Uploading by Document Type

Below, you’ll find detailed guidance on how different file types are processed, best practices for uploading, and how to manage content before and after training, organized by file type.

Overview

This section explains how to add content based on the type of document you want to upload—such as a PDF, image, audio file, or webpage. It’s designed for people who already know they have a specific file or format in hand and want clear steps for bringing it into Delphi.

If you’re looking for a complete overview of the Add Content pop-up and all its tabs, see the Adding Content guide instead.

Full Feature Guide

📃 Text-based documents

1. Go to Mind → “Add Content” → Choose “Files” or “Notes Apps.”

Why Upload This File Type?

Uploading documents allows your Delphi to learn from structured, long-form content such as research papers, reports, books, or notes. Use this file type when you want to:

• Provide deep, structured knowledge for more nuanced responses.

• Upload personal writings, policies, or instructional materials.

• Make large amounts of text easily accessible to Delphi

1. Select your upload method:

   1. Drag and Drop files into the uploader.

   2. Click “Browse” to manually select files.

   3. Sign in to Google Drive, Dropbox, Box, or OneDrive to import files from cloud storage.

   4. For Notion/Evernote, sign in and select the pages you want to upload.

Supported File Formats

Your Delphi supports various document formats. Ensure your file falls under one of the following categories:

• Text-Based Documents: pdf, docx, doc, txt, md, rtf

• Structured Data Files: csv, xlsx, json, jsonl

• Presentation & Script Files: pptx, srt, html, htm, epu

How to Upload (in more detail)

First, click “Add Content” and then select either “Files” or “Notes Apps.” Through these tabs, you can then upload files using various methods:

• Drag and Drop: Simply drag files into the uploader.

• Select Files: Select documents manually by clicking on “click here to browse”.

• Google Drive, Dropbox, Box, & OneDrive Integrations: Sign in and select files directly from cloud storage. Google Drive files can be synced by selecting “Keep Synced” before uploading to the “Content” holding area.

• Notion & Evernote Integrations: Sign into Notion or Evernote and select the pages you want to allow for upload. For Notion documents, decide whether you want to keep them synced or not by toggling on “Keep Synced.”

1. Wait for processing—files will say “Done” when ready.

2. Click “Continue” to move files to the “Content” loading area.

3. Review Edit Settings:

   1. Authorship, Context, Citation URL, Published Date, Sync (if applicable), Groups access

Edit Settings (in more detail)

After clicking “Continue,” uploaded files move to the loading area, which you can access by clicking “Content” in the bottom left corner. Here, you can review file names and types to ensure you’re only training your Delphi on the right content. You can also click “Edit” to adjust document metadata.

• Authorship: If you wrote the document, leave the checkbox selected (this is auto-checked). If someone else wrote it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the author’s name to ensure proper citation.

• Context (optional): A 700-character field for adding background or significance to the document. While this doesn’t impact training much, it can help for organization and future reference.

• Citation URL (optional): A URL override for citations. By default, citations will reference the document title and paragraph, but adding a URL allows users to access an external source when clicking the citation.

• Published Date: We will attempt to extract the most accurate date. If no date is found, it defaults to the upload date.

• Syncing: Adjust for Google Drive documents and Notion documents to “Keep Synced” if you want them to remain synced.

Lastly, make sure you have selected the correct Group to have access to these documents at the top of the Content loading dock to ensure permissions are correctly set.

1. Click “Finish Uploading”.

How This Affects Your Delphi's Style

Uploading documents influences how your Delphi responds:

• Adopts a more formal and structured writing style.

• Provides well-reasoned, logical responses based on document content.

• Retains key phrases and terminology from the document.

If you prefer a more casual tone, consider uploading additional content types such as social media posts, transcribed speech, or snippets. You can also adjust tone settings in behavior.

Best Practices for Uploading

• Ensure text is selectable. If dragging your cursor skips lines or reads text out of order, your Delphi will interpret it the same way.

• Convert scanned PDFs into machine-readable text using an OCR tool before uploading. While automatic OCR is applied, manual preprocessing ensures accuracy.

• For CSV files, place text in the first column and use the second column for context.

• Check document formatting—avoid columns that break logical reading order.

• For large books or reports, consider splitting them into separate files by topic for easier referencing.

How Text-Based Document Citations Appear

When your Delphi references uploaded content, citations will:

• Display the file name.

• Include a snippet of relevant extracted text.

• Link to the Citation URL if provided.

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🎙️ Audio & Video Files (including YouTube & Podcasts)

1. Go to Mind → “Add Content” → Select “Files,” “YouTube,” or “Podcasts.”

Why Upload This File Type?

Uploading audio and video files allows your Delphi to learn from spoken content, such as podcasts, interviews, lectures, or voice memos. Use this file type when you want to:

• Train your Delphi on your spoken voice, tone, and natural phrasing.

• Extract knowledge from interviews, discussions, or speeches.

• Capture conversational style beyond what written text provides.

1. Select your upload method:

   1. Drag and Drop files into the uploader.

   2. Click “Browse” to manually select files.

   3. Sign in to Google Drive or Dropbox to import files from cloud storage.

   4. For YouTube, paste the channel, playlist, or video link.

   5. For Podcasts, search for the show or episode title.

Supported File Formats

Your Delphi supports the following audio and video formats:

• Audio Files: mp3, wav, m4a

• Video Files (audio extracted only): mp4, m4v, mov, webm

How to Upload (in more detail)

First, click “Add Content” and then select either “Files,” “YouTube,” or “Podcasts.” Through these tabs, you can then upload audio/videos using various methods:

• Drag and Drop: Simply drag files into the uploader.

• Select Files: Click “Click here to browse” and manually select files.

• Google Drive & Dropbox Integrations: Sign in and select files directly from cloud storage.

• YouTube Integration: Sync entire channels, playlists, or individual videos. Select whether to keep content updated over time by enabling “Keep Synced.”

• Podcast Integration: Sync a podcast series or individual episodes. Choose whether to keep series updated automatically by enabling “Keep Synced”.

1. Wait for processing—files will say “Done” when ready.

2. Click “Continue” to move files to the “Content” loading area.

3. Review Edit Settings:

   1. Authorship, Context, Citation URL, Published Date, Sync (if applicable), Groups access

Edit Settings (in more detail)

After clicking “Continue,” uploaded files move to the loading area, which you can access by clicking “Content” in the bottom left corner. Here, you can review file names and types to ensure you’re only training your Delphi on the right content. You can also click “Edit” to adjust document metadata.

• Authorship: If you wrote the document, leave the checkbox selected (this is auto-checked). If someone else wrote it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the author’s name to ensure proper citation.

• Context (optional): A 700-character field for adding background or significance to the document. While this doesn’t impact training much, it can help for organization and future reference.

• Citation URL (optional): A URL override for citations. By default, citations will reference the document title and paragraph, but adding a URL allows users to access an external source when clicking the citation.

• Published Date: We will attempt to extract the most accurate date. If no date is found, it defaults to the upload date.

• Syncing: Adjust for Google Drive documents and Notion documents to “Keep Synced” if you want them to remain synced.

Lastly, make sure you have selected the correct Group to have access to these documents at the top of the Content loading dock to ensure permissions are correctly set.

1. Click “Finish Uploading”.

How This Affects Your Delphi's Style

Uploading audio and video files helps your Delphi learn:

• Natural speech patterns, pauses, and informal phrasing.

• Conversational tone rather than structured, formal writing.

• Personalized voice recognition for distinguishing speakers.

If you want your Delphi to maintain a more structured style, balance audio/video uploads with documents and written content. You can also adjust tone settings in behavior.

Best Practices for Uploading

• Video files contain significantly more data than audio-only files, making mp3 (audio only) the preferred format for efficiency. On a Mac, you can convert an mp4 video to an audio file by Control + Click → Encode Selected Files → Audio Only (this takes about one minute per file).

• For multi-speaker recordings, upload a high quality voice sample within voice to improve speaker differentiation.

• For best transcription accuracy, ensure recordings are clear and free of background noise.

How Audio/Video Citations Appear

When your Delphi references uploaded audio/video files, citations will:

• Display the file name.

• Include a snippet of relevant transcribed text.

• Link to the Citation URL if provided.

This is the standard format for most uploaded files. However, for YouTube videos and podcasts, the citation popup will embed the content directly within your Delphi’s interface. This allows users to:

• Watch referenced YouTube videos without leaving your Delphi’s interface.

• Listen to podcast episodes directly within the citation popup.

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🖼️ Image Files

1. Go to Mind → “Add Content” → Select “Files.”

Why Upload This File Type?

We can extract metadata, attempt OCR for text, and make use of LLMs like GPT Vision to process images. These tools work fairly well, but they aren’t the most reliable, especially for grainy or complex images.

Whenever possible, for text-heavy images use other formats like PDFs or text documents instead, but images will still work if needed.

1. Select your upload method:

   1. Drag and Drop files into the uploader.

   2. Click “Browse” to manually select files.

   3. Sign in to Google Drive or Dropbox to import files from cloud storage.

Supported File Formats

Your Delphi supports the following image formats:

• Image Files: png, jpg, jpeg, heic, webp

How to Upload (in more detail)

First, click “Add Content” and then select “Files.” Through these tabs, you can then upload files using various methods:

• Drag and Drop: Simply drag image files into the uploader.

• Select Files: Click “Click here to browse” and manually select files.

• Google Drive & Dropbox Integrations: Sign in and select files directly from cloud storage.

Note: LLMs are still improving at extracting text from images. For the most accurate text processing, use a document format instead.

1. Wait for processing—files will say “Done” when ready.

2. Click “Continue” to move files to the “Content” loading area.

3. Review Edit Settings:

   1. Authorship, Context, Citation URL, Published Date, Sync (if applicable), Groups access

Edit Settings (in more detail)

After clicking “Continue,” uploaded files move to the loading area, which you can access by clicking “Content” in the bottom left corner. Here, you can review file names and types to ensure you’re only training your Delphi on the right content. You can also click “Edit” to adjust document metadata.

• Authorship: If you wrote the document, leave the checkbox selected (this is auto-checked). If someone else wrote it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the author’s name to ensure proper citation.

• Context (optional): A 700-character field for adding background or significance to the document. While this doesn’t impact training much, it can help for organization and future reference.

• Citation URL (optional): A URL override for citations. By default, citations will reference the document title and paragraph, but adding a URL allows users to access an external source when clicking the citation.

• Published Date: We will attempt to extract the most accurate date. If no date is found, it defaults to the upload date.

• Syncing: Adjust for Google Drive documents and Notion documents to “Keep Synced” if you want them to remain synced.

Lastly, make sure you have selected the correct Group to have access to these documents at the top of the Content loading dock to ensure permissions are correctly set.

1. Click “Finish Uploading”.

How This Affects Your Delphi's Style

Image files do not impact how your Delphi responds in terms of tone, structure, or reasoning. If text is extracted via OCR or computer vision, it will be processed as basic content but not heavily influence style or structure.

For style-based training, use text-based documents or transcribed speech instead and make adjustments via behavior.

Best Practices for Uploading

• OCR (text recognition) and computer vision are not always accurate—do not rely on them for critical text extraction or content extraction.

• If you need accurate text processing, convert the image into a PDF or text document and upload that instead.

• Ensure the image is clear and high resolution for the best results.

How Images Appear

When your Delphi references content from an uploaded image, citations will:

• Display the file name.

• Include a snippet of relevant extracted text from the file.

• Link to the Citation URL if specified, allowing users to access an external website.

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🌐 Websites

1. Go to Mind → “Add Content” → Select “Websites.”

Why Upload Websites?

Websites allow your Delphi to learn from dynamic and frequently updated content, such as blogs, research hubs, and news sources when synced via RSS feed. Use this file type when you want to:

• Pull knowledge from personal websites, blogs, or frequently visited resources.

• Extract information from multiple pages at once for broader training.

• Sync content from RSS-enabled websites for automatic updates.

Limitations:

• Your Delphi cannot extract videos, images, GIFs, or animations, but metadata from images can be processed.

• Website scraping pulls raw text only—it does not retain formatting, embedded content, or interactive elements.

• Pages must be publicly accessible—content behind pop-ups, paywalls, or logins cannot be scraped.

1. Select your upload method:

   1. Paste a Single URL to upload one page at a time.

   2. Scrape a Full Website to extract content from multiple linked pages (up to 4 links deep).

   3. Upload a CSV of URLs to bulk import multiple website links.

   4. Enable RSS Feed Syncing to automate content updates for blogs and news sites.

Supported Website Formats

Your Delphi supports multiple website input methods. Choose the one that fits your needs:

• Single URL Upload: Enter a direct link to a webpage.

• Website Scraping: Extract content from multiple pages on a site. You can remove any links you don’t want trained after scraping.

• CSV of URLs: Upload multiple website links at once via a CSV.

• RSS Feed Syncing: Keep blogs and news sites updated automatically when an RSS feed is available.

Important: Websites must be publicly accessible for scraping. Pages behind logins, paywalls, or pop-ups cannot be scraped.

How to Upload

First, click “Add Content” and then click “Websites.” You can add website content using various methods:

• Paste a Single URL: Add one page at a time by entering a direct link.

• Scrape a Full Website: Extract content from multiple linked pages (4 links deep).

• Upload a CSV of URLs: Bulk import multiple website links at once.

• Enable RSS Feed Syncing: Automate updates for blogs and news sources.

1. Wait for processing—URLs will say “Done” when ready.

2. Click “Continue” to move websites to the “Content” loading area.

3. Review Edit Settings:

   1. Authorship, Context, Citation URL, Published Date, Sync (if applicable), Groups access

Edit Settings (in more detail)

After clicking “Continue,” uploaded files move to the loading area, which you can access by clicking “Content” in the bottom left corner. Here, you can review file names and types to ensure you’re only training your Delphi on the right content. You can also click “Edit” to adjust document metadata.

• Authorship: If you wrote the document, leave the checkbox selected (this is auto-checked). If someone else wrote it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the author’s name to ensure proper citation.

• Context (optional): A 700-character field for adding background or significance to the document. While this doesn’t impact training much, it can help for organization and future reference.

• Citation URL (optional): A URL override for citations. By default, citations will reference the document title and paragraph, but adding a URL allows users to access an external source when clicking the citation.

• Published Date: We will attempt to extract the most accurate date. If no date is found, it defaults to the upload date.

• Syncing: Adjust for Google Drive documents and Notion documents to “Keep Synced” if you want them to remain synced.

Lastly, make sure you have selected the correct Group to have access to these documents at the top of the Content loading dock to ensure permissions are correctly set.

1. Click “Finish Uploading”.

How This Affects Your Delphi's Style

Website content affects how your Delphi responds based on the writing style of the sites uploaded. For example:

• News and blogs → More journalistic or casual tone.

• Research sites → More structured, formal responses.

• Discussion forums → More conversational but unstructured.

If you want your Delphi to maintain a more refined, structured style, balance website uploads with well-written documents. You can also adjust this later in Style Settings (see behavior).

Best Practices for Website Uploads

• Scraping goes 4 links deep if “Entire Domain” is enabled (crawls linked pages).

• If “Entire Domain” is disabled, only the selected page and pages it directly links to are captured.

• Enable syncing for supported sites with RSS feeds to keep content automatically updated.

• After scraping is completed, review and remove any unwanted links before finalizing training.

How Website Citations Appear

When your Delphi references uploaded website content, citations will:

• Display the website name or URL.

• Include a snippet of relevant extracted text.

• Link to the Citation URL (defaults to the pasted URL unless you override it with a custom link).

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📱 Social Media

1. Go to Mind → “Add Content” → Select “Socials.”

Why Upload Social Media Content?

Social media content allows your Delphi to understand and replicate your public voice based on your posts. Use this file type when you want to:

• Train your Delphi on your real-world communication style and online presence.

• Extract insights from past posts, including captions, comments, and descriptions.

• Keep content synced over time with automatic Twitter/X syncing.

Limitations:

• Your Delphi cannot extract DMs, private messages, or non-public content.

• For TikTok, Instagram, Facebook, and LinkedIn, you must manually request a data export and upload the files.

1. Select your upload method:

   1. Twitter/X Sync – Enter your Twitter handle (@username) to automatically sync tweets.

   2. Manual Upload – Export your data from TikTok, Instagram, Facebook, or LinkedIn and upload the provided ZIP file.

Supported Platforms

Your Delphi supports various social media integrations. Choose the one that fits your needs:

• Twitter/X (Direct Sync): Automatically sync all tweets from an account.

• TikTok, Instagram, Facebook, LinkedIn (Manual Upload): Requires a data export from the platform.

How to Upload (in more detail)

First, click “Add Content” and then click “Socials.” You can add social media content using various methods:

• Twitter/X Sync: Enter your Twitter handle (@username) to automatically sync all tweets.

• Manual Upload: Export your data from TikTok, Instagram, Facebook, or LinkedIn and upload the provided files.

Note: We provide step-by-step instructions for exporting data from TikTok, Instagram, Facebook, and LinkedIn.

1. Wait for processing—ZIP files will say “Done” when ready (Twitter does not show a confirmation message).

2. Click “Continue” to move content to the “Content” loading area.

3. Review Edit Settings:

   1. Authorship, Context, Citation URL, Published Date, Sync (if applicable), Groups access

Edit Settings (in more detail)

After clicking “Continue,” uploaded files move to the loading area, which you can access by clicking “Content” in the bottom left corner. Here, you can review file names and types to ensure you’re only training your Delphi on the right content. You can also click “Edit” to adjust document metadata.

• Authorship: If you wrote the document, leave the checkbox selected (this is auto-checked). If someone else wrote it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the author’s name to ensure proper citation.

• Context (optional): A 700-character field for adding background or significance to the document. While this doesn’t impact training much, it can help for organization and future reference.

• Citation URL (optional): A URL override for citations. By default, citations will reference the document title and paragraph, but adding a URL allows users to access an external source when clicking the citation.

• Published Date: We will attempt to extract the most accurate date. If no date is found, it defaults to the upload date.

• Syncing: Adjust for Google Drive documents and Notion documents to “Keep Synced” if you want them to remain synced.

Lastly, make sure you have selected the correct Group to have access to these documents at the top of the Content loading dock to ensure permissions are correctly set.

1. Click “Finish Uploading”.

How This Affects Your Delphi's Style

Social media uploads can strongly influence conversational tone, including:

• More casual, informal, and short-form responses.

• Use of slang, emojis, hashtags, and abbreviations where applicable.

• Replicating your phrasing, cadence, and style based on past posts.

If you want your Delphi to maintain a more structured or professional tone, balance social media uploads with long-form content like documents or blog posts. You can also adjust tone settings later in behavior.

Best Practices for Social Media Uploads

• For Twitter/X, use the direct sync option to automatically update your Delphi with new tweets.

• For TikTok, Instagram, Facebook, and LinkedIn, choose what types of data to include (e.g., posts, comments, captions).

• For LinkedIn, ensure your export includes the “shares.csv” file, as this contains your posts. If this file is missing, your upload will fail to prevent partial content ingestion. LinkedIn sometimes excludes it from exports, so double-check your data before uploading.

How Social Media Citations Appear

When your Delphi references uploaded social media content, citations will:

• Twitter/X citations embed the tweet directly within the citation module, allowing you to click the Twitter link.

• Instagram and Facebook citations pull the image from the post and display it in the chat (only image-based content is used).

• LinkedIn citations appear similarly to regular text documents, using the file title as the source. They do not include a direct link unless you provide a Citation URL, but they still display the relevant paragraph from your post.

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✂️ Snippets

1. Go to Mind → “Add Content” → Select “Snippets.”

Why Upload Snippets?

Snippets allow your Delphi to quickly recall specific pieces of information for direct responses. Use this file type when you want to:

• Reinforce key facts, definitions, or structured knowledge.

• Ensure specific phrasing is retained for key responses.

• Supplement broader knowledge bases with focused, short-form content.

Limitations:

• Snippets are best for direct knowledge recall and should not replace long-form training materials.

• Overloading Delphi with snippets without broader context may lead to less nuanced responses.

1. Select your upload method:

   1. Q&A Entry – Type a question and its corresponding answer.

   2. Plain Text Upload – Enter short notes or text blurbs for quick reference.

How to Upload (in more detail)

First, click “Add Content” and then click “Snippets.” You can add snippets directly into Delphi using the following methods:

• Q&A Entry: Type a question and its corresponding answer.

• Plain Text Upload: Enter short notes or text blurbs for quick reference.

Note: Snippets work best for reinforcing direct knowledge but should be balanced with longer content for nuanced understanding.

1. Wait for processing—snippets will say “Done” when ready.

2. Click “Continue” to move snippets to the “Content” loading area.

3. Review Edit Settings:

   1. Authorship, Context, Citation URL, Published Date, Sync (if applicable), Groups access

Edit Settings (in more detail)

After clicking “Continue,” uploaded files move to the loading area, which you can access by clicking “Content” in the bottom left corner. Here, you can review file names and types to ensure you’re only training your Delphi on the right content. You can also click “Edit” to adjust document metadata.

• Authorship: If you wrote the document, leave the checkbox selected (this is auto-checked). If someone else wrote it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the author’s name to ensure proper citation.

• Context (optional): A 700-character field for adding background or significance to the document. While this doesn’t impact training much, it can help for organization and future reference.

• Citation URL (optional): A URL override for citations. By default, citations will reference the document title and paragraph, but adding a URL allows users to access an external source when clicking the citation.

• Published Date: We will attempt to extract the most accurate date. If no date is found, it defaults to the upload date.

• Syncing: Adjust for Google Drive documents and Notion documents to “Keep Synced” if you want them to remain synced.

Lastly, make sure you have selected the correct Group to have access to these documents at the top of the Content loading dock to ensure permissions are correctly set.

1. Click “Finish Uploading”.

How This Affects Your Delphi's Style

Snippets help your Delphi deliver quick, factual, and structured answers, including:

• More direct and precise responses.

• Clear retention of specific phrases and wording.

• Less conversational, more factual replies.

If you want your Delphi to maintain a more natural or nuanced response style, balance snippet uploads with longer documents and conversational training materials. You can also adjust tone settings later in behavior.

Best Practices for Snippet Uploads

• Use Q&A snippets for structured question-and-answer training.

• Use plain text snippets for brief notes and key facts.

• Consider matching Q&A snippets with your suggested questions to provide users a curated first experience with your Delphi.

How Snippet Citations Appear

When your Delphi references uploaded snippets, citations will not show. We treat them as private responses, so your users will just see “Answer Provided by the Clone Creator” and nothing else.