Onboarding

File Uploads

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File Uploads are used for scripts, SOPs, training references, policy documents, call examples, FAQs, and other implementation materials.

File typeExamples
ScriptsCall scripts, opening lines, objection handling.
KnowledgeFAQs, service descriptions, pricing sheets.
OperationsSOPs, escalation rules, scheduling procedures.
ComplianceRequired disclaimers, opt-out policy, consent language.

Best practices

  • Use clear filenames.
  • Remove duplicate or outdated versions.
  • Keep sensitive data to the minimum needed for implementation.
  • Add notes in Company Context when a file requires special interpretation.