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Have your answers in documents already? Upload them and Chatref reads the text, so your bot can answer from it. This is great for manuals, price lists, and policies you keep as files.

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Supported file types

Upload any of these: Each file can be up to 50 MB. If a document is larger, split it into smaller files before uploading.

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How to upload files

1

Open the Sources tab

Open your agent and go to the Sources tab.
2

Choose Upload Files

From the add menu, pick Upload Files.
3

Select your files

Drag your documents in, or click to browse. You can add several at once.
4

Wait for training

Each file is queued and read in the background. Watch the status until it shows Trained.

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When to use it

File training fits content you keep as documents:
  • A coffee store – upload a wholesale price list spreadsheet.
  • A SaaS app – upload your onboarding manual as a PDF.
  • A dental clinic – upload your new-patient and insurance policies.
Text-based PDFs work best. A PDF that is really a scanned image of text (like a photo of a printed page) may not extract – if you can highlight the words in the file, your bot can read them too. If a scan won’t train, retype the key parts as a Text source instead.

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Next steps

Add a website

Crawl your site instead of uploading every page.

Add text

Paste a quick answer that isn’t in a file.

Track training

See when each file finishes and retry any that fail.

Test your bot

Ask about something in your uploaded files.