Upload documents your assistant can use

Documents let the assistant answer from your own material: price lists, brochures, policies, class schedules, product manuals.

Before you startCopy Anchor Link

• Save your assistant first.
• Use text-based files. Scanned images are not read.

Upload documentsCopy Anchor Link

1. Open Assistant > Knowledge sources.
2. Drop files into Drop your files here or choose Choose files.
3. Optionally set the Document language and edit the Document title.
4. Choose Upload files / retry failed.

Supported formats: PDF, DOCX, TXT, Markdown and CSV, up to 20 MB per file.

Document statusCopy Anchor Link

Files are processed in the background. Your assistant can use a document once its status is Ready.

Manage documentsCopy Anchor Link

Search by title, turn a document on or off with Use [title] in assistant answers, Edit its title and description (this does not change its contents), or Delete it. A deleted document is no longer used in answers.

TipsCopy Anchor Link

• One topic per file is easier to keep current than one huge document.
• Replace outdated files instead of adding a second version.
• After uploading, run a test with a question the document should answer.

TroubleshootingCopy Anchor Link

• "Choose a supported, non-empty file up to 20 MB": check the format and size.
• Stuck on Queued or Failed: use Process file; if it keeps failing, re-export the file as text or PDF with selectable text.

LimitationsCopy Anchor Link

• Only text-based content is used. Not available as a dedicated mobile screen.