Upload your own files (personas, playbooks, past messages, prospect lists) so the AI chat uses them as context.
What can you upload?
Persona / ICP profiles
Sales playbooks
Past LinkedIn messages
Prospect or company lists
Any order relevant documentation
Where to find it
Go to Setup > Documents library in the left panel. You can also click the Documents library quick-action button under the composer on your agent home.
How to use it
Open the Documents library.
Click Upload document (top right) and choose your file.
Your file appears in the list. Each document shows its name, when it was uploaded, its size, and the last time it was used in a chat.
Use your document in a chat by attaching it and asking your question.
To save a copy of a document, click the download icon. To remove it, click the red delete icon.
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