Start with what you already have
Policies, FAQs, service and product descriptions, SOPs, and pricing sheets are usually the highest-value documents to start with — they're what customers and staff ask about most.
Keep documents current
An AI Assistant answers from what's in your Brain — if a policy document is a year out of date, that's what gets referenced. Replacing outdated documents with current versions is the single biggest lever for answer accuracy.
Be specific, not vague
Documents that state facts clearly ('Returns accepted within 30 days of purchase with receipt') are easier for a Brain to use accurately than vague language ('We're flexible about returns'). Specific, unambiguous wording produces more precise answers.
Organize by topic
Grouping related information — all pricing in one place, all policies in another — makes it easier for both your team and the Brain's search to locate the right source quickly.
Frequently asked questions
What file types can I upload?
You can upload common business documents through your dashboard; check your dashboard's upload screen for the current supported formats.
Do I need to reformat documents before uploading?
No special reformatting is required — clear, well-organized documents simply produce better results than vague or disorganized ones.
How do I update information later?
Replace or edit the source document in your dashboard, and the Brain reflects the change.
Can I connect data instead of uploading files?
Yes — connectors let you bring in business data from connected tools in addition to uploaded documents.