Learn how to upload PDF, DOC, DOCX, TXT files as a Source Data for AI-Bot Training

Step 1 - View the Bot Settings

Go to your "Your Bots" Page and click on a bot. If you haven't created a Bot yet, read this Quick Start Guide.

Alternatively, you can also click [Home] to access your bots from the Dashboard

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

Click the [3-dot] icon, then click [View Details] to do the following actions:

  • Pause file usage
  • Set reference visibility

Pause File Usage

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.

Alternatively, you can enable/disable this from files table

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]
  • You can also click [View details] to open the file settings, 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.