DocsCompany Documents
Upload PDFs and Word documents to enrich your agent's knowledge
Company Documents
Beyond property listings, you can upload company documents — brochures, fact sheets, policy documents — to give your agent deeper knowledge about your business.
Supported Formats
- PDF (
.pdf) - Word (
.docx,.doc)
How It Works
In the dashboard sidebar, click Sources.
Choose the document upload option (separate from property file upload).
Pick a PDF or Word document from your computer.
The document is processed using AI extraction:
- Text content is extracted from the document
- For scanned PDFs, OCR (optical character recognition) reads the text from images
- AI summarizes and structures the key information
Tip
For best results, upload text-based PDFs (exported from Word, rather than scanned). Scanned documents work, but OCR accuracy depends on scan quality — a clear, straight scan at 300 DPI or above gives the best results.
The extracted information becomes part of your organization's context. The agent can now reference this information in conversations.
What to Upload
Good documents to upload:
| Document Type | What the Agent Learns |
|---|---|
| Company brochure | Your agency's story, team, services, and market coverage |
| Vendor guide | What sellers need to know — your valuation process, fee structure, marketing approach |
| Buyer guide | Mortgage basics, the offer process, survey types, typical timelines |
| Area guide | Local schools, transport links, nearby amenities, neighbourhood character |
| FAQ document | Common questions and answers specific to your agency |
| Tenancy guide | For lettings agencies: tenancy terms, deposit rules, reference process |
Merge Mode
When uploading, you can choose to merge new content with existing context. This means each upload adds to the agent's knowledge rather than replacing it.
Tip
Viewing Extracted Context
To see what your agent currently knows from documents:
- Go to Sources
- Check the Context section to view the extracted and structured information
Limitations
- Maximum file size: 25 MB per document. If your file is larger, split it into sections and upload separately.
- Heavily formatted documents (complex tables, multi-column layouts) may lose some structure during extraction
- Scanned PDFs with poor image quality may have OCR errors