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Managing Documents

Documents are the foundation of your Voxum chatbot's knowledge. When you upload a document, Voxum reads and processes it, allowing your chatbot to answer questions based on that information.

What Are Documents?

Think of documents as your chatbot's textbook. Just like a student learns from reading materials, your chatbot learns from the documents you provide. When a visitor asks a question, Voxum searches through your documents to find relevant information and crafts an answer.

Supported File Types

Voxum accepts the following file formats:

Format Extension Best for
PDF .pdf Brochures, manuals, formatted documents
Word .docx Written content, policies, procedures
Text .txt Simple text, FAQs, plain content
Markdown .md Structured content, technical docs
OpenDocument .odt LibreOffice/OpenOffice documents
Excel .xlsx Spreadsheets, data tables, pricing lists
PowerPoint .pptx Presentations, slide decks

Which format should I use?

If you're creating new documents specifically for Voxum, plain text (.txt) or Markdown (.md) work best. For existing materials like brochures or manuals, PDF works great. Spreadsheets (.xlsx) are useful for structured data like pricing or product lists.

The Documents Page

When you click Documents in the left menu, you'll see:

Documents list

  1. Search bar - Find documents by name
  2. Upload button - Add new documents
  3. Import webpage - Add content from a website
  4. Document list - All your uploaded documents
  5. Document count - Total number of documents

Document List

Each document in the list shows:

  • File name - The name of your document
  • File type - PDF, DOCX, TXT, MD, ODT, XLSX, or PPTX
  • Actions - Preview, download, or delete

How Documents Work

Here's what happens when you upload a document:

graph LR
    A[Upload Document] --> B[Processing]
    B --> C[Ready to Use]
    C --> D[Answers Questions]
  1. Upload - You add a document to Voxum
  2. Processing - Voxum reads and analyzes the content (usually under a minute)
  3. Ready - The document appears in your list
  4. Active - Your chatbot can now use this information to answer questions

Managing Your Documents

Viewing Documents

Click on any document to preview its contents without downloading.

Downloading Documents

Click the download icon to save a copy of the document to your computer.

Deleting Documents

Click the trash icon to remove a document. This action:

  • Removes the document from your knowledge base immediately
  • Cannot be undone
  • Frees up storage space

Before deleting

Make sure you have a backup copy if you might need the document later. Deleted documents cannot be recovered.

Tips for Better Results

Quality Over Quantity

A few well-written, comprehensive documents work better than many short, fragmented ones. Aim for documents that:

  • Cover topics thoroughly
  • Use clear, simple language
  • Are well-organized with headings

Keep Information Current

Outdated information leads to wrong answers. Regularly review your documents and update them when:

  • Prices or policies change
  • Services are added or removed
  • Contact information changes
  • Hours of operation change

Organize by Topic

Instead of one massive document, consider organizing by topic:

  • business-hours.txt - Operating hours
  • return-policy.txt - Return and refund policies
  • services.txt - Service descriptions
  • faq.txt - Frequently asked questions

Next Steps