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Knowledge 5 min read Every plan (limits grow with your plan)

Add documents to your Knowledge library

Upload PDFs, Word, Excel, PowerPoint, text and images, or write articles, and choose who each one is for: just you, your team, or your website assistant too.

You'll need
Your policies, price lists, handbooks…
Time
A few seconds per document
Where
Knowledge library

Your website rarely says everything. The Knowledge library is where you add the rest: refund policies, price lists, staff procedures, product manuals, onboarding checklists. Your assistants read them and answer from them, and every document has an access level, so a private file is never shown to someone who shouldn't see it.

Upload a document

  1. Choose who it's for

    On the right of the upload box, pick Private, Team or Public before you add the files (see the table below). You can change it later.

  2. Drop your files in

    Drag files onto Drop files here to teach your assistants, or press Upload files. You can add several at once: PDF (scanned ones too), Word, PowerPoint, Excel, text, Markdown, CSV, HTML and images. Photos and scans are read by AI.

  3. Wait for the tick

    Each document shows a green tick and the number of passages it was split into, usually within a few seconds. From then on, your assistants can answer from it.

The Knowledge library with the upload box, the access choice and four documents
Choose who it's for, drop the files in, and each one is ready in seconds.

Private, Team or Public?

AccessWho can get answers from itGood for
PrivateOnly you, through your team assistantDrafts, your own notes and templates
TeamEveryone on your account, through the team assistantProcedures, playbooks, internal price sheets
PublicYour team, and your website assistant, so customers get answers from itPolicies, price lists, product information, FAQs

Only the owner or an admin can make a document Public. A Public document can teach all your website assistants or just one. Access is checked on every passage before an answer is written, and a change takes effect instantly.

Write an article instead

Some knowledge isn't in any file. Press Write an article, give it a title, type or paste the text and choose its access. It's treated exactly like an uploaded document.

Find and manage documents

Use the All / Private / Team / Public filters and the search box to find a document. Each row has buttons to view what was read, edit its title and access, or delete it. Deleting a document removes it from every assistant immediately.

The Knowledge library page header with document, storage and file size limits
The cards at the top show your documents, storage used and the largest file your plan accepts.
PlanDocumentsStorageLargest file
Free510 MB5 MB
Starter50250 MB10 MB
Growth5002 GB25 MB
Pro5,00010 GB25 MB

Old Office files? .doc, .xls and .ppt aren't read. Open them and save as .docx, .xlsx or .pptx first.

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