Folders
Documents are organized into folders. You can create multiple folders and assign different folders to different agents. For example, you might have a “General Info” folder shared across all agents and a “Sales Offers” folder assigned only to your outbound agent. A Default folder is created automatically when you sign up. Agents created from templates are linked to your default folder.Document types
When adding a document to a folder, choose from three types:Add a document
1
Open Knowledge Base
Go to Dashboard → Knowledge Base.
2
Select a folder
Click the folder you want to add the document to. To create a new folder first, click New Folder, enter a name, and save.
3
Choose the document type
Click Add Document and select URL, File, or Text.
4
Add the content
- URL — paste the full web address (e.g.
https://yourbusiness.com/services) and click Import - File — drag and drop or browse to upload your PDF or document
- Text — enter a title, then type or paste the content into the editor
5
Save
Click Save. The document is available to any agent linked to that folder immediately.