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Content
Learn how to upload, manage, and edit content—the key to training your Delphi. This guide covers supported content types, the upload process, and post-upload adjustments.
Quick Start Guide
Why Upload Content?
Uploading content trains your Delphi to reflect your knowledge, style, and expertise, ensuring it provides accurate and personalized responses.
Your data remains 100% yours—Delphi ensures full ownership, private storage, and complete control over how your content is used, accessed, or deleted. See here for more details.
5-Minute Setup
Step 1: Locate "Add Content"
Open Studio and go to the “Mind” tab. Then, click the “Add Content” orange button near the top right corner.
Step 2: Check File Type Support
Your Delphi supports a wide range of content, including documents, audio and video files, images, websites, social media, cloud storage, and direct uploads via snippets and notes. You can also sync content from YouTube, podcasts, and select integrations for seamless updates. (See below for a complete list of supported file extensions).
Step 3: Navigate to Your File Type
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Websites: Paste links or upload a CSV of URLs.
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YouTube & Podcasts: Paste links or search for episodes.
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Social Media: Enter your handle for twitter or upload a ZIP archive for other platforms.
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Files: Upload directly via the “Files” tab.
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Notion, Evernote, & Slack: Select pages or channels.
Step 4: Make Necessary Adjustments Before Loading Content
Before clicking “Continue” or “Add,” review:
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Syncing – Toggle “Keep Synced” for Google Drive, Notion, YouTube, podcasts, RSS feeds, Twitter, or Slack.
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Audio/Video Speaker Settings – Choose whether to include other speakers or only your voice.
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Accuracy Check – Ensure all uploaded files appear correctly.
Step 5: Load Your Content
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Click “Continue” or “Add.” Your file(s) are now ready for final checks before uploading.
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Important: this does NOT train your Delphi on the content, it just moves it to the “Content” loading area for final inspection.
Step 6: Final Checks
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Click “Content” in the bottom left corner of the popup to go to the loading area.
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From there, you can adjust authorship, context, citation URLs, published dates, syncing settings (when applicable), and speaker inclusion for audio/video files.
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Important: Before clicking “Finish Uploading,” ensure you’ve selected which instances should be trained on the uploaded files. Open the dropdown next to the “Finish Uploading” button and check the orange box for each instance you want to include. You can select one or multiple instances.
Step 7: Upload!
Click “Finish Uploading” to train your Delphi. Your content is now part of its knowledge, shaping how it thinks and responds!
Step 8: Edit Within the Content Table (Even After Uploading)
You can edit content even after uploading by clicking the gear icon next to it on the “Content” page. Here, you can adjust the context, published date, citation URL, citation visibility, authorship, instance access, and content importance.
Full Feature Guide: Uploading Content
Content Uploads by Type
Each content type has a unique impact on your Delphi’s knowledge and style. 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.
Basic Steps:
- Go to Mind → “Add Content” → Choose “Files” or “Notes Apps.”
- Select your upload method:
- Drag and Drop files into the uploader.
- Click “Browse” to manually select files.
- Sign in to Google Drive or Dropbox to import files from cloud storage.
- For Notion/Evernote, sign in and select the pages you want to upload.
- Wait for processing—files will say “Done” when ready.
- Click “Continue” to move files to the “Content” loading area.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Sync, Instance Access
- Click “Finish Uploading”.
- To make changes later, click the gear icon in the Content Table.
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, epub
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 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.”
Once your document intake is complete, you’ll see a “Done” message. Before clicking “Continue” to load the document, ensure that:
- All selected files have been uploaded successfully.
- No unexpected errors occurred during processing.
- You’ve reviewed the file list for accuracy.
- Any Google Drive files or Notion files you want synced are toggled to “Keep Synced”.
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.
- Instance Access: Decide which instance(s) should have access to this document. This setting applies in bulk to all documents uploaded at the same time from the “Content” holding area. Select one or multiple instances from the “Content” holding area.
When you’re done, click “Finish Uploading.”
Once uploaded, you can still modify certain settings:
- 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.
- Published Date: We will attempt to extract the most accurate date. If none is found, it defaults to the upload date.
- 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.
- Hide Citations: If you check this box, citations for this file will not appear in responses at all (default is unchecked). This means your Delphi can still use the content for training, but it won’t reference the file explicitly in generated outputs.
- 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.
- Instance Access: Toggle access for different instances using the on-off button. Colored = on, greyed out = off.
- [Content Importance: Adjust from the default level of 5 to increase importance (toward 10) or decrease it (toward 1). Use this very sparingly—we recommend changing the importance of no more than five documents, as frequent adjustments can disrupt your Delphi’s balance.
NOTE: You cannot adjust syncing from here. You have to go to the “Synced” tab under Mind and click “Sync Content” there.
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.
By default, documents are assigned a standard weight in your Delphi’s knowledge base. If you want to increase the importance of a specific document (such as a cornerstone book you wrote), you can adjust its content importance later in content settings.
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.
- 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.
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.
Basic Steps:
- Go to Mind → “Add Content” → Select “Files,” “YouTube,” or “Podcasts.”
- Select your upload method:
- Drag and Drop files into the uploader.
- Click “Browse” to manually select files.
- Sign in to Google Drive or Dropbox to import files from cloud storage.
- For YouTube, paste the channel, playlist, or video link.
- For Podcasts, search for the show or episode title.
- Wait for processing—files will say “Done” when ready.
- Click “Continue” to move files to the “Content” loading area.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Sync (YouTube/Podcasts), Include Other Speakers, Instance Access
- Click “Finish Uploading”.
- To make changes later, click the gear icon in the Content Table.
Your Delphi supports the following audio and video formats:
- Audio Files: mp3, wav, m4a
- Video Files (audio extracted only): mp4, m4v, mov, webm
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”.
Once your document intake is complete, you’ll see a “Done” message for any files. YouTube videos will display a preview, and podcasts you select will show a green check mark. Before clicking “Continue” to load the content:
- Decide whether to include or exclude other speakers. If you include other speakers, your Delphi will recognize who you are and differentiate your words from others when generating responses. If you exclude other speakers, other voices will not be included in the training data at all, ensuring only your speech is referenced.
- Ensure that all selected files have been uploaded successfully.
- Check for unexpected errors that prevented processing.
- Review the file list for accuracy.
- Make sure any YouTube channels, playlists, or podcast series you want synced are toggled to “Keep Synced”.
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 Youtube and podcasts to “Keep Synced” if you want them to remain synced.
- Include Other Speakers: Decide whether to include other speakers, in which case your Delphi will recognize who you are and differentiate your words from others when generating responses, or exclude other speakers, in which case other voices will not be included in the training data at all, ensuring only your speech is referenced.
- Instance Access: Decide which instance(s) should have access to this document. This setting applies in bulk to all documents uploaded at the same time from the “Content” holding area. Select one or multiple instances from the “Content” holding area.
When you’re done, click “Finish Uploading.”
Once uploaded, you can modify certain settings:
- 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.
- Published Date: We will attempt to extract the most accurate date. If none is found, it defaults to the upload date.
- 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.
- Hide Citations: If you check this box, citations for this file will not appear in responses at all. This means your Delphi can still use the content for training, but it won’t reference the file explicitly in generated outputs.
- 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.
- Instance Access: Toggle access for different instances using the on/off button. Colored = on, greyed out = off.
- Content Importance: Adjust from the default level of 5 to increase importance (toward 10) or decrease it (toward 1). Use this very sparingly—we recommend changing the importance of no more than five documents, as frequent adjustments can disrupt your Delphi’s balance.
NOTE: Syncing cannot be adjusted here. Go to the “Synced” tab under Mind and click “Sync Content” to update it.
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.
Audio and video files contribute significantly to tone and conversational flow, but they carry a standard content weight. If you want to increase the importance of a specific document (such as a cornerstone lecture of yours), you can adjust its content importance later in content settings.
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.
- 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.
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.
Basic Steps:
- Go to Mind → “Add Content” → Select “Files.”
- Select your upload method:
- Drag and Drop files into the uploader.
- Click “Browse” to manually select files.
- Sign in to Google Drive or Dropbox to import files from cloud storage.
- Wait for processing—files will say “Done” when ready.
- Click “Continue” to move files to the “Content” loading area.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Instance Access
- Click “Finish Uploading”.
- To make changes later, click the gear icon in the Content Table.
Your Delphi supports the following image formats:
- Image Files: png, jpg, jpeg, heic, webp
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.
Once your image intake is complete, you’ll see a “Done” message. Before clicking “Continue” to load the image, ensure that:
- All selected files have been uploaded successfully.
- No unexpected errors occurred during processing.
- You’ve reviewed the file list for accuracy.
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 created the image, leave the checkbox selected (this is auto-checked). If someone else created it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the creator’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.
- Instance Access: Decide which instance(s) should have access to this document. This setting applies in bulk to all documents uploaded at the same time from the “Content” holding area. Select one or multiple instances from the “Content” holding area.
When you’re done, click “Finish Uploading.”
Once uploaded, you can still modify certain settings:
- 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.
- Published Date: We will attempt to extract the most accurate date. If none is found, it defaults to the upload date.
- 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.
- Hide Citations: If you check this box, citations for this file will not appear in responses at all (default is unchecked). This means your Delphi can still use the content for training, but it won’t reference the file explicitly in generated outputs.
- 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.
- Instance Access: Toggle access for different instances using the on-off button. Colored = on, greyed out = off.
- Content Importance: Adjust from the default level of 5 to increase importance (toward 10) or decrease it (toward 1). Use this very sparingly—we recommend changing the importance of no more than five documents, as frequent adjustments can disrupt your Delphi’s balance.
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.
Image files contribute little to your Delphi’s knowledge base and are assigned a low content weight.
Extracted text (from OCR) is treated similarly to a short note, but OCR accuracy varies significantly. If extracting text is crucial, we recommend uploading a text document instead for more reliable ingestion.
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.
- 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.
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.
Basic Steps:
- Go to Mind → “Add Content” → Select “Websites.”
- Select your upload method:
- Paste a Single URL to upload one page at a time.
- Scrape a Full Website to extract content from multiple linked pages (up to 4 links deep).
- Upload a CSV of URLs to bulk import multiple website links.
- Enable RSS Feed Syncing to automate content updates for blogs and news sites.
- Wait for processing—URLs will say “Done” when ready.
- Click “Continue” to move websites to the “Content” loading area.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Sync (RSS Feeds), Instance Access
- Click “Finish Uploading”.
- To make changes later, click the gear icon in the Content Table.
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.
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.
Once your website intake is complete, you’ll see a “Done” message. Before clicking “Continue” to load the website(s), ensure that:
- All selected URLs have been processed successfully.
- No unexpected errors occurred during processing.
- You’ve reviewed the extracted content for accuracy.
- Any RSS feeds you want kept up to date are toggled to “Keep Synced.”
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 created the image, leave the checkbox selected (this is auto-checked). If someone else created it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the creator’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: Ensure “Keep Synced” is toggled on for RSS feeds.
- Instance Access: Decide which instance(s) should have access to this document. This setting applies in bulk to all documents uploaded at the same time from the “Content” holding area. Select one or multiple instances from the “Content” holding area.
When you’re done, click “Finish Uploading.”
After uploading, you can modify certain settings:
- 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.
- Published Date: We will attempt to extract the most accurate date. If none is found, it defaults to the upload date.
- 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.
- Hide Citations: If you check this box, citations for this file will not appear in responses at all (default is unchecked). This means your Delphi can still use the content for training, but it won’t reference the file explicitly in generated outputs.
- 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.
- Instance Access: Toggle access for different instances using the on-off button. Colored = on, greyed out = off.
- Content Importance: Adjust from the default level of 5 to increase importance (toward 10) or decrease it (toward 1). Use this very sparingly—we recommend changing the importance of no more than five documents, as frequent adjustments can disrupt your Delphi’s balance.
Note: Syncing cannot be adjusted here. Visit the “Synced” tab under Mind to manage ongoing content updates.
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.
Website content is assigned normal importance by default. If you want to increase the importance of a specific website (such your incredibly detailed and cornerstone “About” page), you can adjust its content importance later in content settings.
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).
- 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.
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).
Basic Steps:
- Go to Mind → “Add Content” → Select “Snippets.”
- Select your upload method:
- Q&A Entry – Type a question and its corresponding answer.
- Plain Text Upload – Enter short notes or text blurbs for quick reference.
- Wait for processing—snippets will say “Done” when ready.
- Click “Continue” to move snippets to the “Content” loading area.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Instance Access
- Click “Finish Uploading”.
- To make changes later, click the gear icon in the Content Table.
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.
Once your snippet intake is complete, you’ll see a “Done” message. Before clicking “Continue” to load the content, ensure that:
- All snippets have been uploaded successfully.
- No unexpected errors occurred during processing.
- You’ve reviewed the snippets for accuracy.
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 created the image, leave the checkbox selected (this is auto-checked). If someone else created it, uncheck the box to prevent your Delphi from attributing the ideas to you. Enter the creator’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.
- Instance Access: Decide which instance(s) should have access to this document. This setting applies in bulk to all documents uploaded at the same time from the “Content” holding area. Select one or multiple instances from the “Content” holding area.
When done, click “Finish Uploading.”
After uploading, you can modify certain settings:
- 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.
- Published Date: We will attempt to extract the most accurate date. If none is found, it defaults to the upload date.
- 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.
- Hide Citations: If you check this box, citations for this file will not appear in responses at all (default is unchecked). This means your Delphi can still use the content for training, but it won’t reference the file explicitly in generated outputs.
- 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.
- Instance Access: Toggle access for different instances using the on-off button. Colored = on, greyed out = off.
- Content Importance: Adjust from the default level of 5 to increase importance (toward 10) or decrease it (toward 1). Use this very sparingly—we recommend changing the importance of no more than five documents, as frequent adjustments can disrupt your Delphi’s balance.
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.
Snippets are assigned high importance in your Delphi’s knowledge base. Since they provide explicit phrasing for key information, your Delphi will prioritize them when responding. If a question matches a Q&A snippet, Delphi will use nearly the exact wording provided.
Guidelines:
- Use snippets strategically—they act as direct reference points for phrasing and accuracy.
- Expect Delphi to heavily rely on snippet wording when there’s an exact match.
- Balance snippets with broader content to ensure Delphi can provide both structured and contextual responses.
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 Style Settings.
- 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.
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.
Integrations
When you log into an integration like Google Drive, OneDrive, Notion, Evernote, or other linked services, the login is isolated to your browser session. This means that if you log in from your email and sync files from that account, only you will be authenticated—collaborators will not be logged into your account. Instead, each user can connect their own accounts separately, ensuring personalized and secure content management.
- However, once content is uploaded to Delphi, all collaborators will be able to view it in the Content Table by clicking on the gear icon and going to “View Document.”
In summary, while files uploaded into Delphi are visible to all instance collaborators, everything else within your linked accounts (Google Drive, Notion, etc.) remains private and secure. Be mindful of what you upload to ensure it aligns with what you want to share.
- Go to Mind → “Synced” → “Sync Content”.
- Select the content type from the dropdown: Podcast, YouTube, Twitter, RSS.
- For Notion, Google Drive, and Slack, you must redo the process through the Content tab.
- Follow the instructions based on the selected content:
- Podcast – Type in the show’s name.
- YouTube – Paste the link to the channel, playlist, or video.
- Twitter – Enter the profile URL.
- RSS Feed – Paste the feed URL.
- Click “Add”.
- Check that it appears in the Synced Content Table as Status: Synced.
- Go to Mind → “Add Content” → “YouTube”.
- Paste the URL of the video, playlist, or channel.
- Check or uncheck Authorship.
- Decide whether to sync (if adding a channel or playlist).
- Decide whether to include other speakers.
- Click “Continue”.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Sync (if applicable), Include Other Speakers
- Click “Finish Uploading”.
Notes:
- YouTube videos, playlists, and channels can be synced and will embed natively within Delphi.
- Users can watch videos directly inside Delphi without leaving the interface.
- Syncing ensures that new videos from channels and playlists are automatically updated.
- Go to Mind → “Add Content” → “Socials”.
- Click “Twitter / X.”
- Type in your Twitter handle (
@username). - Specify whether to Keep Synced.
- Click “Continue”.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Sync
- Click “Finish Uploading”.
Notes:
- Sync your entire tweet history by entering your Twitter handle.
- Automatic syncing keeps new tweets updated in Delphi over time.
- Citations embed tweets natively, allowing users to click the link and view the original tweet.
- Go to Mind → “Add Content” → “Socials” → “Instagram” or “Facebook.”
- Request your data export following the provided instructions.
- Ensure your export contains image-based content.
- Upload the ZIP file to the appropriate upload page.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Sync
- Click “Finish Uploading”.
- If your upload fails, Instagram or Facebook may have provided an incomplete export. Wait until your data request expires, then try again.
- Go to Mind → “Add Content” → “Socials” → “LinkedIn.”
- Request your data export following the provided instructions.
- Ensure that
shares.csvis included in your export (this file contains your posts). - Upload the ZIP file to “LinkedIn.”
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Sync
- Click “Finish Uploading”.
- If your upload fails, LinkedIn may have given you an incomplete export. Wait until your data request expires, then try again.
Notes:
- If
shares.csvis missing, your upload will fail to prevent incomplete training.
- Go to Mind → “Add Content” → “Podcasts.”
- Type in the show’s name under “Upload a Single Episode” or toggle to “Upload a Series” to search for an entire show.
- Select the episodes/shows you want—selected items will have a green checkmark.
- Decide whether to include other speakers.
- For series, decide whether to sync.
- Click “Continue”.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Sync (if series), Include Other Speakers
- Click “Finish Uploading”.
Notes:
- Citations appear embedded natively, allowing users to listen to episodes directly within Delphi.
- If a podcast feed is synced, new episodes automatically update.
- Go to Mind → “Add Content” → “Notes Apps”.
- Click “Notion” or “Evernote”.
- Log in and authorize access to your account.
- Select the pages you want to upload.
- Click “Continue”.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Keep Synced (Notion only)
- Click “Finish Uploading”.
Notes:
- Notion allows syncing, keeping selected pages updated.
- Evernote does not support syncing, requiring manual re-uploads for updates.
- Users can select specific pages to upload, rather than syncing entire notebooks.
- Go to Mind → “Add Content” → “Messaging Apps” → “Slack.”
- Log in to your Slack workspace and authorize Delphi.
- Select the channels you want to upload.
- Toggle “Keep Synced” on or off:
- If enabled, new messages in the selected channels will be updated in Delphi.
- You can always upload in two batches—one synced and one not synced.
- Click “Continue”.
- Review Edit Settings:
- Authorship, Context, Citation URL, Published Date, Keep Synced
- Click “Finish Uploading”.
- For all Slack channels, you must manually add Delphi to each channel:
- Go to each Slack channel you uploaded.
- Click Edit Settings in the top right menu bar.
- Navigate to Integrations → Click “Add Apps”.
- Add the Delphi integration app to the channel.
Notes:
- Synced Slack channels will automatically update with new messages.
- Non-synced Slack uploads are static snapshots and will not update.
Full Feature Guide: Managing Uploaded Content
Editing Uploaded Content: Using the Gear Icon
Once your content is uploaded, you can edit its settings by clicking the gear icon ⚙️ next to any file in the Content Table. This gives you access to a variety of post-upload settings, including adjusting authorship, adding context, setting citation preferences, managing instance access, and more. Use these tools to ensure your Delphi references your content exactly how you want it.
Where to Find It:
- Go to Mind → Content → Click the gear icon next to your file → Click “View Document”.
What You Can Do:
- Verify text was extracted correctly (especially for PDFs and scraped websites).
- Check for missing sections or formatting issues.
- Ensure OCR-processed images extracted text properly.
Where to Find It:
- Go to Mind → Content → Click the gear icon next to your file → Find the current title of your document at the top of the sidebar.
How to Rename:
- Click the pencil button next to the current file name at the top.
- Type in a new name that best represents the content.
- Click “Update” or wait for the changes to automatically change.
Best Practices:
- Use descriptive names (e.g., “2024 Privacy Policy” instead of “doc_123.pdf”).
- Keep names short and clear to avoid confusion.
Where to Find It:
- Go to Mind → Content → Click the gear icon next to your file → Look for the “Context” box.
How to Add Context:
- Enter up to 700 characters in the empty text box describing the file’s significance.
- Example: “This document outlines our latest company guidelines for hybrid work policies.”
- Wait for changes to automatically save.
Best Practices:
- Use context to explain key details not found in the document title.
- Avoid repeating the file name—focus on what makes this file unique.
- This feature barely affects your training data, so use it more for your internal reference and not to improve the quality of your Delphi.
Where to Find It:
- Go to Mind → Content → Click the gear icon next to your file → Look for the “Published Date” box.
How to Change the Published Date:
- Click the “Published Date” field.
- Select the correct date.
- Wait for changes to automatically save.
Best Practices:
- Ensure the published date reflects when the content was created, not when it was uploaded.
- For web pages or scraped content, use the last updated date if known.
- This often needs to be manually edited—while Delphi attempts to extract the most accurate date, if none is found, it defaults to the upload date.
Where to Find It:
- Go to Mind → Content → Click the gear icon next to your file → Look for the Citation URL box.
How to Add a Citation URL:
- Click the “Citation URL” field.
- Enter the correct web link (e.g., the original website where the content was published) in the Citation URL empty box.
- Wait for changes to automatically save.
Best Practices:
- Use citation URLs for scraped web pages, research papers, or blog posts.
- If your document is internally sourced, leave the field blank or add an internal knowledge base link.
Where to Find It:
- Go to Mind → “Content” → Click the gear icon next to your file → Look for the Hide Citations checkbox.
How to Hide Citations:
- Find the “Hide Citations” option.
- Check the box to disable citations.
- Wait for changes to automatically save.
When to Use This Feature:
- If you don’t want users to see which document provided the response.
- If you don’t want to provide any preview of the paragraphs from the document.
Where to Find It:
- Go to Mind → Content → Click the gear icon next to your file → Look for the “This content is written by or about me” checkbox
How to Adjust Authorship:
- Find the “This content is written by or about me” checkbox.
- If you wrote the content, leave the checkbox selected (default setting).
- If someone else wrote it, uncheck the box and enter the author’s name in the text box that will appear below.
- Wait for changes to automatically save.
Best Practices:
- Assign authorship to ensure Delphi attributes ideas correctly.
Where to Find It:
- Go to Mind → “Content” → Click the gear icon next to your file → Look for the Instance Access section.
How to Adjust Access:
- Find the “Instance Access” section.
- Toggle each instance on (colored) or off (greyed out).
- Wait for changes to automatically save.
Best Practices:
- Use this feature to restrict sensitive content to certain Delphi instances.
- Ensure that only certain team members or clients access relevant documents.
Where to Find It:
- Go to Mind → “Content” → Click the gear icon next to your file → Look for the Content Importance section.
How to Adjust Importance:
- Locate the “Content Importance” section.
- Adjust the value from 1 (low) to 10 (high).
- Wait for changes to automatically save.
Best Practices:
- Use higher importance (7-10) for cornerstone knowledge, such as key company policies, original research, or personal writings.
- Keep most files at the default level (5) to maintain balanced training.
- Limit adjustments to no more than five documents, as frequent changes may disrupt Delphi’s balance.
- Any documents you want to adjust to a lower content importance should probably just be deleted.
Lastly, to delete content, you just have to click the trash can next to the gear icon.
Using the Content Table: Displaying and Bulk Editing Content
The Content Table allows you to efficiently manage your uploaded content by adjusting display settings, sorting and filtering files, and performing bulk actions. You can control how many documents are shown per page, organize files into folders, and edit multiple documents at once. Whether you need to update metadata, manage instance access, or retry failed uploads, the Content Table provides powerful tools to streamline your workflow.
- You can adjust how many documents are displayed per page to make navigation easier.
- Available display options: 10, 25, 50, 100, or 500 documents per page.
Sort By:
- Content Title Name
- Date Uploaded
Filter By:
- Content Type: Files, Podcasts, Twitter, Websites, YouTube, Manual (Text Snippets), Q&A, Slack, Facebook, Email, Instagram, LinkedIn, Images
- Status of Upload: Complete, Failed, Queued, Processing, Deleting
- Memory Type: By Me (written by me box is checked), By Others (written by me box is not checked)
- Click the checkbox next to a document to select it individually.
- To bulk select all displayed documents (10, 25, 50, 100, or 500), click the checkbox next to “CONTENT” at the top of the table.
Manage Instances:
- Click “Manage Instances” to:
- “Add to Instance” → Select which instance(s) should access the document(s).
- ”Remove from Instance” → Remove content from selected instances.
- Click the orange button in the bottom right to apply changes.
Edit in Bulk:
- Add Context to multiple documents at once.
- Add Citation URLs in bulk.
- Hide Citations for selected files.
- Indicate authorship in bulk (mark content as written by or about you).
- Add author attributions across multiple files.
- Change Published Dates in bulk.
- Adjust Content Importance for multiple documents simultaneously.
Retry Processing for Failed Files:
- If a file was not properly processed, you can retry the upload to attempt processing again.
Organize Files into Folders:
- Click “Sort to Folder” to move documents into folders for organization purposes (this does not affect training).
Delete Files in Bulk:
- Select multiple documents and click “Delete” to remove them permanently.
Navigating the “Content” Sidebar
- Go to Mind → “Synced” → “Sync Content”.
- Select the content type from the dropdown: Podcast, YouTube, Twitter, RSS.
- For Notion, Google Drive, and Slack, you must redo the process through the Content tab.
- Follow the instructions based on the selected content:
- Podcast – Type in the show’s name.
- YouTube – Paste the link to the channel, playlist, or video.
- Twitter – Enter the profile URL.
- RSS Feed – Paste the feed URL.
- Click “Add”.
- Check that it appears in the Synced Content Table as Status: Synced.
- Click the “Plus” (➕) symbol next to “FOLDERS” in the sidebar.
- Enter a folder name and create it.
- Folders allow you to organize your content, making it easier to find and manage.
Important Notes:
- Folders are for your personal organization only—they do not affect training.
- Using folders makes bulk actions easier (e.g., adding or removing multiple documents from an instance at once).
Some folders are automatically created based on the content you sync. For example:
- Your YouTube Channel Folder – New content from your synced RSS feed will automatically appear here.
- Podcast Folder – All podcast episodes you sync will be stored here.
These folders help keep your content structured as you continue adding new materials.
- Under INSTANCES, you will see the names of your Delphi instances.
- Each instance is represented by a brain icon 🧠.
- Click on an instance to see which content it has access to.
- Use this to confirm what each Delphi instance is trained on, manage access accordingly, and streamline bulk selection by working with a narrower, more focused training set.
Further Reading
- Upload Conversations: After you finish a conversation with your Delphi that you found particularly useful, insightful, or helpful, take steps to print the page (command+P on a Mac) and save it as a PDF. Now you have extra, excellent training data for your Delphi!
- Instances are selected in bulk during upload, so review carefully before clicking “Finish Uploading.”
- After uploading, you can still adjust instance access by clicking the gear icon in the Content Table.
- Enable syncing during upload or use the Synced Content tab later.
- Syncing keeps YouTube channels, podcasts, Twitter feeds, and RSS feeds automatically updated.
- Each file type has a “Tips” accordion with recommendations for optimal uploading.
- Follow these guidelines to improve content quality and organization.
- Folders help keep your content organized for bulk actions.
- Sorting files into folders makes it easier to add or remove multiple files from instances or edit them.
- Occasionally, files may fail to process. You can find these under “Status: Failed.”
- Click “Retry” to attempt processing again.
- Bulk edit context, citation URLs, published dates, instance access, and more.
- This is useful for large content uploads or frequently updated materials.
- Adjust content importance only when necessary to avoid disrupting Delphi’s balance.
- Keep importance changes to five or fewer documents at a time.
- Long PDFs, transcripts, or books are easier to manage when split into chapters or sections.
- Smaller files process faster and make context retrieval more efficient.
-
Two-Step Upload Process: A file marked as “Done” means it has been uploaded to our system, but it is not yet available for training. You must click “Continue” to move it to the “Content” loading area for final processing.
-
Syncing Only Applies to Supported Platforms: Continuous syncing is only available for Twitter/X and RSS feeds. Other uploads (e.g., LinkedIn, Facebook, Instagram) require manual re-uploads for updates.
-
File Size Limits: Large files may take longer to process. For optimal performance, we recommend: splitting large PDFs or documents into sections and uploading videos as mp3 audio-only files instead.
-
No Uploads Behind Logins or Paywalls: Websites that require a login, paywall access, or dynamic content loading (e.g., AJAX-based) cannot be scraped. Only publicly accessible pages can be processed.
The following video shows what the “Content” loading area looks like and how to get there:
No updates yet—stay tuned!
But for the latest updates, join us at the Delphi New Feature Workshop—a monthly deep dive into new Delphi tools and innovations. 🗓 Last Friday of every month @ 12 PM PST | 🔗 Join here | 📍 Zoom (link provided upon registration).
Related Features & Next Steps
coming soon…
Was this page helpful?
- Quick Start Guide
- Why Upload Content?
- 5-Minute Setup
- Full Feature Guide: Uploading Content
- Content Uploads by Type
- Integrations
- Full Feature Guide: Managing Uploaded Content
- Editing Uploaded Content: Using the Gear Icon
- Using the Content Table: Displaying and Bulk Editing Content
- Navigating the “Content” Sidebar
- Further Reading
- Related Features & Next Steps
Basic Steps:
@username) to automatically sync tweets.Your Delphi supports various social media integrations. Choose the one that fits your needs:
First, click “Add Content” and then click “Socials.” You can add social media content using various methods:
@username) to automatically sync all tweets.Note: We provide step-by-step instructions for exporting data from TikTok, Instagram, Facebook, and LinkedIn.
Once your social media intake is complete, you’ll see a “Done” message for ZIP files (Twitter does not display a confirmation message). Before clicking “Continue” to load the content, ensure that:
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.
When done, click “Finish Uploading.”
After uploading, you can modify certain settings:
Note: Syncing cannot be adjusted here. Visit the “Synced” tab under Mind to manage ongoing content updates.
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:
Limitations:
By default, social media content is assigned low-to-medium importance in your Delphi’s knowledge base. Since posts are typically short-form, they carry less weight than structured uploads like documents or websites.
Social media uploads can strongly influence conversational tone, including:
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 Style Settings.
When your Delphi references uploaded social media content, citations will: