Blog.
Guides and deep dives on Docutrain — training assistants on your documents, grounded answers, collections, access control, embedding, and administration.
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Admin
Managing your document library
A tour of the Docutrain dashboard home and the Documents Library: filters, status chips, inline editing, row actions, bulk combines, deletes and categories.
Features
Twelve small things Docutrain gets right
A roundup of the minor design decisions in Docutrain that nobody puts on a feature list, from scanner-proof email links to undoing a retrain.
How-to
Troubleshooting the things that actually go wrong
A triage guide to common Docutrain problems: sign-in, document access, stuck uploads, unanswered questions, integrations, plan limits, and getting help.
Admin
Plans and limits
What the Free, Pro, Business and Enterprise tiers include, the limits that apply regardless of tier, and what actually happens when you reach one.
Features
Sharing a conversation and exporting an answer
How Docutrain share links work, what a recipient can and cannot do with one, when a shared page turns read-only, and how to export an answer as a PDF.
Admin
Reviewing conversations and moderating what readers see
Docutrain's conversation viewer: live monitoring, filters, ratings and feedback, automatic content flags, moderation, CSV exports, and the debug console.
Admin
Users, roles and invitations
Docutrain roles explained, plus how to invite members, approve join requests, edit or ban users, and read the emails everyone receives along the way.
Features
Forms whose responses become knowledge
Docutrain forms are shareable pages whose responses feed a paired chat document, so you can ask questions about what people submitted.
Features
Helpers: giving the assistant context before the first question
Helpers are short guided questions on a document's chat that travel with the reader's next message, so answers fit their situation from the start.
Integrations
Slack, Telegram and your own domain
Bringing Docutrain answers into Slack channels and Telegram chats, serving assistants from your own domain, and the emails Docutrain sends.
Features
Document Intelligence: what your audience is actually asking
A tour of Docutrain's Intelligence tab: statistics, keyword density, topics, chatting with Doc, AI-written reports, and read-only share links for outsiders.
Admin
Tuning the chat experience
Chat tone, memory, custom prompts, which tools appear in the toolbar, contact-form verification and personas: the second half of the document editor.
Admin
Branding and landing pages
A tour of Docutrain Owner Settings: what an owner organization is, logos and covers, the public landing page in both layouts, and custom domains.
How-to
Retraining a document, and reading its history
Add or Replace is the whole decision when retraining a Docutrain document. Here is what each mode does, what survives it, and how the history lets you undo.
Features
Quizzes: turning a document into a test
How Docutrain generates multiple-choice quizzes from a document, what taking one looks like, and how admins review, edit, and publish the question bank.
Use cases
Building a study assistant from course readings and lecture recordings
How an instructor would set up Docutrain for a course: a collection as syllabus, audio lectures, quizzes, chat tone and memory, passcode access, and per-document analytics.
Features
Collections: many documents behind one link
How Docutrain collections bundle documents behind one link, what each tab of the collection editor does, and how chatting across several documents works.
Integrations
Embedding Docutrain on your website
How to put a Docutrain assistant on your own site: access levels, share links and QR codes, the editor's embed types, and saved embeds.
Use cases
Putting product documentation behind a chat widget on your own site
How a product team would set up Docutrain for support: public access, saved embeds, branding, disclaimers, pinned questions, escalation, and finding documentation gaps.
Features
Images and video in answers
How Docutrain extracts figures and slides, decides which ones belong in an answer, and gives admins a gallery, cover images and a video library to curate.
Admin
A tour of your document's settings
The Docutrain document editor decides what a reader meets before they type: title, intro, explainer, disclaimer, helpers, access level and search visibility.
Use cases
Turning a handbook and a pile of policies into an onboarding assistant
How an HR or ops team would set up Docutrain for onboarding: members-only access, invitations and seats, slide decks, quizzes, Slack, and keeping policies current.
How-to
Loading a lot of documents at once
How Docutrain's three-slot upload queue works: per-file settings, batch defaults, monitoring, cancelling, recovery from failures, and combining documents afterwards.
Features
The tools that sit beside the chat
Key Topics, Recent Questions, Prior Chats, Downloads, galleries, quizzes and more: a tour of every tool that can appear alongside a Docutrain conversation.
Use cases
Making a research group's papers and protocols chattable
How a research group would set up Docutrain for its papers and protocols: PDF handling, the AI abstract, references, figures, collections, and what Intelligence reveals.
Admin
Access levels explained
Every Docutrain access level explained: public, passcode, token links, members-only, what blocked readers see, and how gates work in collections and embeds.
How-to
Training your first assistant
Every way to get content into Docutrain: files, pasted text, audio, web pages and forms, plus the limits and what happens while a document processes.
Features
How a grounded answer is built
A step-by-step look at what happens between typing a question and reading a cited answer in Docutrain, including what happens when the document has no answer.
Use cases
What Docutrain is, and who it is for
Docutrain turns uploaded documents into chat assistants that answer only from your content, with citations. Here is what it does and who actually uses it.
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