Documents Training Context

Upload documents that your AI assistant can reference when answering questions. Documents are processed, indexed, and made available during conversations.

Overview

Documents provide detailed business information that your AI can use to:

• Answer questions about company policies
• Reference product documentation
• Explain service details
• Provide accurate information from your files

Supported Formats

File Types

• PDF (.pdf): PDF documents
• Word (.docx): Microsoft Word documents
• Text (.txt): Plain text files
• Markdown (.md): Markdown formatted files
• Excel (.xlsx): Microsoft Excel spreadsheets

File Requirements

• Max file size: 25MB per document
• Text extraction: Text is automatically extracted
• Character counting: Extracted text counts toward your character limit
• Indexing: Documents are indexed for quick retrieval

Uploading Documents

Upload Process

1. Click "Upload Document" button
2. Select file from your computer
3. File is uploaded and processed
4. Text is extracted and indexed
5. Document appears in your document list

Processing Time

Document processing typically takes:

• Small files (< 1MB): 10-30 seconds
• Medium files (1-10MB): 30-60 seconds
• Large files (10-25MB): 1-3 minutes

Processing happens automatically after upload.

Document Management

Viewing Documents

View all uploaded documents showing:

• Filename: Original file name
• File type: Document format
• Character count: Extracted text length
• Upload date: When document was added

Character Counting

Character count includes:

• All extracted text from document
• Headers and footers
• Table content (if extractable)
• Metadata (if included)

Deleting Documents

Remove documents you no longer need:

1. Click delete button on document
2. Confirm deletion
3. Document and its text are removed
4. Character count is freed up

Note: Deletion is permanent and cannot be undone.

How Documents Are Used

During Conversations

When a customer asks a question:

1. AI searches indexed documents
2. Finds relevant sections
3. References document content in response
4. Provides accurate, sourced information

Document Retrieval

Documents are retrieved based on:

• Question relevance
• Content matching
• Document recency
• Document priority (if set)

Best Practices

1. Organize Well: Use clear, descriptive filenames
2. Keep Current: Update documents when information changes
3. Be Selective: Only upload relevant, useful documents
4. Optimize Size: Large documents use more characters
5. Remove Outdated: Delete documents that are no longer relevant
6. Use Structure: Well-structured documents are easier to index

Document Types

Product Documentation

Upload product manuals, specifications, and guides:

• Helps AI answer technical questions
• Provides detailed product information
• Enables accurate troubleshooting

Company Policies

Upload company policies and procedures:

• Helps AI explain company rules
• Provides accurate policy information
• Ensures consistent responses

Service Descriptions

Upload service documentation:

• Helps AI explain services
• Provides pricing and feature details
• Enables service recommendations

Training Materials

Upload training and educational content:

• Helps AI provide educational responses
• Shares knowledge with customers
• Supports learning and onboarding

Troubleshooting

Upload Fails

• Check file size is under 25MB
• Verify file format is supported
• Ensure file is not corrupted
• Check character limit not exceeded

Text Not Extracted

• Some PDFs may have image-only content
• Scanned documents may need OCR
• Complex layouts may extract poorly
• Try converting to text format first

Character Limit Issues

• Delete unused documents
• Split large documents into smaller files
• Remove unnecessary content
• Upgrade plan for higher limits

Next Steps

• View Overview for general training context information
• Learn about Products for product data management
• Learn about Website for website crawling
• Learn about Instructions for custom instructions