the documents, extracts text content, and uses it to provide more accurate and detailed answers.

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 your bot’s dashboard.

  • Select the Documents tab.

2. Add New Documents

  1. Click Add documents (top right).

  2. In the pop-up window, drag and drop files or click to browse from your computer.

  3. Supported formats: .pdf, .pptx, .ppt.

  4. Upload up to 10 documents at once (max total size: 100 MB).

  5. Click Import to begin uploading and processing.

3. View Uploaded Documents

  • Uploaded files appear in a list with details:

    • Filename

    • File size

    • Date/time uploaded

    • Processing status (e.g., “0/33 pages processed”)

  • Use pagination to navigate if many files are uploaded.

4. Manage Documents

  • Download: Click the download icon to get the original file.

  • Delete: Click the 🗑️ trash icon to remove a file (this also deletes its learned content from the bot).

Example / Use Case

A company uploads:

  • Product manuals

  • Training guides

  • Corporate presentations

The bot then learns from these files and can answer customer questions about technical details, policies, or product features—without needing manual FAQ entry.

Notes

  • Processing may take longer for large or complex files.

  • Only text content is extracted—images, tables, or special formatting are not processed as knowledge.

Figure 2. Document Detail

Quick Tips

  • Upload documents in text-based format (not scanned images).

  • Split large manuals into smaller files for faster processing.

  • Use clear titles for files so you can track them easily later.

Troubleshooting

  • File won’t upload → Check format (.pdf, .pptx, .ppt) and size ≤100 MB.

  • Status stuck at 0/x → Wait a few minutes or re-upload.

  • Bot not using content → Ensure document has extractable text.

  • File disappears after upload → Refresh page or re-import.

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