Step 1 - View the Bot Settings

Click [Home] from the left hand side menu to access your [Dashboard]. Click to open a bot from the the "Your Bots" section. If you haven't created a Bot yet, read this Quick Start Guide.

Step 2 - Upload Files

1. Click the [Sources] tab, then click [Files].
2. Click the [upload button] to upload file/s or drag and drop the file/s to the upload box. You can upload PDF, DOC, DOCX, TXT files up to 100MB in size.

Step 3 - Upload & Train

Click [Upload and Train]

Step 4 - View the Status of Uploaded Files

Click the [Files] tab and view the status of the uploaded file/s if it's waiting, processing, and trained.

Step 5 - Configure the File Settings

Pause File Usage

Click the [3-dot] icon, then click [View Details], then toggle ON to temporarily pause file usage as a data Source for your Bot.

Enable or Disable File Visibility as Reference

Toggle ON to set the file to be shown as a reference on your chatbot's responses.

Rename the file

1. Click the [3-dot] icon, then click [View details] to open the file settings
2. Click [edit], then edit the file name
3. Click [Save]

Delete the uploaded file

Click the [3-dot] icon, then click [Delete]

View Extracted Data

To quickly view the extracted data to verify the contents of the file you've uploaded, click the [Extracted Data] tab from the file settings panel.