Teach your AI Staff with documents

Created by Digvijay Singh, Modified on Thu, 27 Aug at 9:42 PM by Digvijay Singh

Your AI Staff answers from what it knows. Out of the box that's your business profile, hours, and routes — but you can teach it much more by uploading documents it searches live during calls.

What to upload

  • A menu or service list with descriptions ("what's in the Madras curry?")
  • Policies: returns, cancellations, parking, house rules
  • FAQs your staff answer every day

How to do it

  1. Open your AI receptionist's settings in the dashboard.
  2. Find the Documents section and click Upload document.
  3. Upload a plain-text or Markdown file (.txt or .md, up to 10 MB).

That's it — no retraining step. On the next call, the AI can search the document when a caller asks something it covers, and answer in its own words.

Tips for good documents

  • Write facts, not scripts — the AI phrases answers itself.
  • One topic per section with a clear heading; the AI retrieves by meaning.
  • Keep it truthful and current: the AI treats your document as ground truth and will say "I can't confirm that" for anything not covered.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article