Optimizing knowledge files

Goal

Get faster, more accurate results from the documents you attach to a chat or bot.

Tips

• Stay within the limits. Up to 10 documents per chat (and within that, up to 5 CSV/XLSX files). Size limits: images and spreadsheets up to 10 MB; all other files up to 100 MB.
• Attach only what's relevant. Fewer, on-topic files give sharper answers than a large pile of loosely related ones.
• Use text-based files, not photos of text. A PDF or DOCX with real, selectable text reads far better than a scanned image or screenshot of a page.
• Want the whole file read? You don't have to ask for it. Every question already searches your complete document, and when a task needs the full text — a complete review, a consolidation, an exact quote — BoodleBox loads the whole document automatically. Just say what you want plainly: "review the entire document", "quote the exact wording". (See How BoodleBox reads your documents.)
• Updated a file? Remove the old version from the bot's/chat's Knowledge and start a new chat — an existing chat keeps the old content.

Verify it's working

• The AI cites the right, current document and responds promptly.

Still stuck?

See Bot cannot access uploaded documents and Supported file types and size limits. Reach out through our contact form and we'll get back to you.