How to Create a Chatbot With Your Documents

A chatbot that draws directly from your own documents can provide users with quick, relevant answers without requiring them to sift through pages of information. Users simply ask questions, and the chatbot uses your existing content to respond.

Creating a chatbot based on your documents allows you to build on content you already have. With a simple setup, the chatbot delivers accurate, context-specific responses from the information you’ve compiled.

In this article, we will outline how to create a chatbot with your documents and turn them into a responsive tool that provides users with immediate and reliable information.

What Are Document-driven Chatbots?#

Document-driven chatbots are specialized chatbots that pull information directly from texts to answer user questions. They're useful when a user needs a quick, appropriate answer, such as in customer support or educational environments.

Document-based chatbots often use a vector database. A vector database allows the chatbot to index large volumes of text and quickly retrieve relevant information.

It converts your documents into vector representations and allows the chatbot to search for answers based on the meaning behind the query.

These chatbots rely on a blend of technologies in sifting through documents, synthesizing user research, and providing relevant responses:

Natural Language Processing (NLP)#

NLP is what helps chatbots understand human language. The tech allows a chatbot to read and make sense of documents, figure out what a user is asking, and decide which parts of the text are relevant to that question.

Artificial Intelligence (AI)#

AI gives chatbots the cleverness they need to handle complex interactions. It lets them understand questions better, keep conversations going, and learn from each chat to improve.

Machine Learning (ML)#

ML is a type of AI that learns from your own data, which makes chatbots more adept with each query they process. They can analyze past interactions, refine their comprehension of questions, and fetch relevant information.

Advantages of Using Documents to Power Chatbots#

Training a chatbot using your documents is a smart way to maximize your existing resources while delivering fast, accurate responses. Here's how it can improve customer service and make internal processes more efficient.

1. Saves Time and Resources#

Traditional chatbot training usually requires you to manually create a long list of questions and answers. This process can be tedious and time-consuming, especially starting from scratch.

Using the documents you already have—such as user manuals, FAQs, or internal guides—helps you skip much of that initial setup. The chatbot can simply extract information from these documents to respond to user inquiries.

2. Provides Consistent Answers#

Consistent responses are essential in customer support. Different agents might interpret questions differently, leading to variations in the information they provide. This can confuse customers and erode trust over time.

Training a chatbot with your existing documents ensures that users receive the same information whenever they ask a question. The chatbot pulls directly from your files, so it doesn’t rely on human memory or interpretation.

This can be especially important in healthcare, finance, or legal services, where providing consistent, accurate information is critical.

3. Quick and Instant Responses for Users#

Customers and users expect quick answers when visiting your website, using your app, or messaging your support team. This is where a document-trained chatbot can make a big impact.

Once the chatbot is trained on your documents, it can respond to inquiries in seconds. Users no longer have to dig through lengthy PDFs or wait for someone to reply. This can be a huge advantage, especially during peak times when your support team is stretched thin.

4. Maximizes the Value of Existing Content#

Many companies have spent years creating detailed documentation, from training guides to technical manuals. However, these valuable resources often go underused because they’re buried in folders or only accessible to certain teams.

Instead of having employees sift through pages to find what they need, they can simply ask the chatbot. This way, the information is accessible anytime, anywhere, without the hassle of searching manually.

5. Supports Multilingual Capabilities#

You likely have documents in multiple languages if your company serves an international audience. A well-trained chatbot can pull information from documents in various languages to provide support without hiring additional staff.

This can be a huge advantage for global businesses that want to provide seamless service across different markets.

6. Reduces the Workload on Support Teams#

Customer support teams are often overwhelmed with repetitive questions. Questions like “What is the return policy?” or “How can I reset my password?” can take up much of support agents’ time.

A document-trained chatbot can handle these routine inquiries, allowing your team to focus on more complex, high-priority cases.

This doesn’t just reduce the workload but also improves job satisfaction for support staff. Instead of dealing with the same questions day in and day out, they can work on issues that truly require human insight.

Prerequisites for Building a Chatbot with Your Documents#

Before you start creating a chatbot using your existing documents, getting prepared is important. There are a few essential steps, tools, and resources that you need to know, such as:

Key Tools and Technologies#

You will first need an AI-powered chatbot platform to create a chatbot capable of handling document-based queries. Platforms like Denser.ai use NLP to help the chatbot understand and process user questions.

Selecting the right platform is important because not all support document-based training. However, Denser.ai allows you to upload your documents directly and train the chatbot using those files, making the setup much easier.

Your chatbot will also need to be able to handle a variety of document formats. PDFs, Word files, and Excel sheets are commonly used formats that most platforms can process. Ensuring your documents are properly formatted and organized will help the chatbot pull accurate information when needed.

Additionally, integrating your chatbot with other systems can expand its capabilities. For example, connecting the chatbot to tools like Slack or CRM platforms can help it seamlessly serve customers and internal teams.

If your company relies on automated workflows, using platforms like Zapier will allow your chatbot to interact with other apps, automating processes such as data entry or follow-ups.

Document Preparation#

Before you upload documents to your chatbot platform, you should take some time to organize them.

You’ll need to convert your files into supported formats such as PDF or Word to ensure the chatbot can process them correctly. Denser supports a wide range of file types, including PDF, DOCX, XLSX, PPTX, TXT, HTML, CSV, TSV, and XML. After uploading, review your content to make sure it’s up-to-date, easy to understand, and free of unnecessary jargon or outdated details.

It’s also helpful to break down lengthy documents into sections or chapters with clear headings. This way, the chatbot can quickly pinpoint where to look for answers.

For example, if you’re uploading an employee handbook, dividing it into sections on benefits, company policies, and procedures will help the chatbot respond better.

Integrations and APIs#

For internal use cases, integrating your chatbot with Slack gives employees quick, reliable answers to questions about HR policies, IT support, or project documentation—right where they already work. You can find setup instructions in the Slack Integration guide under Denser.ai Integrations.

APIs offer another powerful way to extend your chatbot’s capabilities. If you need the chatbot to fetch real-time information—such as shipment status, inventory availability, or other dynamic data—APIs make that possible. You can explore full implementation details in the Denser.ai API Documentation.

Preparing for Data Security#

Lastly, if your documents contain sensitive information, you’ll need to pay close attention to data security.

Make sure your chatbot platform uses encrypted connections to protect your files. You must limit access to the documents and the chatbot’s training environment to only those who need it.

Additionally, if you’re in an industry with strict compliance requirements like healthcare or finance, ensure your chatbot setup aligns with regulations.

How to Create a Chatbot With Documents#

Let’s look at the seven steps to create a chatbot with documents.

Step 1: Define the Purpose and Scope#

Begin by determining the goal of your chatbot. Do you need it to answer FAQs based on a user manual? Or should it provide detailed explanations from a collection of research papers?

Defining your goal will help you choose the right tools and plan your approach.

Step 2: Gather and Prepare Your Documents#

Collect all the relevant documents your chatbot will need to reference. This might include PDFs, Word documents, or even web pages.

Then, the chatbot will organize and preprocess them for easier access and understanding. This can involve converting documents to a uniform format and extracting or tagging relevant information.

Step 3: Choose the Right Technology#

With Denser.ai’s latest feature, you can upload and use PDF documents as part of your chatbot’s knowledge base.

The platform reads, extracts, and organizes the content in your PDFs, allowing the chatbot to pull direct answers from these documents. This is ideal for companies with extensive resources like manuals, reports, and policy guides stored in PDF format.

Denser.ai uses Retrieval-Augmented Generation (RAG) and advanced language models to deliver accurate, relevant responses. RAG combines document search with language understanding, so the chatbot can look up the right information from your PDFs and give clear, well-phrased answers.

Unlike traditional search methods that rely on keyword matching, semantic search with Denser.ai looks into the meaning behind your queries. Therefore, it translates to more relevant search results and a more intuitive user experience for your chatbot.

Step 4: Implement Natural Language Processing (NLP)#

NLP is a critical component of your chatbot and allows it to understand and respond to user queries naturally. Most chatbot frameworks provide some NLP functionality, but you might need to train your model specifically on your documents.

This involves feeding your documents into the NLP model to help them learn the vocabulary and context. Training the model on typical user queries can also improve its ability to match these with relevant information from your documents.

Step 5: Integrate Document Lookup#

Once your chatbot can understand user queries, it needs to be able to search your own documents for relevant information.

Implement a document lookup system that can quickly search through your document database based on the query context. You can extract and format the relevant information to provide a concise and helpful response.

Step 6: Test and Refine#

With your chatbot up and running, you must encourage users to try it out and provide feedback.

You can monitor the chatbot's performance to find areas where it may be misunderstanding queries or failing to retrieve the correct information. Then, use this feedback to refine your NLP model and document lookup algorithms.

Step 7: Deploy and Monitor#

Deploy your chatbot to the desired platform, whether a website, social media, or an internal portal. Monitor its performance and user interactions to gather insights and refine its capabilities.

Build a Document-driven Chatbot with Denser.ai#

Now that you know how chatbots work with documents, here's a step-by-step tutorial on how you can effectively implement it with an AI tool:

Step 1: Sign Up#

First, sign up for Denser.ai. You can also book a demo to learn more and build a chatbot tailored to your own data.

Step 2: Go to the Chatbot Dashboard#

After logging in, you'll find a dashboard where you can manage your existing chatbots or start building new ones.

Step 3: Start a New Chatbot#

Click the "New Bot" button to take you to a page dedicated to building your chatbot. This is where the creation process begins.

Step 4: Upload Your Documents#

In the chatbot builder, look for the "FILES" tab. Here, you can upload the documents you want your chatbot to use. Denser.ai supports formats like PDF, DOCX, XLSX, PPTX, TXT, HTML, CSV, TSV, and XML. Select and upload your documents here.

Step 5: Build the Chatbot#

Once your documents are uploaded, click "Create Chatbot" to build your chatbot. It processes your documents to create a searchable database from your uploaded files.

Step 6: Interact with Your Chatbot#

When the chatbot is ready, you'll be taken to a chat interface to ask questions about your uploaded documents. This is your chance to see how your chatbot retrieves information and responds to queries.

Best Practices for Creating an Effective Document Chatbot#

Building a chatbot that uses your documents as a knowledge base can significantly improve how you provide information and support.

However, to get the best results, following a few best practices is important to ensure your chatbot functions at its best. Here's what you need to consider:

Focus on Document Quality#

The accuracy of your chatbot’s responses heavily relies on the quality of the documents you use. To ensure reliable outputs, ensure your documents are up-to-date and error-free.

It’s essential to review them regularly to keep information current, especially if the content includes product specifications, policies, or other details that might change over time.

You can use clear headings and sections to help the chatbot easily locate specific pieces of information. Dividing a product manual into sections allows the chatbot to pull more relevant responses when a user asks a question.

Optimize for Natural Language Understanding#

Your chatbot’s effectiveness depends on how well it understands user queries.

When preparing your documents, include different variations of common questions and keywords. If your document includes information on “password reset,” it’s helpful to also include terms like “forgot password” or “change login credentials”. It helps chatbot recognize different ways users might phrase their questions.

It’s also beneficial to use descriptive headings that align with user intents. Instead of vague headings like "General Info," opt for something specific like "Steps to Reset Password" or "Return Policy Guidelines."

Structure and Format Documents for Better Extraction#

How your documents are formatted can impact how well your chatbot extracts information. It’s a good practice to structure documents with clear paragraphs and subheadings. This lets the chatbot quickly pinpoint relevant sections and pull answers more effectively.

Tables and lists can be particularly useful for structured data, such as pricing tiers, product comparisons, or feature specifications.

If a user inquires about the different subscription plans you offer, a table within your document can help the chatbot deliver that information in a clear and concise manner.

Maintain Consistency in Responses#

One common issue in customer service is response inconsistency, especially when different team members are handling the same questions.

A document-based chatbot addresses this problem by using a single, authoritative source for its responses. This ensures that users receive consistent information every time, reducing confusion and improving user trust.

To maintain consistency, ensure the documents you upload align with your latest policies, procedures, and updates. It’s also a good idea to periodically audit your chatbot’s responses to ensure it’s pulling the correct information.

Denser AI allows users to add FAQs and their answers directly into the chatbot. Users can also review and revise the chatbot's responses to ensure it uses the updated answers in the future. This helps maintain consistent responses for common queries not fully covered in the documents.

Boost User Interaction with Contextual Answers#

A chatbot that provides relevant, context-aware responses improves user engagement. To achieve this, focus on setting up your chatbot to handle follow-up questions seamlessly. For example, if a user asks about product availability, the chatbot can respond with details on stock levels and then prompt, “Would you like to know more about shipping options?”

Integrating your chatbot with your database lets it retrieve information directly, which is useful for queries like "What are total sales this quarter?" or "Show the inventory status for product X."

Test and Optimize Regularly#

Creating a document-based chatbot is not a one-time task. You’ll need to test it periodically to ensure it continues to deliver accurate responses.

You should develop a set of common user questions and test how well the chatbot responds using your documents. If the responses aren’t accurate, review the documents for clarity or update the chatbot’s training.

Collecting user feedback can also be invaluable. Encourage users to share their experiences, and use this input to fine-tune your chatbot’s responses. Additionally, keep your documents updated as your business evolves so that the chatbot can pull the latest information.

Create a Knowledgeable Document Chatbot with Denser.ai!#

Transform your documents into a powerful, intelligent chatbot that delivers precise answers in seconds with Denser.ai.

With Denser.ai, you can turn files like manuals, FAQs, and policy documents into a responsive, AI-driven chatbot that fully understands and uses your content. It’s an effective way to maximize the value of your existing information and give users fast, reliable answers.

Denser.ai’s advanced technology ensures your chatbot finds the right information every time. Users can ask about product features or troubleshooting steps and the chatbot pulls clear, precise answers straight from your documents.

Say goodbye to endless searching and incomplete responses. Improve your site's search capabilities and make navigation easier for your users by trying out a free trial or scheduling a demo!

FAQs About Chatbots for Document Search#

What types of documents can I upload to build a chatbot?#

Most AI chatbot platforms, including Denser.ai, support common file formats such as PDF, DOCX, XLSX, PPTX, TXT, HTML, CSV, TSV, and XML. This allows you to use existing resources like user manuals, policy guides, and product specifications without needing to convert them manually.

Is my data secure when using a document-based chatbot?#

Security is a top priority. Platforms like Denser.ai use enterprise-grade encryption to protect your files during transmission and storage. You can also control access permissions to ensure only authorized users can view sensitive documents or interact with the chatbot.

Can the chatbot understand documents in different languages?#

Yes, modern AI chatbots support multilingual capabilities. They can ingest documents in various languages and provide answers in the user's preferred language, making them ideal for global businesses serving diverse markets.

Do I need technical skills to create a chatbot with my documents?#

Not necessarily. No-code platforms like Denser.ai are designed to be user-friendly, allowing you to upload documents and create a chatbot in minutes without writing a single line of code. However, for more advanced customizations or API integrations, some technical knowledge might be beneficial.

How accurate are the chatbot's responses?#

The accuracy depends largely on the quality of your documents and the underlying AI technology. Denser.ai uses Retrieval-Augmented Generation (RAG) to ensure high accuracy by retrieving the most relevant context from your files before generating an answer. Regularly updating your documents and refining the chatbot based on user feedback also helps maintain high accuracy.