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Documents

Upload documents to automatically generate FAQs from your files.

Accessing Documents​

  1. Click Knowledge in the sidebar
  2. Click on a knowledge base card
  3. Click Documents in the side navigation

Uploading Documents​

Drag and drop files into the upload area, or click to browse your files.

Supported Files​

Almost any file type is supported, including:

  • PDF documents
  • Excel spreadsheets (.xlsx, .xls)
  • CSV files
  • Word documents (.docx, .doc)
  • Text files (.txt)

File Size Limit​

Maximum file size is 5MB per document.

Processing Status​

After uploading, your document goes through these stages:

StatusMeaning
Extracting textReading content from your document
Generating FAQsCreating FAQs from the extracted content
FAQs GeneratedComplete - FAQs are ready
ErrorSomething went wrong

Processing runs in the background. Feel free to close the page and let it run — it should take less than 5 minutes per document.

If You See an Error​

  1. Delete the document
  2. Try uploading it again
  3. If it still fails, contact support

If Status is Stuck​

If the status doesn't change for a long time (hours), delete the document and try uploading again.

Viewing Generated FAQs​

Once processing is complete, FAQs appear in your FAQ table.

To see FAQs from your documents:

  1. Go to the FAQs page
  2. Use the Source dropdown to filter by "Documents"
  3. You can also search by keyword to find specific FAQs

Editing FAQs​

To edit a generated FAQ:

  1. Click the pencil icon on the FAQ row
  2. The row becomes editable text boxes
  3. Make your changes
  4. Click the check icon to save

Deleting FAQs​

Select the FAQs you don't want and delete them.

Deleting a Document​

When you delete a document, all FAQs generated from that document are also deleted.

This is useful when you need to update information:

  1. You uploaded a policies document
  2. Your policies changed
  3. Delete the old document (removes all old FAQs)
  4. Upload the new document (generates fresh FAQs)

This makes it easy to keep your knowledge base current without manually finding and deleting individual FAQs.

Best Use Cases for Documents​

Document uploads work best for:

  • Company profile - About us, mission, values
  • Team information - Bios, departments, contact details
  • Policies - Return policy, privacy policy, terms of service
  • Procedures - How-to guides, processes
  • Manuals - Product manuals, user guides

If you have many products, document uploads may miss items or generate incomplete FAQs. Instead, use the E-commerce Products feature which is designed specifically for product catalogs.

Document Limits​

You have monthly and total limits for documents based on your plan. Check your current usage in Settings > Billing.

Next Steps​