Upload Documents in ChatMaxima Knowledge Source – FAQ & Guide

General Overview

1. What is the purpose of the Upload Documents feature in ChatMaxima?

The Upload Documents feature allows users to seamlessly add files such as PDFs, Word, Excel, and text documents to build a structured knowledge source. This data helps train your chatbot for intelligent and context-aware responses.

2. How does ChatMaxima use uploaded documents?

ChatMaxima’s MaxIA automatically scans, extracts, and organizes key insights from the uploaded files to enhance your chatbot’s understanding and response accuracy.

3. Can I use this feature without technical knowledge?

Yes, the Upload Documents process is simple and user-friendly, requiring no technical expertise to create or manage a knowledge source.

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Uploading and Setup

4. How do I navigate to the Upload Documents section?

Go to Dashboard → Quick Access → Knowledge Source → Upload Documents, then click the Upload Now button to open the upload page.

5. What fields must I fill before uploading a document?

You must complete the following mandatory fields before uploading:

• Name: Enter your knowledge source name.

• Select LLM Type: Choose the preferred LLM type.

• Select Integration: Pick an integration from the dropdown.

• Upload Your Document: Attach a file in PDF, DOCX, XLS, XLSX, or TXT format.

6. How do I create a knowledge source after uploading documents?

Once all details are filled in and the file is uploaded, click the Create button to add the content to your knowledge source.

7. Can I upload multiple files at once?

Currently, you can upload one document at a time. However, you can repeat the process to add more documents under the same or different knowledge sources.

8. What happens if I upload an invalid or empty file?

If your file is empty or in an unsupported format, ChatMaxima will display an error message. You must upload a supported file type to proceed.

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File and Integration Details

9. What file formats are supported for upload?

Supported file types include PDF, DOCX, XLS, XLSX, and TXT formats.

10. Can I upload scanned images or screenshots?

No, image-based documents or scanned pages cannot be processed since the system extracts text-based data.

11. Do I need to select an integration while uploading?

Yes, you must select an integration from the list to link your document-based knowledge source with a chatbot or external service.

12. Can I update or replace an uploaded document later?

Yes, you can edit or replace existing uploaded files from your Knowledge Source dashboard anytime.

13. How large can the uploaded files be?

Files should ideally not exceed 25 MB to ensure smooth upload and processing performance.

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Processing and AI Training

14. What happens after the document is uploaded?

ChatMaxima’s MaxIA processes the document, extracts key points, and builds a structured knowledge model used by your chatbot.

15. How long does it take to process a document?

Processing time depends on file size and content complexity. Smaller text documents are usually processed within seconds.

16. Will MaxIA understand my document’s structure and context?

Yes. MaxIA analyzes the context, headings, and text relationships to provide accurate, contextual chatbot answers.

17. Can I verify what data was extracted from my document?

Yes, once processing is complete, you can review and validate the extracted knowledge from the Knowledge Source management section.

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Troubleshooting and Best Practices

18. What should I do if my document upload fails?

Check your file size, format, and internet connection. If the issue persists, refresh the page and retry the upload.

19. Why is my document not appearing in the knowledge source list?

Ensure you clicked the Create button after uploading. If it still doesn’t appear, verify that the file format is supported and the upload completed successfully.

20. How can I organize multiple uploaded documents?

You can categorize documents by creating separate knowledge sources or grouping them by topic within the Knowledge Source dashboard.

21. Can I delete a document from a knowledge source?

Yes, navigate to your Knowledge Source dashboard and select the document you wish to delete from the list.

22. Where can I find a detailed tutorial for Upload Documents in ChatMaxima Knowledge Source?

🎥 Video Tutorial: Adding a Document Content to Your Knowledge Source in ChatMaxima