Assistant Editor
Documents
Manage which documents are linked to your AI employee.
Documents
This section shows which documents are linked to the employee. Linked documents become the source the employee draws on when answering customer questions.
What This Page Is For
- Linking existing documents to the employee
- Removing a linked document when needed
- Assigning multiple documents to a single employee
This page explains linking documents, not creating them. New documents are created from the Training side.
Creating Documents
Go to the Training group to create a new document.
How It Differs from Business Info
- Use Business Info for short, certain facts
- Use Documents for longer text, files, and procedures