Step 3 — Add Documents

What you see: 

  • Document Upload Options 
    • Supported formats: PDF, DOCX, TXT 
    • Upload methods:  
      • Upload File button 
      • New Folder for organizing files 
  • List View Display 
    • Columns shown:  
      • Name 
      • Type 
      • Uploaded By 
      • Last Modified 
      • File Size 
      • Action 

Why it matters: 

  • Documents let you provide structured information not available on your site. 
  • Helps in scenarios like policy documents, guides, or offline PDFs. 

What you need before this step: 

  • Supported file format under 10MB. 
  • Clean text-based docs (avoid scanned images). 

Outcome after action: 

  • Uploaded files feed into bot’s answers. 

Best practice: 

  • Use one document per topic (e.g., “Refund Policy.pdf”). 
  • Avoid uploading duplicate or outdated versions. 

Next

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