Files and knowledge
Add the files an AI employee needs for its job. You can upload a file from your device, add a document by URL, or connect a file service under Integrations.
Add job knowledge
Section titled “Add job knowledge”Open Employees, choose an employee, and edit its job. Add the policies, price sheets, examples, or instructions that employee should use.
Give each file a clear name. Add a short description when the filename does not explain what it contains.
Attach a file to one conversation
Section titled “Attach a file to one conversation”Use an attachment in chat, SMS, WhatsApp, or email when the file belongs to one job. Tell the employee what question the file should answer.
Connect a file service
Section titled “Connect a file service”Connect Google Drive, Dropbox, Box, OneDrive, or another supported source when the employee needs ongoing access to company files. Name the folder or document in the request so the employee starts in the right place.
Keep source material current
Section titled “Keep source material current”Replace outdated instructions with the approved version. Remove access to a connected account when the employee no longer needs it. Memory keeps useful context from earlier work, while your connected files remain the source for current business information.