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The Knowledge Upload Playbook

Everything you need to know about uploading documents, crawling websites, and building a high-quality knowledge base.

5 min readUpdated January 2026

Key Takeaways

  • Supported formats: PDF, Word, TXT, Markdown, and more
  • Crawl entire websites to automatically import content
  • Organize content into logical sections for better retrieval
  • Quality over quantity—well-structured content beats volume
  • Update your knowledge base anytime to keep answers current

Your AI chatbot is only as good as the knowledge you give it. This guide covers everything you need to know about uploading documents, crawling websites, and organizing your knowledge base for optimal results.

1. Supported File Formats

Chat.co supports a wide variety of file formats to make it easy to import your existing content.

Documents

PDF.pdf
Word.doc, .docx
Text.txt
CSV.csv

Spreadsheets

Excel.xlsx, .xls

Media (Pro & Business Plans)

Images.jpg, .png, .gif
Video.mp4, .mov, .avi

Note: The Starter (free) plan only supports PDF, TXT, and DOC files. Upgrade to Pro or Business for images, video, and spreadsheet support.

2. Size & Storage Limits

Upload limits vary by plan. You can purchase add-ons to increase your limits if needed.

File Upload Limits

PlanPer FileTotal Storage
Starter (Free)10 MB50 MB
Pro10 MB100 MB
Business10 MB500 MB
Enterprise10 MB5 GB

Knowledge Base Storage

Your knowledge base storage is measured in characters (roughly 1 character = 1 byte).

PlanCharacter LimitApprox. Pages
Starter (Free)100,000~50 pages
Pro2,000,000~1,000 pages
Business4,000,000~2,000 pages
EnterpriseUnlimitedUnlimited

Need More Storage?

Add-ons are available to increase your limits:

  • File Upload Limit — +100 MB ($59/month)
  • Knowledge Base Expansion — +1,000,000 characters ($10/month)

3. Uploading Documents

Adding documents to your chatbot's knowledge base is straightforward.

Step-by-Step Upload

  1. Go to your chatbot's Sources page

    From your dashboard, select a chatbot and click Sources in the sidebar.

  2. Click "Add Source"

    Select Upload Files from the dropdown menu.

  3. Select your files

    Drag and drop files or click to browse. You can upload up to 5 files at once.

  4. Wait for processing

    Small files process in seconds. Larger PDFs may take a few minutes. You'll see a green checkmark when complete.

Tip: For best results, use text-based PDFs rather than scanned documents. Scanned PDFs require OCR processing and may have lower accuracy.

4. Website Crawling

Instead of manually uploading documents, you can automatically import content from websites.

Crawl Types

Full Website

Crawls your entire website recursively, following links to discover all pages. Ideal for documentation sites, blogs, and company websites.

Single Page

Crawls only the specific URL you provide. Perfect for individual articles, FAQs, or landing pages.

YouTube Video

Extracts the transcript from a YouTube video. Great for training videos, tutorials, and presentations.

URL Crawl Limits

PlanURL Crawls
Starter (Free)100
Pro10,000
Business25,000
Enterprise25,000+

Need more crawls? The URL Crawl Boost add-on provides +10,000 crawls for $5/month.

Automatic Re-crawling

Keep your knowledge base up-to-date by scheduling automatic re-crawls:

  • Daily — For frequently updated content
  • Weekly — For moderately changing content
  • Monthly — For stable content that changes occasionally

5. Organizing Your Knowledge

Sources are displayed as a flat list within each chatbot. For complex knowledge bases, we recommend organizing by creating separate chatbots for different topics.

Recommended Approach

Single Bot for Simple Use Cases

If all your content is related (e.g., product documentation), a single chatbot with all sources works well.

Multiple Bots for Complex Organizations

For diverse content, create separate bots: one for HR policies, one for product support, one for sales materials, etc.

Example Organization:

HR Support Bot
├── Employee Handbook.pdf
├── Benefits Guide.pdf
├── PTO Policy.pdf
└── https://company.com/hr-faq

Product Support Bot
├── User Manual.pdf
├── API Documentation.pdf
├── Troubleshooting Guide.pdf
└── https://docs.company.com

Sales Bot
├── Product Catalog.pdf
├── Pricing Sheet.xlsx
├── Case Studies.pdf
└── https://company.com/solutions

6. Best Practices

Follow these guidelines to get the best results from your knowledge base.

Use clear, descriptive file names

"2024-Employee-Benefits-Guide.pdf" is better than "doc1.pdf". Good names help with citation clarity.

Structure documents with headings

Use H1, H2, H3 headers in your documents. This helps the AI understand content hierarchy and improves retrieval accuracy.

Remove duplicate content

Multiple documents with the same information can confuse citation attribution. Keep your knowledge base clean and deduplicated.

Keep content up-to-date

Outdated information leads to wrong answers. Use scheduled re-crawls for websites and periodically refresh uploaded documents.

Test after adding content

After uploading new sources, test your chatbot with questions related to the new content to verify it's being retrieved correctly.

Pro Tip

Start with your most important documents first. It's better to have a small, high-quality knowledge base than a large one full of irrelevant content. You can always add more later.

Next Steps

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