Chat with any Document and PDF

Stop spending hours searching for insights in your documents.

You can build a custom AI assistant in minutes to chat with financial reports, presentations, Excel files, PDFs—any document type.

Reduce search time by up to 80% and boost your team's efficiency by 10x.

This guide will show you how.

Create the logic

Click "New Project" on your dashboard and select the "Chat with Knowledge Base" template to get you started faster.

You'll enter the workflow builder, and see the logic of the assistant. You will find different functional blocks (also called nodes) inter-connected.

Click the "Documents + Search" node to upload your files. It will only take a few seconds to index them. This indexing ensures only relevant information is sent to the large language model when a question is asked.

For the more technical users, this is the retrieval step in RAG (retrieval-augmented generation), a popular technique that enables large language models to answer specific questions using internal data without fine-tuning.

For advanced users: by clicking the open book symbol close to the document, you will open the chunk visualizer with different parameters to optimize your retrieval of information. Select OCR (Optical Character Recognition) if your documents contain images and charts.

Next, adjust the prompt section of the large language model to guide how to use the indexed data. Be specific about the types of documents and conditions for use—the more detail, the better.

If you need to change the model, click the "Settings" button and select a different provider, without having to add your credentials or setup an account.

When satisfied with your setup, click "Publish" and add an optional description to your version for future reference.

Select a user interface

Go to the Export tab and select the chat assistant from the list of pre-built interfaces.

Adjust the assistant’s title and description to fit your needs, then click "Save Interface" to apply the changes.

You'll see a URL at the top—copy and share it with colleagues. Clicking it will open the assistant for interaction.

Scroll down for more customization options. You can:

• Upload your company logo.
• Enable user feedback (thumbs up/down and comments).
• Add related results to suggest follow-up messages after each response.
• Show processing steps during the conversation.
• Add conversation starters as clickable buttons to initiate chats.

Lastly, enable security features like SSO, password protection, or limit access to specific members.

Wrap up

Build a secure, custom ChatGPT for your business in minutes. Use internal documents and the latest models from any provider (OpenAI, Anthropic, etc.).

Check out our latest blog posts:

• Chat with Sharepoint
• Chat with Snowflake
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