Upload and manage documents

Assistants are trained on documents that you upload and manage in the Document Manager tab. Each document is linked to an assistant, allowing that assistant to generate accurate and helpful responses based on specific information.

Assistants and how they can be trained

Scenario 1: General assistant uses general documentation for context and calls LLM for the response.

Scenario 2: Assistant uses its own and general documentation for context and calls LLM for the response.

Scenario 3: Assistant uses only its own documentation for context and calls LLM for the response.

Scenario 4: Assistant uses curated responses and its own documentation for context. If an answer is found among curated responses, it is sent directly to the end-user, bypassing the LLM.

Check the "Use General Context" tickbox under the advanced settings when setting up/editing your assistant to ensure it uses the general assistant's general documentation in addition to its own.

Adding documents to an assistant

1. On the Document Manager tab, select the assistant you want to train from the drop-down and click Upload.

1. Add the files containing the information you want to the selected assistant trained on. You can:

   • Upload PDF files, plain text files (.txt), and markdown files (.md).

   • Enter a URL to convert a webpage to a text file (.txt).

You can add multiple files at once:

1. Once the upload is complete, return to the Document Manager page and click Sync.

• After syncing, changes may take up to 5 minutes to reflect in the assistant's answers.

• You can add/remove/disable documents at any stage. Remember to sync your changes to ensure the assistant uses the latest information.

• To update a document, remove the outdated one, upload the new one, and sync.

1. You can disable, download, or delete the documents from the Document Manager tab.