CRMAIBOT
Training & answers · 1 min read

Upload documents for chatbot training

Prepare readable files, understand upload limits and troubleshoot missing document content.

Prepare your files

The Documents tab accepts PDF, DOCX, TXT and CSV files. Use text-based PDFs; scanned image documents may need text recognition before uploading. Remove old prices, duplicate sections and information customers should not receive.

Upload and verify

Files must be 10 MB or smaller. Package limits also apply; multi-file selection depends on your plan.

  1. Open AI Training and select your chatbot.
  2. Choose Documents, select a supported file and choose Upload document.
  3. Wait for the upload result and check the stored document list.
  4. Ask questions about specific facts from the document in Preview.

If a file does not work

Try selecting and copying text from the original document. If that is not possible, export a readable text version. For an encrypted or damaged PDF, upload an unencrypted copy you are authorized to use. If a package limit is reached, review your stored documents or available plans.

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