Document Types
Exactly what each source type does, how to add it, and what to watch out for.
Use this with Adding Content (modal workflow), Feeds (sync rules), and Content Settings (per‑item metadata).
Websites
What it is: Bring in web pages, whole sites, or bulk URL lists. Stored as a clean HTML/Markdown snapshot for training.
Ways to add
Single Page (one URL) → Paste URL → + → confirm attribution (uncheck written by or about me for third‑party) → queue more → Continue.
Scrape Links (multiple pages) → Paste domain or RSS → choose Entire domain or Linked pages only → (RSS) optional Keep synced → Scrape → prune → Continue.
CSV (bulk URLs) → Upload CSV with columns: URL, Context (optional), Citation URL (optional) → Continue.
Sync & limits
Sync via RSS adds new pages only (edits to old pages aren’t captured).
Embedded web videos are not imported—upload video files under Files.
Best practices
Add Context (how/when to use) and Publish date for recency.
Use Citation URL override to point to a canonical/public link.
Prefer RSS for ongoing blogs/news.
YouTube
What it is: Import videos, playlists, or channels; auto‑transcribed for training.
Ways to add
Paste a video / playlist / channel URL → set attribution → queue → Continue.
Sync & limits
Keep synced: Channels only (playlists don’t sync).
Voice credit: credit your voice only; tag others correctly in Content Settings.
Best practices
Use Context to indicate topic/series (e.g., “Module 3: Pricing”).
Provide Publish date from YouTube.
Socials
What it is: Import posts from X (Twitter), TikTok, Instagram, Facebook, LinkedIn.
Ways to add
X (Twitter): Enter handle (no @) → (optional) Keep synced → Continue.
TikTok: Enter handle → Continue (no sync).
Instagram / Facebook / LinkedIn: Upload data export ZIP → review posts → Continue.
Sync & limits
Sync: X only (here). TikTok no. IG/FB/LinkedIn via ZIP only (no sync).
Images: Instagram photos become part of training; ensure rights.
LinkedIn exports: Must include posts; otherwise upload fails.
Best practices
Attribute correctly for non‑owned accounts.
Use Context to cluster campaigns/series.
Files
What it is: Upload documents/media from your computer or cloud drives.
Ways to add
Computer: Drag & drop or picker → list appears → Continue. (Edit details later in the Dock.)
Cloud drives: Connect Dropbox, OneDrive, Box, Google Drive → select files → Continue.
Media specifics
Audio/Video: Works like YouTube/Podcasts. Credit only your voice; tag others by name or “someone else.” For sensitive calls, redact and upload a PDF transcript.
Best practices
Batch long docs by topic; add Context and Publish date.
Use clear filenames; they appear in tables and citations.
Podcasts
What it is: Import single episodes or an entire series.
Ways to add
Single episode: Search/select episode → confirm attribution → Continue.
Series: Search/select series → review list → (optional) Keep synced → prune → Continue.
Sync & limits
Sync: Series add new episodes only (no edits to old).
Voice credit: Credit only your speech; others are stored but not credited to you.
Best practices
Add Publish date and Context (e.g., “Ep 14: Pricing myths”).
Snippets
What it is: Curated Q&A pairs and Text Notes your Delphi can use verbatim.
Ways to add
Q&A: Enter Question + Answer (attach image if relevant) → Add.
CSV (Q&A): Upload CSV with columns Question, Answer (auto‑imports to Dock).
Text Note: Short free‑form note → (optional image) → Add.
Best practices
Use Q&As for high‑stakes answers (policies, canonical responses).
Cross‑link with Suggested Questions for guided starts.
Notes App
What it is: Pull notes/messages from Notion, Evernote, Slack.
Ways to add
Notion: Connect → select pages → Allow → (optional) Keep synced → Continue.
Evernote: Connect → choose notebooks/notes → Continue (one‑time import).
Slack: Connect/authorize → pick channels/DMs → (optional) Keep synced → Continue.
Sync & limits
Keep synced: Notion and Slack (when enabled) add new items only.
Evernote: Static; re‑import to update.
Best practices
Tag confidential notes as such; prefer redacted PDFs for sensitive material.
Add Context so Delphi knows when a note applies.
Content Loading Dock (applies to all types)
What it is: A staging area inside the Add Content modal. Collect items from any tab, set one Access Group for the batch, edit details (Author, Context, Citation URL, Publish date, Keep synced), prune, then Finish Uploading to start training.
Important limits
Leaving the modal clears the Dock. Use the exit prompt to Finish or Discard.
One Access Group per batch. Split uploads if you need different permissions.
Recency matters: Set Publish date for accurate freshness behavior.
FAQs / Troubleshooting
Why was my LinkedIn export rejected? Your export probably didn’t include posts. Re-request your data from LinkedIn and choose the package that includes posts. Then re-upload that ZIP — Delphi needs post content, not just profile data.
How do I make Delphi prioritize recent content? Recency is automatic — it’s based on each file’s Published Date. If results feel off, update the publish dates in your Content Table and add short context notes. Accurate timestamps = smarter, fresher responses.
If I upload from Google Drive or Notion, can others see my connected files? No. Your integrations stay private to your login session. Collaborators can’t see or access your connected accounts. Only files you upload into Delphi become visible to others in your workspace. They can view those in the Content Table → Settings → View Document.
Pre‑upload checklist
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