File Upload Knowledge Source
Train your AI agent with documents, PDFs, and text files
Upload documents, PDFs, and text files to train your AI agent with your existing knowledge base. This guide covers supported formats, best practices, and optimization tips.
What You'll Learn
- • Supported file formats and size limits
- • How to upload and process documents
- • Best practices for file organization
- • Troubleshooting common upload issues
- • Optimizing documents for AI training
Prepare Your Files
Before uploading, ensure your files meet the requirements and are optimized for AI training.
Supported Formats
Document Files
- • PDF (.pdf) - Up to 50MB
- • Word (.doc, .docx) - Up to 25MB
- • PowerPoint (.ppt, .pptx) - Up to 25MB
- • Excel (.xls, .xlsx) - Up to 25MB
Text Files
- • Text (.txt) - Up to 10MB
- • CSV (.csv) - Up to 10MB
- • JSON (.json) - Up to 5MB
- • Markdown (.md) - Up to 10MB
File Preparation Tips
- • Remove passwords and encryption from PDFs
- • Ensure text is selectable (not just images)
- • Use clear, descriptive filenames
- • Break large documents into smaller sections
- • Remove sensitive personal information
Access Knowledge Sources
Navigate to the knowledge sources section in your Chatlo dashboard to begin uploading files.
- 1.Log into your Chatlo account
- 2.Select your workspace or create a new one
- 3.Click on Knowledge Sources in the left sidebar
- 4.Choose File Upload from the available options
Pro Tip: You can also access knowledge sources directly from any AI agent's configuration page.
Upload Your Files
Use the drag-and-drop interface or file browser to upload your documents.
Upload Methods
Drag & Drop
Simply drag files from your computer and drop them into the upload area
File Browser
Click "Browse Files" to select documents from your computer
Bulk Upload
Select multiple files at once for batch processing
Upload Progress
Monitor upload progress in real-time. Large files may take several minutes to process.
- • Upload progress bar shows current status
- • Processing indicator appears during AI analysis
- • Success notification when complete
Configure Processing Options
Set up how your files should be processed and organized for optimal AI training.
Document Organization
Automatically group similar documents by topic
Create structured knowledge from document headings
Use OCR to extract text from images within documents
Content Processing
Review and Confirm
Review your uploaded files and processing settings before starting the AI training.
Review Checklist
Monitor Processing Progress
Track the AI processing of your documents and monitor training progress in real-time.
Processing Stages
- • Document parsing and text extraction
- • Content chunking and structuring
- • Vector embedding generation
- • Knowledge base integration
- • AI model training and optimization
Test Your Knowledge Base
Verify that your AI agent can access and use the uploaded information effectively.
Test Questions
"What information is in the company handbook?"
Tests document retrieval and summarization
"What are our return policies?"
Tests specific information extraction
"Compare the features of our products"
Tests cross-document analysis
Success Indicators
- • AI provides accurate information from your documents
- • Responses include relevant details and context
- • Agent can reference specific sections or pages
- • Information is presented clearly and professionally
Maintain and Update
Keep your knowledge base current by regularly updating files and monitoring performance.
Regular Maintenance
- • Update outdated documents monthly
- • Remove obsolete files quarterly
- • Add new policy documents
- • Review and optimize file organization
Performance Monitoring
- • Track knowledge base usage
- • Monitor answer accuracy
- • Identify knowledge gaps
- • Measure response quality
Best Practices
- • Keep file sizes reasonable (under 10MB when possible)
- • Use descriptive, searchable filenames
- • Organize files by topic or category
- • Regularly review and update content
- • Test new documents before full deployment
Common Issues & Solutions
Upload Failed
File size too large or unsupported format
Solution: Check file size limits and convert to supported format
Processing Stuck
AI training appears to hang or timeout
Solution: Try smaller file sizes or contact support
Poor Results
AI doesn't provide accurate information from files
Solution: Check file quality, optimize document structure