Adding Content

Stage, edit, and upload content all in one place.

Overview

This page explains how to add content based on the sections within the Add Content pop-up. It begins with a broad overview of the modal, then walks you tab by tab through each section so you know how to use every part.

If you’re looking for instructions on uploading by document type (e.g., “I have a PDF or image I want to upload”), see the Uploading by Document Type guide instead.

What it is

The Add Content pop-up is the central place where you collect sources, set defaults, and send items to training.

Open fast: Press Command+K or click Add Content.
Use tabs: Switch between Popular, Websites, YouTube, Socials, Files, Podcasts, Snippets, Notes App.
Queue items: Click Continue to stage them in the Content Loading Dock without losing your place.
Set access in bulk: Choose Just me / Insiders / Premium / Public for the whole batch.
Edit details: Add author, context, citation URL, publish date, and Keep synced where available.
Finish cleanly: Click Finish Uploading to move items into training.
Stay safe: Get a warning before leaving so you don’t lose staged content.

✅ Best practice: Upload in batches by access group. It saves time and prevents permission mistakes later.

Add content to train your Delphi here →

Go to the Add Content pop-up if you’re wondering…

How do I scrape a site vs. add a single page?
Why won’t web videos import, and what should I do instead?
How do I keep a YouTube channel or RSS feed synced?
Where do my staged items live before upload?
How do I credit someone else’s work correctly?
What happens if I close the pop-up mid-upload?

✏️ How to use the add content pop-up

Open the pop-up.

Go to Mind, press Command+K or click Add Content.

Choose a source tab.

Pick Websites, YouTube, Socials, Files, Podcasts, Snippets, or Notes App.

Add items.

Websites: Paste a URL for Single page, or switch to Scrape links.
YouTube: Paste a video, playlist, or channel.
Socials: Add an X or TikTok handle, or upload Instagram/Facebook/LinkedIn exports.
Files: Drag files or connect Dropbox, OneDrive, Box, Google Drive.
Podcasts: Search an episode or series.
Snippets: Create Q&A or a Text note; CSV is supported.

Stage them.

Click Continue on each tab to move items into the Content Loading Dock. Items persist while the modal stays open.

Set access in bulk.

At the top of the Dock, set one group for this batch: Just me / Insiders / Premium / Public.

Edit details before upload. Click Edit on any item to:

Check or uncheck “Written by or about me.”
Add an Author if it isn’t you.
Add Context so your Delphi knows how to use it.
Add a Citation URL override.
Set a Publish date to improve recency.
Toggle Keep synced where available.

Know the limits of sync.

Websites: Sync uses RSS to add new pages only—not page edits.
YouTube: You can sync channels, not playlists.
Web videos: Embedded site videos won’t import; upload video as a file instead.

Review and prune.

Use the trash icon to remove anything you don’t want.

Finish Uploading.

Click Finish Uploading to send items to training. Watch the yellow Training badge on the Mind Page for status.

Avoid losing work.

Leaving the modal discards the Dock. If you try to exit, use the warning to Finish Uploading or Discard changes.

Full Feature Guide

Access & shortcuts

Open it: Click Add Content or press Command+K.
Stay in flow: Items you stage persist while the modal stays open.
Warning: Leaving the modal discards staged items. You’ll see a prompt.

Websites

Website Content Upload lets you bring in web pages, entire sites, or URL lists to train your Delphi.

Single page (one URL)

Single Page lets you import exactly one page.

Paste a URL, then press Enter or click +.
Confirm attribution. If the page isn’t yours, uncheck “written by or about me” and add the author.
Queue more pages. Add several; each shows a loading state.
Remove any item with the trash icon.
Click Continue to send pages to the content loading dock.

What gets stored: We save the page as a clean HTML/Markdown snapshot for training.

Important: We can’t download videos embedded on pages. Upload videos as files instead.

Scrape links (multiple pages)

Scrape Links lets you collect many pages at once from a domain or RSS feed.

Paste a domain URL or RSS feed.
Choose scope.
- Entire domain: Grab all discoverable pages under that domain (e.g., delphi.ai/...).
- Linked pages only: Fetch only the page you entered and the pages it links to.
Set attribution the same way as Single Page.
Optional: Keep synced (RSS only). New items in the feed will auto-import.

How sync works: Sync adds new pages that appear in the RSS feed. It does not capture edits to existing pages.

Click Scrape to preview results.
Prune unwanted items with trash icons.
Click Continue to stage everything in the content loading dock.

Upload from CSV (bulk URLs)

Upload from CSV lets you import large URL lists with context.

Download the sample CSV or follow the on-screen format.
Include columns in this order:
1. URL (required)
2. Context (optional) — why it matters or how to use it
3. Citation URL (optional) — override the link shown in citations
Upload the CSV. Links appear in a list.
Delete any row you don’t want.
Click Continue to stage in the content loading dock.

⚠️ Limits and tips

Videos: Not captured from web pages. Upload as files.
Sync: Works only via RSS and only for new items.

Youtube

YouTube Integration lets you import videos, playlists, or channels to train your Delphi.

Add a YouTube link

Add a link to import content.

Paste a video, playlist, or channel URL.
Confirm attribution. Uncheck “written by or about me” for third-party work.
Add an author when it isn’t yours.
Queue more items as needed; each shows a loading state.
Remove any item with the trash icon.
Click Continue to move items to the content loading dock.

Keep channels synced

“Keep synced” adds future uploads automatically.

Enable sync for channels only. Playlists do not support sync.
Use sync when a channel posts regularly.
Disable sync for a one-time import.

Voice credit and speakers

Your Delphi credits only your spoken words.

Match your voice using the samples you provided.
Tag other speakers by name when known, or as someone else.
Store all lines for context, but don’t credit others to you.

Privacy tip: For confidential calls, edit a transcript first. Upload the redacted PDF instead of raw audio or video.

⚠️ Limits and tips

Sync: Channels only. Playlists won’t sync.

Socials

Social Media Uploads lets you import posts from X (Twitter), TikTok, Instagram, Facebook, and LinkedIn.

X (Twitter)

X lets you pull posts by handle.

Enter your handle (no @ needed).
Toggle Keep synced if you want new posts added.
Click Continue to send items to the content loading dock.
Set attribution if the account isn’t yours.

TikTok

TikTok imports a full account snapshot.

Enter the TikTok handle.
Click Continue to stage items in the content loading dock.
Note: TikTok does not support sync.

Instagram, Facebook, and LinkedIn

These platforms require a data export ZIP.

Follow the on-screen steps to request your data.
Upload the ZIP in the modal.
Review the detected posts, then Continue.

What we import

Instagram: Posts and photos with captions. Your Delphi may share these images in replies.
Facebook: Your posts.
LinkedIn: Your posts only if included in the export.
- We reject uploads missing the posts file.

⚠️ Limits and tips

Sync: Available for X only here.
Images: Instagram photos become part of your training data.
LinkedIn: Ensure the export includes posts, or the upload fails.

Files

Files lets you upload documents and media directly, or pull them from cloud drives.

Upload files from your computer

Drag and drop or use the file picker.

Add multiple files at once.
Review the list that appears below.
Remove any item with the trash icon.
Click Continue to send items to the content loading dock.

Note: You can’t edit details in this tab. You’ll edit in the loading dock.

Import from cloud drives

Connect a drive to select files without downloading.

Choose Dropbox, OneDrive, Box, or Google Drive.
Sign in when prompted to grant access.
Select files and confirm.
Click Continue to stage them in the content loading dock.

Audio and video files

Media files uploaded here work like YouTube or podcasts.

Credit only your voice when detected.
Store other speakers for context, not credited to you.
For confidential calls, redact with a transcript tool, then upload the PDF.

Podcasts

Podcasts let you import single episodes or full series to train your Delphi.

Single episode

Import one episode for focused training.

Search by show or episode title.
Select the exact episode.
Confirm attribution. Uncheck “written by or about me” for third-party work and add the author/host.
Click Continue to stage it in the content loading dock.

Series (multi-episode)

Pull an entire podcast series—and keep it updated.

Search for the series title.
Select the series and review detected episodes.
Toggle Keep synced to auto-import new episodes going forward.
Prune any episodes you don’t want with the trash icon.
Click Continue to stage items in the content loading dock.

How sync works: Sync adds new episodes only. It does not capture edits to past episodes.

Voice credit and speakers

Your Delphi credits only your spoken words.

Match your voice using the samples you provided.
Tag other speakers by name when known, or as someone else.
Store all lines for context, but don’t credit others to you.

Privacy tip: For client calls or sensitive audio, redact first. Create a transcript, remove private details, then upload the PDF instead of raw audio.

⚠️ Limits and tips

Sync: Series only. Single episodes don’t sync.

Snippets

Snippets let you add curated Q&As and quick notes that your Delphi can use verbatim.

Q&A Pairs

Create precise answers to common questions.

Type a clear Question.
Write the Answer in your own words.
Attach an Image if it should be sent with the answer.
Set attribution. Uncheck “written by or about me” for third-party material and add an author.
Click Add to place the item in the content loading dock.

Tip: Use Q&As for “Suggested questions.” They guide conversations and improve training.

Upload Q&A from CSV

Import many Q&As at once.

Download the sample CSV or follow the on-screen format.
Include two columns: Question, Answer.
Upload the CSV. Items auto-import into the content loading dock—no Continue needed.

Text Note

Capture quick thoughts without a question.

Write a short note in the text box.
Attach an Image if it adds context.
Click Add to send it to the content loading dock.

When to use: Add takeaways, outlines, or ideas without creating a full doc.

Notes App

Notes App Integrations let you pull notes and messages from Notion, Evernote, and Slack.

Notion

Bring selected Notion pages into Delphi.

Click Connect and complete Notion auth.
Select the pages you want to import.
Click Allow access to grant permissions.
Confirm the checkbox list of chosen pages.
Click Continue to stage items in the content loading dock.

Sync option: To keep Notion content updated over time, enable Keep synced during upload. Otherwise, it’s a one-time import.

Evernote

Import notes directly from your Evernote account.

Click Connect and sign in to Evernote.
Choose notebooks or notes to import.
Review the selection list.
Click Continue to stage items in the content loading dock.

Note: Evernote imports are one-time and do not sync.

Slack

Import Slack messages for reference and training.

Click Connect and authorize Slack.
Choose the workspace and permitted scopes.
Select channels or DMs as offered.
Click Continue to stage items in the content loading dock.

Sync option: To keep Slack messages in sync going forward, enable Keep synced during upload. Otherwise, it’s a one-time import.

⚠️ Limits and tips

Notion & Slack: Support Keep synced when enabled at upload.
Evernote: Import is static; re-import to update.

Content Loading Dock

Content Loading Dock lets you review, edit, and set access before training.

How the dock works

The dock is a staging area inside the add content pop up.

Collect items from any tab; they appear here.
Stay in the pop up. If you exit the pop up, the dock clears.
Use the blue folder to reopen the dock during this session.

Set access in bulk

Apply one access group to the entire batch.

Choose Just me, Insiders, Premium, or Public.
Group uploads by access. You can select only one group when finishing.
Change later per item if needed on the Content page.

Edit each item

Refine training details before uploading.

Attribution: Toggle “written by or about me” and add an author if not you.
Context: Explain why this item matters and when to use it.
Citation URL: Override the link shown in citations.
Publish date: Set the original date to improve recency.
Keep synced: Toggle when the source supports sync.

Finish uploading

Start training when your batch looks right.

Click Finish Uploading.
Watch the yellow Training status appear next to Add Content.
Items move from Queued → Training → Complete or Needs attention.

Tip: If something needs attention, you can fix it from the Content table.

⚠️ Limits and tips

Don’t exit the modal mid-upload; you’ll lose staged items.
Batch by access group to save time.
Always set publish dates for better recency.

❗Best Practices

Batch by access group

Upload in batches that share the same Access group (Just me / Insiders / Premium / Public). You’ll set it once in the Dock and avoid permission mistakes later.

Set publish dates and context

Add a Publish date and a brief Context for each item before you finish uploading. Dates improve recency; context tells your Delphi when and how to use the material.

Attribute authors correctly

Only check “Written by or about me” when it’s truly yours. Otherwise, uncheck it and enter the Author. This prevents miscrediting and builds trust.

Use sync where it helps — know the limits

Turn on Keep synced for sources that add new items (RSS blogs, YouTube channels, podcast series). Sync adds new posts/episodes; it doesn’t capture edits to old pages.

Stage, review, then finish

Add items across tabs, Continue them into the Dock, and prune with the trash icon. Finish only when the batch looks right—closing the modal discards the Dock.

Protect sensitive recordings

If a call includes client details, create and redact a transcript first, then upload the cleaned file (PDF works well). Your words will be credited to you; others’ lines are stored but not credited to you.

❓FAQs / Troubleshooting

Why did my items vanish from the add content pop-up?

If items vanished from the Dock, you likely left the modal.

Stay in the modal until you finish.
Use the prompt to Finish Uploading or Discard changes.
Re-stage items, then click Continue so they reappear.

Why did clicking "Continue" do nothing?

If clicking “Continue” did nothing, the items weren’t staged from that tab.

Click Continue on the same tab where you added items.
Fix invalid URLs or unsupported files.
Re-paste or re-select, then click Continue again.

Why didn’t the website scrape import my videos?

If a website scrape missed videos, that’s expected behavior.

Upload the video directly under Files instead.

Why did the scrape grab too many or too few pages?

If the scrape scope is wrong, adjust the target.

Use Entire domain for full sites.
Use Linked pages only for just the page and its links.
Prefer RSS for cleaner, ongoing ingest.
Trash extras before you Continue.

Why isn’t sync working for my source?

If sync isn’t working, check what’s supported.

Websites: Sync uses RSS and adds new pages only.
YouTube: Only channels sync; playlists don’t.
Podcasts: Series can sync; single episodes don’t.
Socials: X can sync; TikTok can’t. IG/FB/LinkedIn require ZIP exports.

Why did my CSV upload fail?

If CSV upload failed, confirm columns and format.

Websites CSV: URL, Context (optional), Citation URL (optional).
Snippets CSV: Question, Answer.
Use commas, one row per item.
Test with 1–2 rows first.

Can I set different access groups in one upload?

No, you cannot set different access groups in one upload. We only accept one access group per batch. Instead, split uploads by group!

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Last updated 1 month ago