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The Files page lets you upload existing documents and turn them into knowledge that BoundBot can use during AI replies.

Supported uploads

In the current UI, the upload dialog accepts:
  • PDF
  • TXT
  • CSV
  • MD
  • DOCX
The current file size limit in the upload form is 10 MB per file.
File uploads are plan-gated. If your current tier does not include them, the app opens the upgrade flow instead of the upload dialog.

Upload a file

1

Open the files page

Go to Knowledge -> Files.
2

Choose the document

Click Upload File, then drag a file into the dialog or browse from your device.
3

Review the selection

The dialog shows the file name, detected type, and file size before upload.
4

Upload and index

Click Upload & Index. BoundBot stores the file, extracts its content, and adds it to your AI knowledge flow.

Manage uploaded files

The table supports:
  • search by file name or file type
  • file size display
  • upload date display
  • delete from the row action menu
Deleting a file removes both the file entry and its indexed content from your knowledge base.
Deletion is permanent. The bot will no longer use that content in replies. If you need the content again, you must re-upload the file.

File processing states

After you upload a file, it moves through processing until it is available to the bot. The Files table shows the current state for each file.
StateMeaning
PendingUpload completed; the file is queued for processing.
IndexingContent is being extracted and indexed. The file is not yet used in answers.
ReadyProcessing finished successfully. The file is indexed and available to the bot.
ErrorProcessing failed (e.g. unsupported content, corrupt file, or extraction error). The file is not used. Check the file format and try re-uploading or contact support if it persists.
If a file stays in Pending or Indexing for a long time, refresh the page. If it remains in Error, see Troubleshooting below.

Troubleshooting

File size exceeds 10 MB The upload form rejects files larger than 10 MB per file. Compress the document, split it into smaller files (e.g. by chapter or section), or export a summarized version. You can upload multiple files separately to cover the same content. Unsupported format Only PDF, TXT, CSV, MD, and DOCX are accepted. If your document is in another format (e.g. .pages, .odt, or an image), export or convert it to one of the supported types before uploading. File stuck in Error state Re-upload the file after confirming it opens correctly on your device and is not password-protected. If the problem continues, try saving a fresh copy (e.g. “Save As” in the original app) and upload that. Image-only PDFs will not index as text; use a version with selectable text or run OCR first.

When files are the right tool

Use files when your source of truth already exists in documents, manuals, menus, policies, or exported reports. For short answers that need exact wording, prefer FAQs. For live site pages, prefer Websites.