PDF files are another content source that can be added to your Knowledge Hub and enabled for both Fin AI Agent and Fin AI Copilot. Simply upload a PDF file and the text content from the file will be scraped and made available for Fin to use within minutes.
Similar to Snippets, content from these PDF files are a private source so your customers will not see any link references to them in Fin’s responses. The content is only there to be accessible to teammates in your workspace and improve Fin’s answer quality and coverage.
Upload a PDF file to the Knowledge Hub
PDF file content can be uploaded from Knowledge Hub > Sources under either the For AI Agent or For AI Copilot tab.
Scroll down to “More content sources” where you’ll see PDFs and select Upload PDF.
The total number of files currently uploaded to the Knowledge Hub will be shown here.
Next, choose your PDF file or drag and drop it in the modal.
Once added, you will see a success message to say the file was uploaded successfully and then processed. Files will be visible on the Content page within a few minutes and will usually be available for Fin to use within 10 minutes.
Note:
Each PDF file uploaded has to have a unique name with unique content.
Only text PDF format is supported (i.e. if you can select the text from the PDF, we can scrape it for Fin AI Agent and Fin AI Copilot).
Text within table format is also readable by Fin AI Agent and Fin AI Copilot.
Images from PDFs are not scraped.
PDFs larger than 45 MB cannot be imported.
Encrypted or password protected PDFs are not supported.
Each workspace has a limit of 100 PDF files you can upload.
Multi-column PDFs are not supported:
Managing PDF files
Update or delete a PDF file
PDF file content can be re-uploaded or deleted by navigating to Knowledge Hub > Content and opening the PDF file (you can search and filter by PDF at the top of the Content page).
From within the PDF editor you can choose to Delete or Re-upload and select a new copy of the PDF file you want to replace this with.
PDF content is view-only and can’t be edited directly within the editor. If you want to update the content, the PDF source will need to be updated and then re-uploaded to Knowledge.
Enable/disable PDF files for Fin
If you want to enable or disable PDF files for Fin AI Agent and Fin AI Copilot, go to Knowledge Hub > Content and open the PDF file (you can search and filter by PDF at the top of the Content page).
Then from the Details panel navigate to “Fin settings” and toggle on/off the options for:
Available for AI Agent - This setting will make the PDF available for Fin AI Agent to use when responding to customers (it will respect any audience rules).
Available for Fin AI Copilot - This setting will make the PDF available for Fin AI Copilot to use when answering teammates questions in the inbox via the Copilot panel.
Fin AI Agent answer behavior
When a PDF file is used as a content source in an AI Agent answer, the customer is not shown a link to the PDF. Instead, they will see a message saying AI answers are generated based on both public and private sources provided by [your company name].
Fin AI Copilot answer behavior
When a PDF is used as a source in a Fin AI Copilot answer, the teammate is shown a preview of the PDF which they can click on to open in the right sidebar.
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