There are two ways to upload and interact with your books, long-form content, and documents in Insight:
- Book upload from the dashboard: Use this option for your books, chapters, and primary content (Word, PDF, EPUB).
- Document upload in AI Chat: Use this option for shorter business documents and additional formats (Excel, images, PPT, text, etc.).
Here’s how these options differ and which one to choose.
Main Upload vs. Upload in AI Chat
| Main Document Upload | Upload in AI Chat | |
|---|---|---|
| Best for | Primary long-form content like books and chapters. | Shorter documents, more file formats, contextual information. |
| File formats | Document formats only (Word, PDF, EPUB, XML, HTML, RTF) | Documents + images, audio, and video (.xlsx, .pptx, .jpg, .png, .mp3, .mp4, etc.) |
| Automatic Analysis | ✓ Auto-generates metadata, editorial analysis, and marketing content | ✗ No automatic analysis |
| AI Tools Access | ✓ Full access (translate, adapt, scan, index creation, image extraction, audio generation, etc.) | ✗ AI document tools not available |
| Availability in Chat | Available in any chat or notebook via Manage Sources > Search | Only within the chat or notebook where uploaded |
| Search | Available to Insight’s advanced search tools | Only available in chat history search |
| Organization | Central storage with collections, team sharing, and metadata export | Stored in specific chat or notebook only |
| Download | Original file + generated versions and related files | Original file only |
Main Document Upload
Use this option for your books, chapters, and long-form content. This upload triggers Insight’s automatic generation of book metadata, editorial information, marketing content, and more.
To upload a document:
- Click Upload from the main menu on the left side of the window.
- Select the resource type that best matches your content (e.g., Novel, Non Fiction, Children’s Book). Insight’s analysis is tailored to each type.
- Drag and drop your file into the “Select file” area.
- Enter the title and author of your document.
- Click Create Resource to start processing.
Insight’s AI processing takes a few minutes to complete. You’ll receive an email when the analysis is ready to view.
Upload Options
AI Processing: Choose which fields are automatically generated for your document.
- None: No automatic generation, but the document is available for AI Chat and document tools like Translate, Adapt, and Scan.
- Core fields: Generate basic metadata (subjects, BISAC, Thema, description, keywords, and metrics).
- All fields (default): Generate the full set of fields, including editorial analysis, marketing content, and comp titles.
Output Language: Insight can generate its analysis in multiple languages, regardless of the original language of the uploaded document. Leave this blank to generate content in the same language as your document.
AI Style: Select an AI Style—a set of writing instructions and contextual information that influences the marketing content Insight generates. You can create custom styles in your user menu under AI Styles.
Access Mode: Choose whether this document is shared with your team or private and only accessible to you. You can change this setting anytime from the document view.
Additional Fields: Expand this section to manually enter information before upload, such as the ISBN or copyright status.
Batch Upload
Use batch upload to upload multiple files at once, like book chapters or books in a series.
- From the main upload page, click Uploading multiple files? Try batch upload at the top right.
- Select the resource type (applied to all files in the batch).
- Optionally enter template metadata to apply to all files, then click Continue.
- Drag and drop your files.
- Choose or create a collection to organize the files.
- Click Upload to start processing.
Note: For large-scale uploads or backlist ingestion, contact support@veristage.com to automate the process.
Using Uploaded Documents in AI Chat
Documents uploaded through the main uploader are also available in AI Chat:
- From your document, click the blue AI Chat button to chat directly with it.
- From any chat or notebook, click Manage Sources, then use Search to find and add your document.
AI Chat Uploads
Use this option for shorter files and documents, content to supplement your chats, and documents that don’t require Insight’s automatic metadata generation.
Supported formats: AI Chat supports EPUB, Excel, JPG, HTML, PDF, PowerPoint, text, WebP, Word, and XML.
How to upload:
- In AI Chat, click Manage Sources (paperclip icon), then Add source.
- Drag and drop files into the upload window.
You can also drag and drop files directly into your chat window.
Where files are saved: Documents uploaded in AI Chat are saved directly in that chat conversation or notebook. You can have multiple conversations with them, but they won’t appear in your main document library or be available to Insight’s document tools.
For books and long-form content: Use the main document upload, which includes AI processing optimized for long documents and access to Insight’s full set of tools.