Manuals, price lists, policies: if they're PDFs, a chatbot can answer from them. Here's how to get the files ready, what to check, and the steps with ClearMakes Agents.
Files
Documents, spreadsheets, slides and text. Your agent reads them and can answer from them.
Refund policy.pdf
PDF · 240 KB · added 2 days ago
Staff handbook.pdf
HR › Policies · PDF · 1.1 MB · indexed 3 hours ago
Websites
Add a website and your agent can answer from its pages.
acme.com
48 pages · last scraped 1 day ago
In short
A chatbot trained on PDF documents answers questions from the text in your PDF files. The files are read and indexed, and each answer is built from the passages that match the question; the AI model itself isn't changed. With ClearMakes Agents you upload the PDFs, test the answers, and share the chatbot. The Free plan holds 5 documents.
By the ClearMakes team · Last updated
PDFs with real text: manuals, policies, price lists and help guides. A scanned PDF may have no text the chatbot can read, so check it first.
No. Your files are indexed, not used to change the AI model. Upload a new version or remove a file, and the next answer uses the change.
Free holds 5 documents per agent (10 MB in all), Starter 25 (25 MB), Pro 100 (100 MB) and Business 300 (250 MB).
PDFs are a good start. Most teams add a few other sources too.
Plus CSV, text and their OpenDocument versions, tables included.
Add your address and it reads your pages, FAQs and tables.
On Pro and Business, choose the folders each agent may read.
People ask the way they talk; the agent finds the right passages.
Colleagues ask it in the team chat.
One snippet, and visitors can ask it too.
How to set it up
Sign up, create an agent and give it a name and a short job description.
Add the files in the agent's Knowledge tab.
Ask five questions people really ask in Test agent, and fix any file that gives a wrong answer.
With your team, as a link, or on your website.
Questions
Yes. The ClearMakes Agents Free plan holds 5 documents per agent and 30 conversations a month. Starter is $12 a month for 25 documents.
Tell it in the agent's instructions what to do when the files don't say, such as pointing to your contact page. Test with questions your files don't answer before you share it.
Yes. Put the agent on your site with one snippet, or with our WordPress plugin. Visitors don't need an account.
No. Your knowledge is only used by your own agents.
Your own data
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Free to start. Set up in minutes. One ClearMakes account for everything.
