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Document Upload Guide

Upload PDF, Word, and text documents to train your AI receptionist with your business information. Your AI can reference these documents during customer conversations to provide accurate information.

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Prerequisites

  • Active Welco account with knowledge training access
  • Business documents ready for upload (PDF, DOCX, TXT, DOC, HTML, EPUB)

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Accessing Document Upload

  1. Log into your Welco dashboard
  2. Navigate to Knowledge Training
    • Click Knowledge Training in the left sidebar under “Configuration”
    • You’ll see the knowledge base management interface

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Uploading Documents

document upload to welco

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Step 1: Open the Upload Dialog

  1. Click the + Add button in the top-right corner of the knowledge base section
  2. Select Upload Documents from the dropdown menu
  3. The “Upload Document” dialog will open

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Step 2: Select Your Document

Using File Browser:
  1. Click Click to upload in the upload area
  2. Browse and select your document file
  3. The selected file name will display in the upload area
Using Drag and Drop:
  1. Drag your document file from your computer
  2. Drop it directly onto the upload area
  3. The file will be automatically selected

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Step 3: Complete Upload

upload all the documents
  1. Review the selected file name to ensure it’s correct
  2. Click Upload Document to process and save
  3. The dialog will close and your document will appear in the knowledge base

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Supported File Formats

Document Types:
  • PDF (.pdf) - Adobe PDF documents
  • Word Documents (.doc, .docx) - Microsoft Word files
  • Text Files (.txt) - Plain text documents
  • HTML (.html) - Web page documents
  • EPUB (.epub) - E-book documents
File Size: Up to 10MB per document ℹ️ Note: Only the file formats listed above are supported. Other file types will be rejected during upload.

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Document Processing

Upload Process:
  1. File is uploaded to secure cloud storage
  2. Document content is extracted and processed
  3. Information becomes available to your AI receptionist
  4. Document appears in your knowledge base list
Storage: Documents are securely stored and accessible only to your AI receptionist and authorized account users.

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Managing Uploaded Documents

View Documents: All uploaded files appear in the “Documents” tab or “All Sources” view Toggle Active/Inactive: Use the switch to enable or disable documents without deleting Download: Click the options menu (⋮) next to any document and select “Download” Delete Document: Use the options menu to permanently remove documents

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Next Steps

After uploading documents:
  • Test your AI receptionist to verify it can access document information
  • Upload additional documents as needed
  • Add other content types like text content or websites
  • Monitor document usage and update files when business information changes
Your AI receptionist now has access to your business documents and can reference this information during customer interactions.