How to Add and Manage files

Adding files to the LeadsWithDemos platform for use in AI assistants is a simple process that enhances the capabilities of your AI assistant.

Step-by-Step Instructions:

Step 1: Navigate to the File Manager Tab

• Log in to your LeadsWithDemos account.

• From the main dashboard, click on the site where you would like to add the file for the AI assistant.

• Then navigate to the AI Assistant section in the left-hand menu.

• Click on the Settings section and select the File Manager tab to access your file management options.

Step 2: Open the Add File Window

• In the File Manager tab, locate the Add File button, typically positioned at the top right corner of the interface.

• Click on the Add File button to display the upload window.

Step 3: Upload Your File

• A pop-up window will appear prompting you to upload a file. You can do this in one of two ways:

• Click the “+” icon in the “Click or Drop File to Upload” area: This will open your file browser. Navigate to the desired file on your computer, select it, and click Open.

• Drag and Drop the file: Simply drag your file from your file explorer and drop it into the specified area in the pop-up window.

The maximum allowed file size and the accepted formats for files that can be added and used for AI assistant’s custom knowledge are as follows:

• Maximum File Size: 5 MB

• Allowed File Types: .c, .cpp, .cs, .css, .doc, .docx, .go, .html, .java, .js, .json, .md, .pdf, .php, .ppt, .py, .rb, .sh, .tex, .ts, .txt

Step 4: Confirm File Upload

• Make sure that your file complies with the allowed types and size.

• Once you’ve added your file, click the Upload button in the pop-up window to finalize the upload.

Step 5: Review Uploaded Files

• After uploading, the file will be listed in the File Manager table, along with details such as Name, File ID, Size, Created at, and available Actions (Delete).

How to delete a file

To manage a file including deleting it, from the File manager table, simply click on the delete icon of the file that you would like to delete, once clicked a pop-up window will appear for you to confirm your action.

You can also delete files in bulk, simply select from the File manager table all files that you would like to delete, and click on the delete icon located before the “Add File” button, a pop-up window will appear for you to confirm your action.