Customers ask about shipping times, returns, and warranty cover, and your product catalog has no answer for any of it. AI Chat Documents let you upload the files that do: policies, FAQs, guides, spec sheets. Once a file is uploaded, the AI Chat Bot answers from it as well as from your products.
Where to find it: log in at app.storeagent.ai and go to My Account → AI Chat Documents. This is a paid-plan feature.
What AI Chat Documents are for
By default, the AI Chat Bot answers from your product data and your store’s pages. See How StoreAgent Chat accesses your product data. AI Chat Documents let you add extra knowledge that isn’t in your catalog, such as:
- Shipping, returns, and warranty policies
- FAQs and how-to guides
- Product spec sheets, size charts, or manuals
- Company or brand information
Once a file is uploaded, the assistant can draw on it when answering customers, so it can handle questions your product listings alone don’t cover.
What you can upload
| Property | Supported |
|---|---|
| File types | .txt, .csv, .md (Markdown), .pdf, .docx (Word) |
| Maximum file size | 10 MB per file |
| Plan | Paid plans. Uploading is not available on the free plan. |
For best results, upload text-based files. A PDF should contain real, selectable text. A scanned image of a page won’t be read reliably.
How uploaded documents are used
- Uploaded documents are added to your StoreAgent AI Memory, so the assistant can search them when it answers customers. See How StoreAgent AI Memory works.
- They add to your product data. They don’t replace it.
- Because documents become part of your AI Memory, uploading them counts toward your plan’s usage. See How StoreAgent calculates your usage.
Uploading and managing documents
- Go to My Account → AI Chat Documents.
- Upload a supported file. Check the table above for the types and the size limit.
- Wait for the file to finish processing. It is then available to the chat assistant.
- To remove a document, delete it from the same page. The assistant stops using it in answers.
Deleting a document stops it being used in answers. It does not refund usage that has already been counted.
Frequently asked questions
Why can’t I upload documents?
Usually one of three reasons:
- You’re on the free plan. Uploading needs a paid plan, and you’ll see an upgrade prompt instead of the upload option.
- The file type isn’t supported. Use
.txt,.csv,.md,.pdf, or.docx. - The file is too large. The limit is 10 MB per file.
What file types are supported?
Plain text (.txt), CSV (.csv), Markdown (.md), PDF (.pdf), and Word (.docx).
What’s the maximum file size?
10 MB per file.
My PDF isn’t being read correctly.
Make sure it’s a text-based PDF, not a scanned image. Scanned and image-only PDFs don’t extract cleanly. Re-export the file or upload a text version instead.
Do documents replace my product data?
No. They sit on top of your product data and give the assistant more to answer from.
How is this different from AI Custom Instructions?
AI Chat Documents add knowledge, so what the assistant can answer from. AI Custom Instructions set rules and behaviour, so how the assistant should act. See How to use AI Custom Instructions in StoreAgent.
Need help?
If you have a question or run into any issues, we’re here to help.
- Premium users: Open a support ticket
- Free users: Visit our community forum
