How to turn your documents into an AI chatbot — no code required

Trovify Team · · 2 min read

To turn your documents into an AI chatbot, upload them to a grounded AI assistant, which extracts the text, indexes it for search, and answers visitor questions from your content with citations. You then embed the assistant on your website with a single line of code. There's no model training and no development work — the assistant reads your documents and is ready to answer in minutes.

What you'll need

Your existing knowledge in any text-based form: PDFs, Word documents, Markdown, or plain text — product guides, policies, FAQs, price lists. If a document changes, you re-upload it and the new version replaces the old one.

The steps

  1. Create a workspace. Sign up and a workspace is created for you; a free trial starts right away, no card required.
  2. Upload your knowledge. Add your documents. The assistant extracts the text, scrubs personal data, splits it into passages, and embeds them for retrieval. You can also add answers by typing or speaking, without a file.
  3. Tune the assistant. Set its name, welcome message, starter questions, language, and branding from the dashboard.
  4. Verify your domain. Add a DNS TXT record to prove you own the site; this locks the assistant to your approved domains.
  5. Embed the widget. Copy the one-line script tag and paste it into your site — it loads in an isolated shadow DOM. Or skip the embed and share the hosted chat link.
  6. Review and improve. Watch conversations, find questions your content didn't cover, and teach the bot corrections — all from the dashboard.

Why this beats training your own model

You don't need to fine-tune anything. Because the assistant retrieves from your documents at answer time, updating your knowledge is as simple as uploading a new file. Answers stay grounded in your current content and cite their source, and the assistant says when something isn't covered instead of guessing.

Where it works best

Anywhere there's a pile of documents and repetitive questions: law firms, real estate, education, and compliance-driven businesses.

Ready to try it? Start on the features page, or read the step-by-step docs.