AI Documents
The AI Documents page lets you upload documents to expand your AI agent's knowledge base. Access it from Admin > AI Documents in your admin panel.
For website crawling, see Site Crawl. For product imports, see Sync Products.
Document Upload
Upload individual documents to expand your knowledge base.
Supported Formats
- PDF - Portable Document Format
- DOC/DOCX - Microsoft Word documents
- HTML/HTM - Web pages
- TXT - Plain text files
- MD - Markdown files
Maximum file size: 10MB per file
Upload Options
| Option | Description |
|---|---|
| Hide URL | Don't show file URL in chat citations |
| Chunk Size | How to split the document for search |
Chunk Size Options
| Preset | Best For |
|---|---|
| Standard | Balanced retrieval (default) |
| Large | Long-form content, manuals |
| Small | Precise Q&A, FAQs |
Smaller chunks provide more precise search results. Larger chunks provide better context.
Optional Metadata
You can add metadata to improve searchability:
- Title - Custom display title
- Description - Document summary
- Keywords - Search terms
Duplicate Handling
When uploading a file with the same name as an existing document:
- Replace Existing - Delete old document, upload new
- Cancel - Keep existing document
Document List
The Document List shows all uploaded documents:
- File name and title
- Upload date
- Processing status
- Delete action
Click to expand and manage existing documents.
Best Practices
-
Upload key documents - Add important PDFs and docs that aren't on your website
-
Use Fresh Start sparingly - Only when completely replacing all uploaded documents
-
Test after uploads - Verify content appears correctly in your AI agent's responses
-
Choose the right chunk size - Use Standard for most content, Small for precise Q&A, Large for manuals
Related Pages
- Site Crawl - Crawl your website for broad content coverage
- Sync Products - Import your product catalog
- AI FAQs - Add FAQs to improve responses
- Improve AI Responses - Tips for better AI answers