> ## Documentation Index
> Fetch the complete documentation index at: https://docs.botbrains.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Understanding

> Enable customers to share files and documents for personalized AI assistance

Document upload lets customers share files during conversations so the AI can read and extract information from them. This covers invoices, receipts, error logs, configuration files, and other documents relevant to a support request.

<Note>
  This feature is for **end customers sharing documents** during conversations, not for uploading knowledge base content. See [Knowledge](/concepts/knowledge) for that.
</Note>

## Supported File Types

| Category | Formats                  |
| -------- | ------------------------ |
| PDF      | .pdf                     |
| Office   | .docx, .pptx, .odt, .odp |
| Text     | .txt, .rtf, .md          |
| Data     | .xlsx, .csv, .json, .xml |

PDFs with selectable text work best. Scanned PDFs (image-based) have lower extraction accuracy.

## How It Works

1. Customer clicks the attachment icon and selects a file
2. The system scans the file for malware
3. The AI extracts and reads relevant content
4. The AI responds using the document's content alongside conversation context

<img src="https://mintcdn.com/botbrains/R6SsrYxb8eV32Ty6/images/documents/customer-upload-interface.svg?fit=max&auto=format&n=R6SsrYxb8eV32Ty6&q=85&s=e11ecaae19850d40015d13dca93b6b4d" alt="Customer document upload interface showing attachment icon and file selection in a conversation" data-generation-prompt="Navigate to a conversation on platform.botbrains.io with a deployed AI agent that has document upload enabled. Show the conversation message input area with the attachment/paperclip icon visible. Take a screenshot of the interface at 1920x1080 viewport showing the UI where customers would click to upload a document." width="800" height="450" data-path="images/documents/customer-upload-interface.svg" />

## Enabling Document Upload

1. Go to your deployment settings
2. Enable **Document Upload**
3. Configure accepted file types and size limits
4. Deploy

<img src="https://mintcdn.com/botbrains/mrGgmLFCJjw3qsuy/images/documents/deployment-settings-panel.png?fit=max&auto=format&n=mrGgmLFCJjw3qsuy&q=85&s=f51f8b3de0579f0b3fdbe21bdd990a72" alt="Deployment settings panel with Document Upload toggle and file type configuration options" data-generation-prompt="Navigate to platform.botbrains.io and open a project deployment settings page. Find the Document Upload section with toggles and configuration options for file types and size limits. Ensure the setting is visible and toggle is in the ON position to show the full configuration interface. Take a 1920x1080 screenshot with sidebar collapsed, focusing on the Document Upload settings area." width="1920" height="1080" data-path="images/documents/deployment-settings-panel.png" />

Add [guidance](/concepts/guidance) to instruct the AI on handling sensitive document content (financial data, personal details) appropriately.

<Warning>
  Document content moderation is still being enhanced. botBrains is working to match the same level of guardrails that exist for audio and image files.
</Warning>