Upload your key documents
Last updated
The more your agents know about your business, the better their work is. Uploading a few key documents now saves a lot of back-and-forth later.
What to upload
- Service menus, price lists, or a rate card
- Standard templates you send clients (proposals, contracts, intake forms)
- Anything you'd hand a new hire on their first day
1
Open Knowledge Base
Select Knowledge Base in your left sidebar.
2
Add your files
Drag your files onto the upload area, or choose them. PDFs with selectable text, Word (.docx), and plain text, markdown, or CSV files work, up to 100 MB each. Photos and scanned PDFs upload but can't be read yet.
3
Wait for indexing
Wait for each file to show as indexed. Your agents use it automatically. Then mark this to-do done.
Good to know
You can always add more documents later from Knowledge Base.