Uploading Documents

Adding documents to Airmailer is straightforward. This guide covers everything you need to know about uploading files to build your AI agent's knowledge base.

Getting Started

1. Navigate to Documents in the sidebar
2. Click the Upload Document button
3. Select your file or drag and drop
4. Configure document settings
5. Click Upload

Upload Methods

Drag and Drop

Simply drag a file from your computer and drop it onto the upload area.

File Browser

1. Click Upload Document
2. Click Choose File
3. Navigate to and select your file
4. Click Open

Supported File Types

| Format | Extension | Best For | |--------|-----------|----------| | Markdown | .md | Structured documentation | | HTML | .html | Web page exports | | Plain Text | .txt | Simple content |

Markdown Files

Recommended for most use cases:

• Preserves formatting (headings, lists, links)
• Easy to create and edit
• Best structure for AI understanding

HTML Files

Great for importing existing web content:

• Automatically converted to Markdown
• Navigation and boilerplate removed
• Main content extracted

Plain Text

For simple content without formatting:

• Direct text content
• No special formatting preserved
• Good for short documents

Configuring Your Upload

Document Title

Give your document a clear, descriptive title:

✓ "30-Day Return Policy"
✓ "Product Sizing Guide"
✓ "Shipping FAQs"

✗ "Document 1"
✗ "Policy"
✗ "Untitled"

Document Type

Select the category that best fits:

• Terms: Legal terms and conditions
• Privacy: Privacy policy documents
• Returns: Return and refund policies
• FAQ: Frequently asked questions
• Other: Everything else

Source URL (Optional)

If your document came from a webpage, you can record the source URL for reference.

File Requirements

| Requirement | Limit | |-------------|-------| | Maximum file size | 2 MB | | Encoding | UTF-8 | | Maximum documents | Varies by plan |

HTML Processing

When you upload an HTML file, Airmailer:

1. Parses the HTML structure
2. Removes navigation elements (menus, sidebars)
3. Removes headers/footers (site chrome)
4. Extracts main content (article body)
5. Converts to Markdown for storage
6. Preserves formatting (headings, lists, links)

This means you can export pages directly from your website without manual cleanup.

Upload Progress

During upload, you'll see:

1. Uploading: File transfer in progress
2. Processing: Converting and extracting content
3. Complete: Document ready for use

Large files may take a few seconds to process.

After Upload

Once uploaded, your document is immediately available:

• Your AI agent can use it to answer questions
• It appears in your Documents list
• You can edit the title or type anytime
• You can delete it if needed

Batch Uploads

To upload multiple documents:

1. Upload them one at a time
2. Each upload processes immediately
3. No waiting for batch completion

Troubleshooting

Upload fails immediately

• Check file size (max 2 MB)
• Verify file format (MD, HTML, or TXT)
• Ensure file isn't corrupted

Content looks wrong after upload

• HTML conversion may not preserve all formatting
• Consider using Markdown format instead
• Edit the document if needed

Document not appearing in list

• Refresh the page
• Check if upload completed
• Verify you're viewing the correct brand

File encoding issues

• Save file as UTF-8 encoding
• Avoid special characters in filename
• Re-export from source application

Best Practices

1. Use descriptive filenames: Makes documents easier to find
2. One topic per document: Better for agent retrieval
3. Include context: Don't assume prior knowledge
4. Update regularly: Keep information current

Next Steps

• Learn about supported formats
• Import from URLs
• Configure your AI agent