Train from File Uploads
Upload a PDF, Word doc, Excel sheet, PowerPoint deck, plain text, Markdown, CSV, JSON, or XML file straight into Training, and every employee on your team can search it within minutes. Up to 20 files per run, each up to 72 MB, feed the same shared knowledge base your employees check on every message. No connected app and no crawlable URL required.
Train from File Uploads lets you hand an employee a document instead of a subscription. Drop a PDF, a Word file, an Excel sheet, a PowerPoint deck, plain text, Markdown, CSV, JSON, or XML file into Training, and it becomes part of the knowledge base every employee on your team searches automatically, on every message, without anyone telling them to look.
A run accepts up to 20 files at once, each up to 72 MB. The system reads the text out of each file, checks it against what is already trained so re-uploading an unchanged document gets skipped, and builds searchable knowledge from what is genuinely new. You watch the whole thing in a live session: files found, files processed, files skipped as duplicates, and any that failed, with the credits the run used shown once it completes.
This is the source for the document that only exists on a hard drive, not in an account you can log into: a scanned contract, a one-off spreadsheet a client emailed you, a policy nobody ever put in Notion. Training from an App pulls through a connected tool's live API, and Training from a Website crawls a public URL; File training needs neither. Whatever you could attach to an email, you can train an employee on.
Every file is read by Sistava itself before anything is stored, rather than being handed off to a library and assumed to have worked. That matters because the failure mode it replaces was invisible: a document could be accepted, marked complete, and still teach your employees nothing. Now each file reports what actually happened to it, and a file that genuinely cannot be read, such as a scan with no selectable text in it, is marked as failed with the reason sitting next to it.
You do not have to take the result on faith either. The Knowledge Inspector opens from Training and shows you the documents that made it in, the stats for the run, and a test search box, so you can type the question you expect a customer to ask and see whether the answer comes back out of the file you just uploaded. If it does not, you know before a customer finds out.
Training uses credits, and the run tells you how many it used once it completes, so the cost of teaching your employees something is visible rather than buried in a monthly total. Because unchanged content is recognised and skipped, keeping a document current costs roughly what the change was worth instead of the price of the whole file again.
What You Can Upload
File training accepts PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), plain text (.txt), Markdown (.md), CSV, JSON, and XML files. Older Office formats like .doc, .xls, and .ppt are not on the list; save or export to the modern format first.
Each run takes up to 20 files, and each file can be up to 72 MB. A file that is empty, in an unsupported format, or too large is rejected before upload with a specific reason, so you know immediately which file to fix rather than finding out after a run fails.
One Shared Knowledge Base, Four Ways In
Files are one of four training sources alongside connected Apps, crawled Websites, and pasted Text, and all four write into the same company-wide knowledge base. You do not train each employee separately: upload a file once, and every employee in the organization can draw on it starting with their very next conversation.
Training from files requires the Builder plan or higher, the same gate as the other three sources. If your document changes, upload the new version and start another run; unchanged content from the previous version is skipped automatically, so only the differences get processed and billed.
When A File Cannot Be Read
Not every document has text in it. A photographed page, a scan produced without character recognition, or a PDF that is really just an image has nothing to extract, and Sistava says so instead of quietly reporting success. That file shows as failed with the reason attached, and the run tells you how many items did not make it, so a completed run means the content is genuinely searchable.
The other half of that promise is verification you can run yourself. Open the Knowledge Inspector after a run, look at the documents listed against the session, and use the test search to ask the question you actually care about. If the answer comes back grounded in your file, your employees will answer the same way in a live conversation.
How It Works
From a file on your machine to knowledge every employee can search
Open Training on the Company Dashboard and pick the Files tile, or upload directly from the Files tile inside a source picker. Select up to 20 files at once; each one is checked against the allowed file types and the 72 MB per-file ceiling before it uploads.
Once uploaded, the platform extracts the text from each file, whether that means reading a PDF's pages, a spreadsheet's cells, or a slide deck's text boxes, and hands it to the same knowledge-building pipeline every other training source uses. Documents that match something already trained are skipped as duplicates; only new or changed content gets processed.
The run shows up as a session with real-time progress, and it queues automatically if another training run is already in flight, so a second file upload never gets rejected because Notion training happened to be running. Once it finishes, the extracted knowledge is immediately searchable by every employee in the company, not just the one you were looking at when you uploaded it.
Use Cases
Ground answers in a contract or policy PDF
Upload a signed contract, an employee handbook, or a compliance policy as a PDF and your employees can answer questions against its actual language instead of guessing from a summary you typed up separately.
Bring in a client's spreadsheet without building an integration
A client emails over a pricing sheet or a project tracker in Excel. Upload it directly; there is no need to get it into a connected app first just so an employee can reference it.
Onboard a new employee with your existing SOPs
Upload your standard operating procedures, sales scripts, or brand guidelines as Word or PowerPoint files the day you hire a new employee, so it starts every conversation already knowing how your company operates.
Refresh knowledge after a policy update
When a document changes, re-upload the new version. The system skips anything unchanged and only processes what is actually new, so keeping your employees current does not mean retraining from scratch.
Comparison
| Before | After |
| The policy PDF lives on your laptop, so every time somebody asks about it you open the file, find the paragraph, and paste it into the conversation yourself. | The PDF is uploaded once and every employee answers from its actual wording, on every message, without you fetching anything. |
| A document only reaches an employee if it already lives in a connected app or on a public web page, so the one-off spreadsheet a client emailed you never makes it in at all. | You upload the spreadsheet straight from your machine. No connected account and no crawlable URL required. |
| A small edit to a long handbook means processing and paying for the entire document again, so people put off keeping it current. | Unchanged content is recognised and skipped, so refreshing a document costs roughly what changed in it. |
| An upload says it succeeded and you have no way to tell whether the text was really read, until a customer gets an answer that is not in the document. | Each file reports processed, skipped as a duplicate, or failed with the reason, and a test search shows you what was learned before anyone else sees it. |
FAQ
What file types can I upload for training?
PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), plain text, Markdown, CSV, JSON, and XML. Legacy formats such as .doc, .xls, and .ppt are not supported; export them to the modern equivalent first.
How many files can I upload at once, and how large can they be?
Up to 20 files per training run, and up to 72 MB per file. If you have more than 20 files, upload the first batch, let it complete, then start a second run; nothing is lost, it just queues.
Do I need a paid plan to train on files?
Yes. File training, along with Apps, Websites, and Text training, requires the Builder plan or higher.
What happens if I upload the same file twice, or a new version of the same document?
The system checks new content against what is already trained. An unchanged file is skipped automatically so you are never charged twice for the same knowledge. A new version of a document is processed as new content.
Does one uploaded file only inform the employee I was viewing?
No. Training is company-wide. A file you upload becomes part of the shared knowledge base every employee in your organization searches automatically on every message.
How do I check that my employee actually learned from the document I uploaded?
Open the Knowledge Inspector from Training after the run finishes. It lists the documents that were processed, shows the stats for that session, and gives you a test search box. Type a question you expect a customer to ask and see whether the answer comes back out of your file.
Can I train on a scanned document or a screenshot of a page?
Only if the file contains real, selectable text. A scan or an image-only PDF has nothing to extract, so it is marked as failed with the reason shown next to it rather than silently reported as complete. Run the scan through character recognition first, then upload the searchable version.
Does uploading a file for training use credits?
Yes. Building searchable knowledge from a document consumes credits, and the training session shows how many the run used once it completes. Content that matches something already trained is skipped, so re-uploading an unchanged document does not spend credits again.
Where Train from File Uploads fits
Train from File Uploads is part of Things that make them smart.
Upload documents, connect Notion or Google Docs, and choose the source content that becomes shared company knowledge. A 6-layer memory system ensures they never forget a conversation, a decision, or a preference. When one employee learns something new, the whole team benefits through shared knowledge.
Read the guide
More in Knowledge
- Remember Every Conversation: Your AI employees remember what happened in past conversations, across your whole workspace, not just the one they are in right now. Preferences, decisions, and facts shared in chat get carried forward automatically, so you never have to repeat yourself to the same employee, or explain the backstory to a different one. It works out of the box, with nothing to set up or turn on.
- Keep Notes Between Tasks: Every employee keeps a personal notebook of what it has learned about you: your preferences, corrections, contacts, and how you like work done. That notebook loads automatically at the start of every conversation, so you never have to repeat yourself. Update a preference once and it sticks for good, across every future task and every channel.
- Custom Knowledge Training: Feed your company's existing knowledge into your AI employees so they answer questions and make decisions using your real data, not generic guesses. Train from a connected app (Notion, Slack, HubSpot, and 65+ more), a website crawl, an uploaded file, or pasted text. Training is company-wide: every employee shares the same knowledge base and searches it automatically on every conversation.
- Academy Courses: Sistava Academy is a set of free, self-paced courses that teach you how to get real work out of an AI employee. Each course is a short series of written lessons you read in the browser, no video required, followed by a quiz. Pass the quiz and you get a certificate of completion with your name on it, ready to download as a PDF.
- Shared Team Knowledge: What one AI employee learns in conversation, every employee in your workspace can draw on, automatically. Tell your sales lead about a new pricing rule and your support employee already has it the next time a customer asks, with no retraining and no copy-pasting the same context into each employee. Train an employee on a set of documents (a policy, a playbook, a product spec) and that knowledge is searched before every response across the workspace, so new hires start from what the team already knows instead of a blank slate.
- Train From Any Source: Train your AI employees on the documents and tools your company already uses: upload files, point at any URL, or connect an app like Notion, Google Drive, Slack, or Zendesk. Training happens in place, with no exporting and re-uploading, and it teaches the whole workspace at once, not just one employee.
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