Documents

Your chatbot can instantly access and utilize documents, HTML pages, and even YouTube videos to tailor your unique context. Moreover, this feature is perfect for adding information you don’t want to post to your website but still want the chatbot to have access to.

“To use information from Documents in your Flow, use the Document Retriever component.”

Uploading a document

• Navigate to Documents and click Add Document.
• You get two choices:
  • Upload from file
  • Upload from URL

Uploading from file

• Click Choose File and pick a file from your computer.
• Before proceeding, you need to assign a document category:

• If you don’t have a suitable category yet, just click + Create new Category. Name it and pick a color of the label. Then click Add:

• Once you’ve picked the file and assigned a category, click Add New Document.

Uploading from URL

• Switch to Upload from URL tab.
• Insert a URL into the field.
• Before proceeding, you need to assign a document category:

• If you don’t have a suitable category yet, just click + Create new Category. Name it and pick a color of the label. Then click Add:

• Once you’ve picked the file and assigned a category, click Add new Document.

That’s it. The document is now being processed. This should take just a couple of seconds.

Refresh the page to see the status. If an error occurs, you can learn more by hovering over the error tag. Once the document is indexed, your Flows will be able to retrieve and use the information immediately.

Managing Documents

The documents screen contains all of your uploaded or linked documents. You can sort them by file type, category, or status. You can also download the files or offer users the option to download them.

If applicable to the file type, you can make sure the documents were read properly by clicking Show Detail -> Show Content Tree. This reveals the entire content of the document and its structure.

Managing Categories

The Categories feature allows you to create arbitrary groupings of documents. This comes in handy as your library expands. As mentioned, each document must be assigned to a category at creation.

You can manage the categories you’ve created by switching the top tab from Documents to Categories:

Here you can edit the names and tag colors of categories or delete a category altogether.