Assistant CoreAssistant Core
Knowledge Base

Upload Documents

Upload files to your assistant's knowledge base for AI-powered answers.

Supported File Types

FormatExtensionsNotes
PDF.pdfText extraction + optional OCR
Word.docxFull formatting support
Excel.xlsx, .xlsSpreadsheet data extraction
Text.txtPlain text
Markdown.mdMarkdown formatting preserved

How to Upload

  1. Go to your AssistantKnowledge Base tab
  2. Click Upload Documents or drag and drop files
  3. Wait for processing:
    • Document parsing and text extraction
    • Text chunking (split into searchable segments)
    • Embedding generation (AI converts text to vectors)
  4. Status will show Completed when ready

Processing time depends on file size. A 50-page PDF typically takes 10-30 seconds.

Document Limits

PlanMax Documents
Free5
Plus20
Pro50
EnterpriseUnlimited

Managing Documents

  • View — Click a document to see its details and chunks
  • Delete — Remove a document from the knowledge base
  • Re-upload — Delete and re-upload to update content

For best results, upload well-structured documents with clear headings and sections. The AI uses these to organize information for retrieval.

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