Upload documents
Supported file types, size limits, and how PDFs, spreadsheets and images are read.
Documents fill the gaps your website leaves: internal FAQs, product manuals, policies, price lists and spreadsheets.
Supported files
| Type | Extensions | Notes |
|---|---|---|
.pdf | Text is extracted; scanned pages are read by a vision model. | |
| Word | .docx | |
| Text | .txt, .md (Markdown), .html | |
| Data | .csv, .json | Rows and fields become readable text. |
| Images | .jpg, .png, .webp, .gif | Read by a vision model, useful for diagrams, menus and screenshots that contain text. |
Each upload can be up to 25 MB. Text extracted from your documents counts against your plan's knowledge-base cap (20 MB on Free, 200 MB on Starter, 1 GB on Growth).
Upload a document
Open Knowledge Base and click Add New
Choose the file option and pick one or more files from your computer.
Pick a category (optional)
Categories help you find sources later.
Wait for processing
Extraction runs in the background. Large PDFs with many scanned pages take longest.
Replacing a document
Upload a file with the same name and it replaces the previous version. This is the cleanest way to keep a price list or a policy current without leaving two versions the agent might quote.
Tips for good documents
- Prefer text PDFs over scans where you can; extraction is more precise.
- Spreadsheets work best with a header row and one fact per row.
- Split very long manuals by topic so the relevant part is easier to retrieve.
- Remove internal notes you would not want quoted to a customer. The agent can only quote what it can read, but it can read everything you upload.
Next steps
Something missing or wrong on this page? Tell us and we will fix it.