Once your chat has been created, you will be taken to the Overview page, which will likely be empty and contain no data, since your chat has not yet been fed with information or shared.
To add files, text, and links, go to the Sources tab. There, you can feed your chat with the information it will use to respond to your users accurately and with context. Everything added here will be considered your chat's knowledge base.
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What you can add:
- Files: PDFs, Word, Excel, images, etc.
- Texts: any copied and pasted content.
- Links: web pages with relevant content.
- FAQ: frequently asked questions and answers.
Step-by-step guide to using the Sources tab:
1. Select the type of file you want to add
After accessing your chat and selecting the Sources tab in the top menu, click the +add button and choose which type of file you want to add to your knowledge base. These are:
- Files:
- Texts:
- Links:
2. View everything in the All tab
The All tab shows all added content, organized by type. You can filter by category or search by name.
3. Monitor the use of the character limit
In the right corner of the screen, you will see a character counter (e.g., 189,456 / 200,000).
If you need more space, we offer flexible resource packages.
4. Practice your chat
After adding everything you want, Attlas will train your chat automatically!
5. Track the status of your files
Below the upload area, you will see the files you have added, each with a colored tag indicating its status:
- 🟩 Trained – The content has already been processed and is being used.
- 🟦 New – It has been added but is still being processed.
- 🟥 Error – There was a failure in processing (try reloading the file).
Let your chat get to know you better!
After uploading your sources, it's time to let your chat learn more about you or your business!
User Identity tab will be provided in the next section of the documentation: