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Upload Documents

Train your chatbot with PDF and text files.

Supported File Types​

FormatExtensionMax Size
PDF.pdf10 MB
Text.txt5 MB

How to Upload Documents​

  1. Go to your chatbot's Sources page
  2. Click Add Source
  3. Select Document
  4. Choose a file from your computer
  5. Wait for processing to complete
Drag and Drop

You can also drag and drop files directly onto the Sources page.

Processing Status​

After uploading, your document goes through these stages:

  1. Pending - Queued for processing
  2. Processing - Text extraction and embedding
  3. Ready - Available for chatbot responses

Processing time depends on file size. Most documents complete within 1-3 minutes.

What Gets Extracted​

From PDFs​

  • All text content
  • Text from tables
  • Headers and footers
Images in PDFs

Text embedded in images (scanned documents) may not be extracted. Use OCR tools to convert scanned PDFs to searchable PDFs first.

From Text Files​

  • All text content is used directly
  • Line breaks and formatting are preserved

Best Practices​

Document Quality​

  • Use searchable PDFs (not scanned images)
  • Ensure text is clear and error-free
  • Remove unnecessary headers/footers if repetitive

Content Organization​

  • Use clear section headings
  • Break long documents into logical sections
  • Include a table of contents for long documents

What to Include​

Good documents for training:

  • Product documentation
  • FAQ documents
  • User manuals
  • Policy documents
  • Knowledge base articles

What to Avoid​

  • Documents with mostly images
  • Scanned documents without OCR
  • Spreadsheets (use text export instead)
  • Documents with sensitive personal data

Document Metadata​

After processing, you can see:

  • File name
  • File size
  • Character count
  • Number of chunks created
  • Processing date

Updating Documents​

To update a document's content:

  1. Delete the existing document
  2. Upload the new version
No In-Place Updates

Documents cannot be edited after upload. To make changes, delete and re-upload.

Troubleshooting​

Processing Failed​

Common causes:

  • File is corrupted
  • PDF is password-protected
  • File exceeds size limit
  • Unsupported file format

Solution: Check the file opens correctly on your computer, remove password protection, and try again.

Content Not Appearing in Responses​

  • Wait for processing to complete (status shows "Ready")
  • Test with a question directly related to the document content
  • Check that the document contains the expected text

Next Steps​