Upload a document

Upload PDFs, Word docs, spreadsheets exported as CSV, or plain text when the information isn’t on a web page. Great for menus, price lists, brochures, and policies.

How to upload

1. Open Knowledge Base.
2. Select Add source.
3. Choose A document.
4. Drag in your file, or click to browse.

You’ll first see Reading, then Live once the text is ready.

Your files already in Google Drive? See Import from Google Drive.

File types

• PDF (.pdf)

• Word (.docx)

• Text (.txt)

• Markdown (.md)

• CSV (.csv)

• Max file size: 10 MB per file

• File count: unlimited

• Limit: your total page allowance still applies

Older .doc files and Excel workbooks can’t be read. Open them and save as .docx, PDF or CSV first.

Price lists and other spreadsheets

Save the sheet as CSV. We read the first row as your column names, then keep each row together, so a price stays attached to the right item.

What makes a good upload

Your assistant can read text, not images. A PDF exported from Word or Google Docs usually works well. A scanned PDF or photo-based PDF usually won’t.

Quick test: open the PDF and try selecting the text.

• If you can highlight it, we can read it.
• If you can’t, it’s probably an image.

Sending documents to customers

The assistant can send the original file in chat, for example your full menu when a customer asks for it.

This is off unless you turn it on. The assistant reads a file as soon as you upload it, so it can answer questions from the file right away. It cannot hand the file over until you allow it.

Turn it on while you upload. After you pick the file, tick Allow AI agent to share this file, then select Upload document.

You can also change it later:

1. Open Knowledge Base.
2. Find the file in the list.
3. Open the row menu, at the right of the row.
4. Choose Allow sharing.

A file the assistant can send shows a Shareable tag in the list. To turn it off again, choose Disable sharing.

Files imported from Google Drive always start off. Turn them on from the row menu.

Only turn this on for files you are happy to give to any visitor. A customer can ask for a sendable file by name and receive it.

The assistant sends one file per reply. If a customer asks for everything at once, it asks them to pick one file instead.

Replace a document

There’s no in-place replace. Delete the old file and upload the new one. This avoids duplicate versions and keeps page counts accurate.

Trouble uploading?

See Fix a source that cannot be read.