Documents

Upload PDFs, images, price lists, and policy documents once — your team and your AI agent can send them in any conversation without hunting for the file.

Opening the Documents page

Go to Settings → Presets → Documents. You'll see every file you've uploaded with previews and descriptions.

Uploading a document

1. Click New document.
2. Choose your file. Supported types: PDFs, images, and CSVs. Size limits: images up to 5 MB, other files up to 25 MB.
3. Give it a clear title like "2025 Pricing Sheet" or "Return Policy" (3–64 characters).
4. Add a description explaining what it is and when to use it (up to 300 characters). AI uses this to decide when to send the document automatically.
5. Save.

The document is now available to your team and your AI agent.

Editing

Click the edit icon to change the title or description. The file itself stays the same.

Deleting

Click delete, or select multiple documents for bulk delete. Deleted documents can no longer be sent in conversations.

Sending a document in a conversation

1. Click the Document button in the composer.
2. Search for the document.
3. Select it, add any text, and send.

No more digging through folders or re-uploading the same file.

Automatic AI document sending

Give your documents clear titles and descriptions, and your AI agent sends them when customers ask relevant questions.

Example:

• You upload "Product Catalog" with a description like "Complete catalog of our products with images and prices".
• A customer asks "Do you have a catalog I can look at?"
• The AI agent recognizes the match and sends the document automatically.

The clearer your descriptions, the better the AI agent gets at picking the right document.