Upload documents

PDFs, Word files and text as knowledge sources

Supported formats

On Pro and Business plans you can add documents alongside the website crawl:

  • PDF - manuals, spec sheets, policies
  • Word documents (.docx)
  • Plain text and Markdown files

Chatixy extracts the text, chunks it and adds it to the same knowledge base your crawled pages live in. When the support agent uses a document in an answer it cites the source.

Uploading a document

Documents are processed within a minute or two of upload, and the support agent starts using them immediately.

Steps

  1. 1

    Open the Knowledge tab

    Inside your project, switch to Knowledge.

  2. 2

    Drop your files

    Drag files in or click Upload and pick them from disk.

  3. 3

    Wait for processing

    Each file shows a status; Ready means the support agent can use it.

Managing sources

Every source - crawled page or uploaded document - can be inspected and deleted individually from the Knowledge tab. Deleting a source removes its content from answers immediately.

Important

  • Uploaded documents are not version-tracked: re-upload a file after editing it, then delete the old copy.