Doc Generator
Chat with a bot in the dashboard, then generate a private PDF or Word (.docx) document from the conversation. Optionally, upload a PDF template to stamp the generated content onto your branded layout, then adjust top and bottom safe-area margins to keep body content clear of template headers and footers (PDF output only). These PDF template settings can be managed in Dashboard Doc Generator or in Bot Tools when Generate PDF is enabled.
- Dashboard Doc Generator is available inside the dashboard.
- Dashboard-generated documents are stored securely and served via authenticated routes (not public links).
- Bot tools also support PDF generation in public bot chat and WhatsApp, where delivery uses a public file URL.
- Bot Tools -> Generate PDF now includes optional PDF template upload and top/bottom margin settings for generated bot files.
- Open Dashboard → Doc Generator.
- Select one of your bots.
- Select an output format (PDF or Word).
- Chat to build the document requirements and content.
- (Optional) Upload a PDF template to stamp the output onto your branded layout (PDF output only).
- (Optional) Set PDF top and bottom margins (in points) to keep generated text clear of your template header/footer artwork.
- Ask the bot to generate the document (proposal, quote, contract, etc.).
- When the bot has enough information, it will generate the file.
- Preview (PDF) or edit (Word) and download it if needed.
The bot will still follow its configured instructions and use any tools/connectors you attached to it.
Public chat (`/chat/[slug]`) shows generated PDFs as a visible link card in the message stream. On WhatsApp, generated PDFs are sent as document attachments with a short confirmation message.
If you upload a PDF template in Dashboard Doc Generator or in Bot Tools (Generate PDF), Raian will generate the document and stamp it on top of your template (PDF output only). This is useful for branded headers, backgrounds, and consistent layout.
You can also set template spacing controls (top and bottom margins in points) to avoid overlap between generated text and your header/footer regions.
If no template is uploaded, the PDF is rendered directly from the bot's generated markdown content.
- Dashboard Doc Generator files are accessible only from the dashboard and are served through authenticated streaming endpoints.
- Bot-generated PDFs for public chat and WhatsApp are shared via public URLs so they can be opened directly or attached through channel delivery.
- If you delete a document, its storage is released and the record is removed from active use.
- Generated documents (and any uploaded PDF templates) count toward your plan's storage limits (bytes).
- For each conversation, only the latest generated document is kept. When the bot generates a new version, it overwrites the previous one.
- If your document doesn't look right, refine your instructions in chat and regenerate.
- If you hit a storage limit, delete old files or upgrade your plan.
Next up
Connect external services so your bot can reference more data.