Documents

Documents are files you upload once and reuse everywhere — PDFs, images, price lists, policy documents. Instead of hunting for files every time, your team (and your AI) can send them instantly.

Opening the Documents page

Go to Settings → Presets → Documents. You'll see everything 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 to your AI.

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. Once gone, they can't be sent in conversations anymore.

Using documents in conversations

When you're chatting with a customer:

1. Click the Document button in the composer.
2. Search for the document you want.
3. Select it, add any additional 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 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 recognizes the match and sends the document automatically.

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