Add Documents the AI Helper Can Search

What It Is

Add your shop's own information so the AI helper can look it up: pricing, service area, rules, supplier notes, property-manager rates. The helper checks here first and quotes the relevant part; if not here, it uses your live shop data.

Where and What

Go to Settings > AI knowledge base. Only owners and managers can manage it. Upload a text file or paste text in. Supported types are .txt, .md, .csv, .json, up to 5 MB each. PDF and Word are not supported yet (PDF coming soon). For a PDF or Word doc, copy the text out and use Paste text, or save it as a .txt first.

Uploading a File

1. Tap Upload a file and pick a .txt, .md, .csv, or .json file.

It processes in the background: a Processing tag shows, then a green Ready, usually within a minute.

Pasting Text Instead

1. Tap Paste text, add a short Title (this is what the helper cites), paste the Content, and tap Save.

Tap Insert example for a sample. Good things to add: pricing, service area, surcharges and discounts, supplier notes, property-manager rates.

Updating or Removing

When something changes, add the new version and tap the trash-can icon to delete the old one; it is removed right away. If a document shows a red Failed tag, tap the round-arrow icon to try again; if it keeps failing, the file is probably not a supported text type, so use Paste text.

Privacy

Your knowledge base is private to your shop. Only passages relevant to a question are sent to the AI provider, and your documents are never used to train any model.