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Documents: training the assistant

Last updated on August 23, 2026

Documents: training the assistant

Documents are the assistant's source of knowledge. The more precise the material, the more precise the answers.

Adding a document

  1. Open AI Agent → Documents.
  2. Click to add a document.
  3. Choose the source: a file, a page URL or a spreadsheet.
  4. Wait for processing — after that the assistant can use it.

What to upload

  • Product and service descriptions with prices;
  • Delivery and payment terms;
  • Return and warranty policies;
  • Answers to frequent questions;
  • Operating details: hours, service area, contacts.

How to write the material

  • Use plain sentences. The assistant works better with short unambiguous statements than with legal prose.
  • Split topics up. One document, one topic — it makes the right passage easier to find.
  • Be specific. "Delivery within the city takes 1–2 days" beats "delivery is carried out promptly".
  • Remove anything outdated. An old price list in your documents becomes a wrong answer to a customer.

Document limit

The number of documents is capped by your plan. Current usage is shown under Settings → Billing. Once you hit the limit, a warning appears and no new documents can be added until you remove old ones or change plan.

Verifying

After uploading, open AI Agent → Playground and ask the questions your customers actually ask. If an answer is off, tighten the wording in the document or add an FAQ.