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Documentation Index

Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt

Use this file to discover all available pages before exploring further.

InsiteChat document upload lets you train your AI chatbot on files from your existing content library — PDFs (with OCR for scanned documents), Word documents, PowerPoint decks, Excel sheets, CSVs, Markdown, and plain text. InsiteChat extracts the text and indexes it alongside any other sources you’ve added — website crawls, Google Drive, Notion, and Dropbox.

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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

Click the Sources tab, 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.
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 organize relevant content.

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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 documents with descriptive H1, H2, and H3 headings to help InsiteChat organize content effectively.
  • Avoid scanned images without OCR — InsiteChat extracts text from documents. Scanned PDFs containing image-based text cannot be indexed; use selectable text or run OCR first.
  • Keep formatting clean — Complex tables and multi-column layouts reduce extraction accuracy. Simplify or convert to plain text/Markdown before uploading.
  • One topic per document — Focused documents are easier for AI analysis. Split large multi-topic documents into separate files.
  • Check for accuracy — Remove outdated information, correct errors, and delete obsolete sections before uploading.

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File size limits

InsiteChat supports most standard document sizes. For unusually large files, consider splitting them into smaller sections to ensure reliable processing. Specific limits appear 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 retrieves the transcript and indexes the spoken content for videos with captions.

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Zendesk articles

Connect your Zendesk account from the Sources tab to import help center articles directly. InsiteChat indexes article content immediately after import.