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The Documents list

Context > Documents lists every document your agent can draw on: text you wrote, uploaded files, crawled website pages and Q&A pairs. Use the search box, the type filter (All / Text / Files / Website / Q&A) and the channel filter to find things. Click any column header to sort. Each row shows:
  • The title (and URL or file name), with a Pinned badge when it is always included
  • One column per channel. A filled dot means the document is used there. Click a dot to toggle that channel without opening the document.
  • Size, status (Ready / Processing / Error / Disabled) and when it was last updated
  • A menu with Edit, Enable/Disable, Always include / Unpin, Re-index and Delete

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Writing a document

1

Add > Write text

Give it a clear title, for example “What is Acme”, “Refund policy”, “Sales playbook”.
2

Add the content

Plain text or markdown. Write the way you would explain it to a new hire. There is no hard size limit, but a document over a few thousand characters should probably not be pinned.
3

Choose channels

Check the channels this document applies to. Voice shows a reminder that voice documents are sent in full at call start.
4

Pinned or retrieved

Turn on Always include for the essentials (who you are, core rules). Leave it off for reference material; the agent pulls that in only when a question calls for it.
5

Create

The document is indexed in a few seconds and shows Ready.

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Create from website

If a website is connected, Add > Create from website reads all crawled pages and writes a new pinned About <company> document with the essentials (services, contact info, hours). Review and edit it afterwards; it is a starting point, not a final answer.

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Editing and managing

  • Edit any document, including website pages and file text, by clicking its row.
  • Disable to stop the agent using it without deleting it.
  • Delete removes it immediately. Website pages come back on the next crawl if the page still exists.
  • Re-index rebuilds the search index for a document (or re-scrapes a website page). Use it if a document shows Error.

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Status meanings