GHL AI Knowledge Base with PDF, DOCX & Rich Text

With this GHL update, your AI Knowledge Base now supports:

• 📄 Word Document Uploads (DOC & DOCX) – Drop in your existing Microsoft Word files and GHL will automatically ingest the content. No copy-paste needed.
• 📑 PDF Uploads – Bring in company manuals, product documentation, SOPs, and more, all in their original PDF format.
• 📝 Rich Text Editor Support – Want to make quick edits or build out content without uploading? Use the new inline editor with full formatting capabilities: bold, bullets, headers, links, etc.

On top of that, GHL’s system automatically parses and organizes your uploaded content. That means your bots won’t just see a wall of text, they’ll learn from structured documents with headings, lists, and logic baked in.

All of these features are also snapshot-compatible, making it easier to templatize AI training data across locations.T

his is a massive leap from the plain text-only approach of the past, and it sets the stage for much smarter AI interactions inside your GHL setup.

Before this update, your only option for training the AI Knowledge Base was plain text. That meant copying and pasting paragraphs from Word docs, stripping out formatting, and hoping the AI could still understand your message.

It worked, but barely.

Instead of dumping a wall of text into the system, you can now upload your documents exactly as they are. GHL reads them the way you intended, recognizing titles, sections, and lists like a real reader would.

If you need to write something fast, like a quick guide or FAQ, you can do it right in the platform. The new text editor handles formatting too, so you stay focused.

Looks aside, this change tightens up your training data. Your bot gets the right info, in the right order, and spits out answers that actually help.

It’s everything you wanted from your AI knowledge base. Now it actually delivers.

If you’ve ever built an AI bot, you know the hard part isn’t setting it up, it’s feeding it the right content in a clean, usable format.

This update removes that barrier.

You can now drop in your real docs, things like SOPs, onboarding guides, or FAQs, straight into GHL. It sorts out the structure, and your AI learns faster with less work on your end.

For agencies, that means:

• Faster deployment of new bots and automations
• Better support quality across locations
• Easier onboarding for your clients and their teams

It also unlocks a major advantage: you can now centralize documentation in the format it was already written in, instead of rewriting everything into plain text just to make it usable.

This isn’t just an improvement, it’s a shift in how you scale and train your AI workforce.

If you’ve ever spent hours copying and pasting sections of a Word doc into the AI Knowledge Base, you know how tedious it can be. With this update, GHL finally gives you a faster option. Now, you can just upload your PDFs or Word documents directly, and even make quick edits right inside the platform using the built-in editor. It’s smoother, easier, and saves you a ton of time on setup. Here’s how to activate and use it in just a few steps:

1.1 Go to your Agency View
1.2 Click on Settings > Labs
1.3 Toggle ON the setting called “New Knowledge Base Sources”

2.1 From the left menu, go to AI Agents  > Knowledge Base
2.2 Click + New Article to get started

3.1 Inside the article window, click Upload File
3.2 Choose a document from your computer (.pdf, .doc, or .docx)
3.3 GHL will automatically extract and structure the content for AI use

4.1 Want to adjust your doc or draft something from scratch?
4.2 Use the formatting tools to create clean, readable sections.
4.3 This works well for quick guides, updates, and bite-sized SOPs.

5.1 After upload, review the article to confirm formatting looks right
5.2 Use Tags to group articles by topic for better AI referencing
5.3 Snapshots? Yep, this content is snapshot-compatible too

That’s it. You’re now training your AI assistant with structured documents and rich content, without breaking a sweat.

Uploading a doc is easy. But if you want your AI assistant to deliver accurate, context-aware responses, a little prep goes a long way. Here are some fast, proven tips to make your uploads work harder for you:

Use Clear Headings
Organize your doc with clear headings, like main titles and subpoints, so the AI knows when you’re switching topics or starting a new section.

Remove Clutter Before Upload
 Before uploading, take a minute to remove things your bot doesn’t need, like legal fine print, indexes, or extra formatting. Cleaner docs get better results.

Use Q&A Formatting for FAQs
If your document includes FAQs, format them as “Question” followed by “Answer.” The AI uses this structure to improve response clarity.

Keep Your Articles Focused
Avoid uploading one massive file covering 15 different topics. Break them out into specific, single-topic articles for best results.

Add Tags
Use tags to group articles by function (support, billing, onboarding). This improves AI routing and speeds up content retrieval.

Edit with the Rich Text Editor
Make light edits or create quick documents directly in GHL. Perfect for SOPs, instructions, or internal guides.

These small formatting moves lead to faster training, better bot replies, and less time spent troubleshooting later. Think of it like SEO, but for your AI assistant.

This update isn’t just a feature, it’s a shift in how you scale and support operations with AI.

Before this, getting your AI up to speed meant a lot of copy-pasting and reformatting. Not only was it a pain, but it also left room for mistakes that could throw off your bot’s responses.

Now? You can drop your internal docs, onboarding guides, support manuals, or SOPs directly into GHL’s AI knowledge base, and the AI gets it.

It understands the structure. It respects your formatting. And it builds a AI knowledge base layer that feels natural and intelligent to your users—whether they’re talking to a support bot or an internal assistant.

And because this lives inside GHL, it means you can:

• Centralize your AI strategy in one tool
• Standardize AI knowledge base across all clients or locations
• Speed up launches without sacrificing quality

No more jumping between tools. No more “just text” limitations. This is the future of smart automation, already built into your dashboard.

This update might seem simple, support for DOC, PDF, and rich text, but the impact is anything but.

You now have the power to feed your AI assistant with real, structured, formatted documents. That means faster training, better answers, and a more efficient workflow for your agency and your clients.

You’re not stuck retyping support manuals or sanitizing Word files. Just upload, format if needed, and go. The AI does the heavy lifting.

If you haven’t already, jump into Agency Settings > Labs, flip the switch on “New AI knowledge base Sources,” and upload your first doc. Try a PDF, a sales playbook, or a client onboarding guide, and watch how much faster your AI gets smarter.

You’ve spent time creating solid content, it shouldn’t just be dumped in. Now, GHL actually treats it the way it should.