How to Upload Documents

Enhance your chatbot's knowledge by uploading PDFs and documents. The AI will learn from this content to answer customer questions more accurately.

Prerequisites

• ChatFlow Account (Growth or Enterprise plan)
• Existing Chatbot - Already created and configured
• Document files - PDFs, text files, or supported formats

Required Plan: Growth or Enterprise

Supported File Types

Format	Extension	Max Size
PDF	.pdf	10 MB
Text	.txt	5 MB
Word	.docx	10 MB
Markdown	.md	5 MB

Steps

Step 1: Open the Documents Tab

1. Go to Chatbots in the sidebar
2. Click on your chatbot
3. Click the Documents tab

Step 2: Click Upload

Click the Upload Document button (or drag and drop files).

Step 3: Select Your File

1. Choose a file from your computer
2. Or drag and drop into the upload area
3. Wait for the file to upload

Step 4: Processing

After upload, the document is processed:

1. Uploading - File transfers to server
2. Processing - AI extracts and indexes content
3. Completed - Ready for chatbot to use

Processing time varies by file size (typically 30 seconds to 2 minutes).

Step 5: Verify Upload

Once complete, you'll see:

• Document name in the list
• Status showing Completed
• Page count or word count

Managing Documents

View Document Details

Click on a document to see:

• File name and size
• Upload date
• Processing status
• Content preview

Delete a Document

1. Find the document in your list
2. Click the Delete button (trash icon)
3. Confirm deletion

Note: Deleted documents are removed from the AI's knowledge base.

Verify It's Working

1. Go to the Playground tab
2. Ask a question about content from your document
3. The chatbot should reference the uploaded information

Example:

• Uploaded: Product manual PDF
• Question: "How do I reset the device?"
• Expected: Answer from manual's reset section

Best Practices

Document Quality

• Use clear, readable text
• Avoid scanned images without OCR
• Remove irrelevant pages before uploading

Content Organization

• Upload focused documents (one topic per file)
• Use descriptive file names
• Keep documents up to date

What to Upload

• Product manuals and guides
• FAQ documents
• Policy documents
• Support articles
• Training materials

What NOT to Upload

• Confidential/sensitive data
• Personal customer information
• Files with sensitive credentials
• Copyrighted content you don't own

Plan Limits

Plan	Document Limit	Storage
Growth	10 documents	50 MB
Enterprise	Unlimited	500 MB

Troubleshooting

Upload Failed

• Check file size (under 10 MB)
• Verify file format is supported
• Try a different browser
• Check internet connection

Processing Stuck

• Large files take longer (up to 5 minutes)
• Refresh the page to check status
• Contact support if stuck over 10 minutes

Chatbot Not Using Document

• Verify processing completed
• Ask questions using document terminology
• Check if document content is relevant
• Upload more documents for better coverage

Poor Quality Answers

• Document may have low-quality text
• Try re-uploading a cleaner version
• Add FAQs for specific questions

Next Steps

• Train with Websites - Index web content (Enterprise)
• Add FAQs - Supplement with specific Q&As
• Test in Playground - Verify document knowledge