Upload Documents

Documents are the knowledge base your AI answers from.

How to Upload

1. Go to Documents → Upload
2. Choose file or paste URL
3. Wait 30–60 seconds for processing
4. Document shows "Ready" status

Document Visibility

Type	Who Can Access
Private	Only you and team members
Public	Customers via all channels

Set visibility on upload or change later via Manager AI: Make report.pdf private Make faq.pdf public

Best Practices

1. Use descriptive filenames — "product-pricing-2026.pdf" is better than "doc1.pdf"
2. Keep documents focused — one topic per document improves accuracy
3. Update regularly — delete old versions and upload new ones
4. Set correct visibility — internal docs private, customer docs public

Via Manager AI

List all my documents Show private documents Show public documents Delete old-report.pdf Read the content of pricing.pdf

Supported Formats

See Supported Formats for the full list of 23 supported file types.