Overview
Documents is the selected client's shared materials library. Upload TXT, PDF, or CSV files, or add external links, so onboarding, future campaign work, and the AI email responder can use the right reference material. The same library appears in Playmaker's Client Materials section.
How to use this page
Select the client
Pick the client in the top-right switcher. The stat band shows stored documents, files with text ready, and total extracted text. The subtitle also notes how many documents are marked for the AI responder.
Add a file
In Add New Document, optionally add a Note explaining what the file is for. Drag a file onto the dropzone or select Choose File to upload a TXT, PDF, or CSV up to 25MB. The system extracts text in the background and confirms the result with a toast.
Add a link
Select Add link to open the link form. Enter a Name, the complete http(s) URL, and an optional Note, then select Add link. Links are saved as openable references and do not have extracted text.
Check saved material
The Uploaded Documents table shows the file size, extraction status, AI responder setting, and uploader. Files can show processing, extracted text, or an extraction problem. Link rows show External link instead of extracted text.
Mark a document for the AI responder
Use the Responder switch on a row to mark that file or link as reference material for the AI email responder. The setting saves immediately. Files contribute extracted text, while links contribute their name, URL, and notes. Campaign settings can further narrow which marked documents a campaign uses.
Manage documents
Use Refresh to recheck the list and extraction status. Select Edit to rename a document, update its notes, or update a link's URL. Delete removes material you no longer need after confirmation. The same library is embedded in Playmaker under Overview > Client Materials.
What the buttons do
- Choose File
- Opens the file picker to upload a TXT, PDF, or CSV up to 25MB. Any Note entered in Add New Document is saved with the file.
- Add link
- Opens or closes the form for saving an external reference link.
- Add link (form submit)
- Saves the entered name, http(s) URL, and optional note as an openable reference.
- Responder switch
- Marks a file or link as material the AI email responder can consult, or removes that mark. Saves immediately.
- Edit (pencil)
- Lets you rename an item, update its notes, or update the URL on a link.
- Refresh
- Reloads the document list and current extraction status.
- Delete (trash)
- Removes a stored document or link after confirmation.