Guides

Adding Documents

Documents are the foundation of a copilot's knowledge. This page shows authors how to upload product manuals and other technical documents as resources, so InSkill GPT can use them to answer technicians' questions.

What you will need:

  • A product manual or other technical document

Adding a Document

Follow these steps to add a document:

  1. In the Manage portal, select the copilot you want to add documents to.

    The Manage portal, showing the list of copilots.

  2. Open the Resources tab.

    The Resources tab of a copilot, showing the resource list.

  3. Select -- Add New Resource --.

    The -- Add New Resource -- drop-down on the Resources tab.

  4. Select Document.

    The resource type options, with Document selected.

  5. Drop, paste, or upload the document in the upload area.

    The document upload area for the new resource.

  6. Enter a title that states the document's purpose, including version information where useful. The title is pre-filled with the file name.

    The title field for the new document resource.

  7. Click Save. The document appears in the resource list on the left.

    The Save button for the new document resource.
    The resource list, showing the uploaded document.

Repeat these steps for each of the copilot's remaining technical documents.

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Note

New resources are indexed before InSkill GPT can use them. Indexing is usually quick, but can take up to an hour when the system is busy.

Next: Adding URLs

Updated 3 days ago