Upload your own files (personas, playbooks, past messages, prospect lists) so the AI chat uses them as context — no need to re-explain your ICP, tone, or prospect list every time.
What can you upload?
Persona / ICP profiles
Sales playbooks
Past LinkedIn messages
Prospect or company lists
How to use it?
Click your agent in the left menu.
Click the Documents library.
Upload your file.
Drop the document into any chat to activate it as context.
To remove a doc, click Delete from the Documents library.
Chat can create documents for you too
You're not limited to uploading your own files. Ask the chat to build something — a prospect list, an event brief, anything — and it can generate the document and save it straight to your Documents Library, no separate export-then-upload step needed.
What can you do with a doc in chat?
Build a campaign from a persona doc
Write qualification rules based on your playbook
Teach tone of voice from past messages
Upload and use a prospect or company list directly