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Document upload lets you add files from your existing content library directly to your chatbot’s knowledge base. InsiteChat extracts the text and indexes it alongside any other sources you’ve added.

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Supported file formats

FormatExtensions
PDF.pdf
Word document.doc, .docx
PowerPoint.ppt, .pptx
Plain text.txt
Markdown.md
CSV.csv
YouTube transcriptPaste a YouTube URL
Zendesk articlesConnect via integration

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Upload a document

1

Open your dashboard

Log in to InsiteChat and select the chatbot you want to train.
2

Go to Sources

In the left sidebar, click Sources, then click Add source.
3

Choose File upload

Select File upload from the list of source types.
4

Select your file

Click Choose file and select the document from your computer, or drag and drop it into the upload area.
5

Confirm the upload

Click Upload. InsiteChat processes the file and indexes its content. The source card shows a progress indicator and changes to Ready when indexing is complete.
Documents with clear, descriptive headings produce better chatbot answers. InsiteChat uses headings to understand document structure and group related content. Before uploading, check that your headings accurately reflect the content beneath them.

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Best practices for document quality

The quality of your chatbot’s answers depends heavily on the quality of the documents you upload. Follow these guidelines to get the best results: Use clear headings. Structure your documents with descriptive H1, H2, and H3 headings. This helps InsiteChat understand which content belongs together and surface the right section when answering a question. Avoid scanned images without OCR. InsiteChat extracts text from documents. If your PDF contains scanned pages (images of text rather than actual text), the content cannot be indexed. Use a PDF with selectable text, or run OCR on the file before uploading. Keep formatting clean. Complex tables, multi-column layouts, and heavily formatted documents can reduce extraction accuracy. If possible, simplify the layout or export the content as plain text or Markdown before uploading. One topic per document. Focused documents are easier for the AI to reason over. If you have a large document covering many unrelated topics, consider splitting it into separate files. Check for accuracy. Your chatbot answers based on what’s in the document. Remove outdated information, correct errors, and delete sections that no longer apply before uploading.

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File size limits

InsiteChat supports most standard document sizes. If your file is unusually large, consider splitting it into smaller sections to ensure reliable processing. Specific limits are shown in the upload interface.

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YouTube transcripts

To index a YouTube video, select YouTube as the source type and paste the video URL. InsiteChat fetches the transcript and indexes the spoken content. This works with any video that has captions available.

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Zendesk articles

Connect your Zendesk account from the Sources section in your dashboard to import your help center articles directly. InsiteChat indexes the article content and makes it available to your chatbot immediately after import.