Before you start
- An active plan. Each plan has a page limit. See Plans and limits.
- The Super Admin, Admin, or Manager role on the chatbot. Agents cannot add content.
- An account in the app that can open the pages or files you want.
- A workspace without HIPAA mode. HIPAA workspaces cannot use cloud connectors. See HIPAA.
Google Drive, Dropbox, OneDrive, or Box
1
Open the app's connector
In the chatbot sidebar, go to Files & Data Sources and select the app, for example Google Drive.
2
Connect your account
Select Connect Account. The app’s sign-in page opens.
3
Allow access
Sign in and allow SiteGPT to access your files.
4
Choose files
In the file picker that opens, select the files for the chatbot.
5
Wait for the files
Back in SiteGPT, the message “Files selected! Syncing automatically.” appears. SiteGPT adds and trains the files.
Notes for each app
Notion
In Notion, you choose the pages during sign-in. There is no separate file picker.1
Open the Notion connector
In the chatbot sidebar, go to Files & Data Sources > Notion.
2
Connect your account
Select Connect Account. Notion’s sign-in page opens.
3
Choose pages in Notion
In Notion, select the pages SiteGPT can access, then allow access.
4
Sync the pages
Back in SiteGPT, select Sync Selected Pages.
Add more files later
- Open the app’s connector in Files & Data Sources.
- Select the settings icon next to the connection name.
- Select Add more files, and pick the files.
Check that it works
- Go to Files & Data Sources > Files List.
- Wait for each file or page to show Success.
- Ask the chatbot a question that one of the files answers.
Keep connected files up to date
Files from connected apps do not update on a schedule. When a file changes in the app:- In Files List, select the file.
- Select Resync N Selected.
Disconnect an app
- Open the app’s connector in Files & Data Sources.
- Select the settings icon next to the connection name.
- Select Revoke Access. The message “Connection revoked successfully” appears.
Troubleshooting
A file or page I need is missing
A file or page I need is missing
For Notion, select Modify Page Selection and share the page with SiteGPT. For other apps, select Add more files and pick the file. Your account in the app must be able to open the file.
A file shows Failed
A file shows Failed
Point to the Failed badge to see the reason. SiteGPT reads the text in files. Image-only files and scanned PDFs give no text. See Upload files.
A file shows Limit Reached
A file shows Limit Reached
Your plan’s page limit was reached. Delete content you do not need, or upgrade. See Plans and limits.