Supported file formats
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.
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- Check for accuracy — Remove outdated information, correct errors, and delete obsolete sections before uploading.