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If you have documents like price lists, brochures, policy guides, or manuals, you can upload them directly to your knowledge base. VozAgent extracts the text content and makes it searchable so your assistant can reference it during phone calls.

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Supported File Formats

VozAgent supports the following document formats:
FormatExtensionDescription
PDF.pdfThe most common format for business documents
Word.docx, .docMicrosoft Word documents
Plain text.txtSimple text files
HTML.htmlWeb page files saved locally
EPUB.epubElectronic publication files

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File Size Limit

The maximum file size is 10 MB. If your file exceeds this limit, you’ll see an error message: “File size must be less than 10MB.” For large documents, consider breaking them into smaller files or using the text content option to paste the most important sections manually.

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How to Upload a Document

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From the Knowledge page

  1. Go to Knowledge in your dashboard sidebar
  2. Click the Add Knowledge button
  3. Select Document from the resource type options
  4. Enter a Title for the document (optional — if left blank, the filename will be used)
  5. Click the upload area or the Choose File button to select your file
  6. Once your file is selected, you’ll see a green checkmark with the filename and file size
  7. Click Add Knowledge to upload
The helper text reads: “Upload a document file. Supported formats: PDF, DOCX, TXT, HTML, EPUB.”

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From the Upload PDF dialog

If you’re using the legacy document view, you may see the Upload PDF File option:
  1. Click Add Document and select Upload PDF File
  2. Click the upload area or the Browse files button to select your PDF
  3. Once selected, the file appears with a green checkmark, the filename, and the file size
  4. Enter a Name for the document (it auto-fills with the filename minus the .pdf extension)
  5. Click Upload
The upload area displays “Drag and drop files here” and “Max. 10MB” to guide you.

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What Happens After Upload

After you upload a document:
  1. The item appears in your Knowledge list with a PDF badge and a file icon
  2. The status shows Scanning while VozAgent extracts and indexes the text content
  3. Once processing completes, the status clears and the content is ready
Processing usually takes a few seconds to a minute depending on the document size and complexity.

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Viewing Uploaded Document Content

To see what text was extracted from your document:
  1. Find the document in your Knowledge list
  2. Click the eye icon (View content) button
A dialog opens showing the extracted text content. The dialog title reads “Document Training Resource” and displays the date the document was added. The content is rendered as formatted text. Headings, paragraphs, and lists from the original document are preserved where possible.

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Processing Status

StatusWhat it means
ScanningThe document is being processed and the text is being extracted.
(No status badge)Processing is complete. The content is searchable by your assistant.
ErrorSomething went wrong during extraction. The file may be corrupt, password-protected, or contain only images.
If a document shows an error, you’ll see a brief error message below the item explaining what went wrong.

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Tips for Uploading Documents

  • Text-based PDFs work best — PDFs that contain actual text (not scanned images) produce the best results
  • Keep documents focused — a 5-page FAQ document is more useful than a 200-page operations manual
  • Use descriptive titles — name your documents clearly (e.g., “2024 Service Pricing” instead of “document1”) so you can find them easily later
  • Check the extracted content — after uploading, use the view button to verify the extracted text looks correct
  • Scanned documents may not work — if your PDF is a scan of a printed page (image-only), the text extraction may fail or produce poor results

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Editing and Deleting Uploaded Documents

Uploaded documents (PDFs and other files) cannot be edited after upload. If you need to update the content, you’ll need to delete the existing item and upload the updated file. To delete an uploaded document:
  1. Find the item in your Knowledge list
  2. Click the trash icon (Delete) button
  3. Confirm the deletion in the dialog
If the document is linked to any assistants, the confirmation dialog will warn you and show how many assistants are affected. You’ll need to type DELETE to confirm. For more details on managing items, see Managing Knowledge Items.