Most organisations produce far more information than people can easily use. Manuals, policy documents and help guides tend to sit in folders while customers and employees continue asking the same questions. A document-trained chatbot changes that by turning static files into clear, instant answers. Teams add clear, reliable content, and the agent uses that material to answer questions so staff do not repeat the same tasks every day.
This guide explains how to prepare your documents, train a GetMyAI agent, manage accuracy and monitor performance. The aim is practical deployment. With the right steps, you can create a chatbot that improves support, strengthens internal knowledge access and maintains consistent outputs across channels.
Start With a Clear Purpose
A reliable project starts with a clear role for your agent. Decide whether it will answer questions from product guides, assist employees with HR or IT information, or act as an AI customer assistant for routine enquiries on your website. Start with a small, organised set of documents and check how well the agent performs in one main channel, whether that is your site, WordPress or Slack.
A narrow starting scope keeps behaviour predictable and easier to refine. Expand to WhatsApp or Telegram only after the first version performs well. When the agent is used for sales conversations or lead follow-up, organise your documents to match those goals. That way, the system functions like an AI customer assistant that guides visitors toward the information they usually ask for at the start.
Prepare Your Documents Before Uploading
- GetMyAI reads formats such as PDF, DOCX, PPTX, XLSX and TXT, so the main work is keeping files clear, accurate and free from unnecessary detail before uploading.
- Review documents for outdated material, remove conflicting versions and use clear sections. This helps the AI chatbot software retrieve accurate information without struggling through jargon or duplicated content.
- File size limits depend on the selected plan. URL uploads count by page, and Free plan agents read up to ten pages. Retrain after updates, or the system uses older content.
- Documents are stored on secure servers, and only approved teammates inside your Playground can upload or modify files, which protects information and maintains controlled access.
Add Your Documents to GetMyAI and Train the Agent
Step 1. Sign in to GetMyAI
Sign in to your GetMyAI account using Google or your email and password. After you log in, your dashboard opens and gives you everything you need to start. You can manage agents, upload documents and begin shaping your chatbot with the available tools.
Step 2. Create a new agent in the Playground
The Agents dashboard holds every assistant your team creates. Each card shows the agent’s name and offers quick tools to preview, edit or delete. It is an easy way to track what is running now and build new agents when your workflow requires another task.
Step 3. Upload documents and URLs
Upload the documents that will shape your agent’s responses in the Files panel. This can be anything from PDFs and Word files to spreadsheets or reference guides. Review the list on the right to confirm the uploads. After checking, choose Create agent so the system can process the material and build the initial version.
Step 4. Train the Agent
Select Train to generate your first version. When you update files, retrain to keep the agent’s knowledge current, which is important for any AI chat software that relies on document context. You can also pick a model such as Amazon Nova or Mistral based on your plan.
Step 5. Test inside the Playground
Test the agent with real questions your users might ask. If any replies seem thin or unclear, update the documents or adjust sections that need clarity. This simple review helps reduce later fixes and gives you cleaner results before publishing through your AI chatbot software or conversational ai platform.
Once your agent responds consistently, you can prepare for deployment.
Improve Answer Quality With Practical Controls
Maintain Clean Information for Consistent Performance
Strong chatbot performance depends on current, accurate material and simple update routines. GetMyAI relies on semantic retrieval that matches meaning instead of keywords, which makes clarity essential. Keep your knowledge base clean by removing outdated files and uploading authoritative versions. Conflicting documents can shift retrieval results and reduce accuracy for any chatbot platform software that pulls information directly from user-provided content.
Strengthen Oversight and Safety Across Use Cases
When the agent cannot determine intent, it moves the query to the Improvement section for human review. Teams can add Q&A pairs, upload supporting files and retrain for steady growth. Clear documentation also prevents errors for teams that depend on a customer service AI chatbot for routine interactions. If your workflow involves appointment enquiries, structured guidance helps the system respond more confidently like an AI booking assistant during scheduling-related questions.
Track Performance With Activity and Analytics
Activity Overview
The Activity section shows each conversation as it unfolded, complete with message counts, timestamps and the questions users asked. It lets teams see how the agent responds in real conversations and makes it easier to notice spots where answers need adjustment or more detail.
- Chat Logs show every exchange, from the user’s message to the agent’s reply, making detailed reviews easier.
- Filters and Search help you quickly find the chats you want to revisit when refining content or fixing issues.
- Unanswered Questions lists the queries the agent could not handle and gives you a direct route to add responses in the Q&A workspace.
- Improvements let teams supply answers for anything the bot missed, so accuracy keeps moving forward.
Regularly checking these entries helps teams sharpen the agent’s performance and keep behaviour consistent across all supported channels.
Analytics Insights
Once live, your agent will begin generating real usage data. The Analytics dashboard gives you the information you need to evaluate performance and identify areas for improvement.
- Total Conversations shows overall chat volume for the selected period.
- Total Messages reflect interaction depth across each conversation thread.
- Thumbs Up or Down provides direct feedback on response quality.
- Average Response Time shows how quickly the agent replies.
- Chats indicate how many users initiated new conversations.
- Chats by Country and Channel reveal engagement patterns and distribution.
- Peak Activity Day identifies usage spikes during busy periods.
- Engagement Rate measures how often users respond positively.
- Geographic Reach summarises active regions and leading countries.
Deploy and Maintain Across Channels
When your agent performs well in testing, choose where to publish it. GetMyAI supports website chat, WordPress, Slack, WhatsApp and Telegram. A single trained agent running on all channels helps maintain steady behaviour while keeping ongoing management simple.
Updates remain simple because training happens in one place. Upload a new file, retrain, and all connected channels receive the updated knowledge. This is one of the reasons many teams consider GetMyAI when comparing conversational AI platform options for multi-channel use.
Regular monitoring keeps the system aligned with real user needs. Chat logs and Analytics show where small adjustments can make a meaningful difference. If your organisation uses the agent for sales or shopping enquiries, accurate content also supports interactions similar to a conversational AI platform in e-commerce contexts.
Start Building Your Document Powered Agent Today.
A document-trained agent works best when the information behind it is clear and consistently managed. GetMyAI makes this process straightforward. Upload your documents, train the agent, test its behaviour and review Analytics to refine performance. The Improvement section turns unclear questions into learning opportunities and helps the system stay aligned with your organisation’s language and processes.
Simple upkeep is enough to keep your chatbot giving dependable answers anywhere it is deployed. Teams move through tasks more easily, and users get timely answers without having to wait for manual help.