Creating Chats (Local or Cloud)

Chats are collections of documents you can ask questions of.

To create a chat:

1. Click "Add New Chat"

2a. On Desktop, decide whether you want to create a Local chat or Cloud chat. Compare Local vs. Cloud here.

2b. On Web, you can only create Cloud chats.

3. Select Files

There are 4 ways to add a document to a chat:

• Upload directly from hard drive
  • You can drag a folder onto it, and all compatible files inside will automatically be added to the chat.
  • You can select multiple files and drag it onto the box.
• Enter in a URL
  • This will attempt to crawl the URL (make sure the URL is public), print it to PDF, and add it to the chat.
• Dropbox Integration
• Google Drive Integration
  • If the document is a Google Workspace document (Google Doc or Google Sheet), Google imposes a 10MB file limit.
  • If the document is a non-Google Workspace document (e.g., a PDF), standard Socrates file limits apply.

4. Train on the selected files

• Please wait for Socrates to process all the files. This may take a few minutes if many files are uploaded, or up to a few hours if our systems are under heavy load. The wait is worth it!