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Upload Knowledge Files

File upload helps you bring business information into AI Receptionist when it is not already on your website.

Supported Files​

Current supported file types:

  • TXT
  • CSV
  • MD

Files should be smaller than 1 MB. PDF and DOCX import may appear as coming soon in the product interface.

What To Upload​

Good file content includes:

  • hours
  • services
  • FAQs
  • pricing notes
  • policies
  • appointment instructions
  • special caller instructions

Do not upload private customer records, full contracts, passwords, or sensitive internal documents.

Upload Flow​

  1. Open Knowledge.
  2. Open the Import tab.
  3. Choose Upload business knowledge.
  4. Select a supported file.
  5. Review the draft sections.
  6. Edit any wording that should sound better on calls.
  7. Select the sections to use.
  8. Approve selected sections.

Approval Required​

Uploaded file content is not used by the AI until you review and approve it. This is intentional. A file may contain outdated prices, internal notes, or wording that should not be spoken to callers.

Best Practices​

  • Upload focused files instead of large mixed notes.
  • Put one topic per line or section.
  • Label prices and policies clearly.
  • Review every imported section before approval.