About chatbots and conversations | Instabase AI Hub Documentation

Analyze documents using conversations and chatbots. Turn complex document sets into accessible knowledge that anyone can query and understand.

Chatbots

Create shareable chatbots to analyze documents and answer questions about a defined knowledge base. Chatbots are optimized for broad knowledge sharing and multi-user access.

Conversations

Conversations support single-user, on-demand analysis of uploaded documents, ideal for personal, flexible document exploration.

Review the following table for a comparison of features and functionality across chatbots and conversations:

	Chatbots	Conversations
Purpose	Decisions and tasks across many users	Insights and content for one user
Use case	Always-on digital operations team	On-demand analysis thought partner
Shareable	Yes, can be published to the Hub and shared	No, private in your personal workspace
Knowledge base	Chatbot publisher’s uploaded documents. Chatbot users can’t add or remove files from the knowledge base, but can upload up to 5 documents to compare against the knowledge base.	User’s uploaded documents. Files can be added and removed.
Maximum knowledge base size	About 500 files. Each chatbot user can additionally upload up to 5 comparison files.	About 500 files (user interface) or 4 million tokens (API).
Supported models	• Advanced, multistep (automatic selection based on knowledge base size) • Research mode (user-enabled) Model availability varies when interacting with chatbots by API.	• Advanced, multistep (automatic selection based on message scope) • Research mode (user-enabled) Model availability varies when interacting with conversations by API.
API support	Yes, for querying see the queries endpoint. Chatbots can’t be created by API.	Yes, see the conversations endpoint for single-document queries and the queries endpoint for multiple-document queries. Conversations can also be created by API.