While website scraping pulls in your public content automatically, documents let you add knowledge that isn't on your website — internal FAQs, price lists, product catalogues, service menus, or any text you want your agent to know.
Supported file formats
- PDF — brochures, price lists, terms & conditions, user manuals
- DOCX / DOC — Word documents, FAQ docs, internal guides
- TXT — plain text files, structured data, product lists
- CSV — structured data like product catalogues or menus
File size limit
Individual files up to 25MB are supported. For larger documents, split them into sections and upload separately.
How to upload a document
1
Go to your agent's Knowledge Base tab
From your dashboard, click the agent name, then select "Knowledge Base".
2
Click "Upload Document"
Or drag and drop your file directly onto the upload area. Multiple files can be uploaded at once.
3
Wait for processing
ChatForge reads, chunks, and indexes the document. For a typical PDF this takes 10–30 seconds.
4
Confirm it's in the knowledge base
You'll see the document listed with a green "Indexed" status. Your agent now knows the content.
What documents to upload
Think about what information your customers frequently ask for that isn't clearly written on your website:
- Detailed pricing or rate cards — especially if your website says "prices vary"
- FAQ document — even a simple list of 20 Q&As makes a huge difference
- Service descriptions — detailed breakdowns of what's included
- Terms & conditions — returns policy, cancellation policy
- Product catalogue or menu — for e-commerce or hospitality businesses
- Onboarding guide — what happens after a customer buys
Best practice
Create a dedicated "FAQ for AI Agent" document and keep it updated. This single document — with 30–50 clear Q&A pairs — is often the most valuable thing in your knowledge base.
Removing or replacing documents
To remove a document, click the three-dot menu next to it in the Knowledge Base tab and select "Remove". To update content, remove the old version and upload the new one. Always re-test your agent after making significant changes to the knowledge base.