RAG (Retrieval Augmented Generation)
The Salesmsg Textbot now supports Retrieval-Augmented Generation (RAG) to provide smarter, more accurate responses by allowing you to upload files and use more information from these files to generate the replies from the TextBot.
Key Benefits
Smarter Responses: Textbots can generate replies based on real data from uploaded files, not just the model’s pretrained knowledge.
Simplified Setup: Reduces errors and speeds up the Textbot creation process.
By enabling RAG, Salesmsg enhances AI automation, making conversations smarter and more reliable for your business.
Setup
Navigate to Settings - AI Knowledge Base section. You will see either empty page or list of files uploaded to your knowledge base.
Upload new files or remove old ones to update the knowledge base. Note that files may take some time to process after being uploaded.
To use the knowledge base enable "Use knowledge base" option in the "Set your conversation style" section.
File Preview Modal: Features & Supported Formats
You can now preview uploaded files directly within Salesmsg — no downloads required.
All previews open in a dedicated modal with intuitive controls designed for better readability and usability across file types.
Preview Behavior by File Type
File Type | Preview | Page / Sheet Switching | Notes |
| Plain text preview with formatting | ❌ | Includes syntax highlighting & markdown rendering |
| Static HTML rendering | ❌ | External scripts/styles are blocked for security |
| Embedded PDF viewer | ✅ | Zoom and scroll supported |
| PDF-like rendering | ✅ | Zoom and scroll supported |
| Scrollable table view | ❌ | Displays column headers and cell data |
| Scrollable table view with sheet tabs | ✅ | Switch between sheets, table formatting applied |
Limitations
Accepted file formats: PDF, MD, TXT, DOCX, HTML, CSV, XLS, XLSX
Up to 10 MB per file
Up to 5 files
1 knowledge base per Organization
Frequently asked questions
Can each AI Bot have their own documents?
No, all resources uploaded will be accessible to any bot that gets the "use knowledge base" toggle turned on!
Why would I use this?
Because when you provide a lot of information for an AI textbot to "learn" putting it in this format that is more easily ingested will yield better results.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].