Your AI assistant can instantly find and analyze any document you've uploaded, so you never lose track of important client files.
Key Facts
- 1All documents are stored securely and can be searched by filename or date
- 2You can retrieve full text from PDFs, Word docs, spreadsheets, and more
- 3Documents are organized by source (email attachment or chat upload)
- 4No more manual searching through email or chat history
The Problem
You're getting bombarded with client documents via email and chat, but you can't find them when you need to reference them. Maybe you need to check a contract from last week, or a client sent a PDF that you need to share with your team. Without a system, you're wasting time scrolling through old messages or digging through your inbox.
How It Works
The AI assistant automatically saves every document you upload or receive as an attachment. It stores them in a secure, organized system where you can search by name, date, or type. When you need a document, just ask the AI to find it, and it will pull the full text for you to read or use.
What It Means for You
With this system, you'll save hours every week that you'd normally spend searching for documents. You'll never miss a critical detail from a client email or chat. And because everything is stored securely and organized by your business, you can trust that your sensitive documents are safe and easy to find.
For example, a roofing company can quickly pull up a client's signed contract from a year ago to reference during a follow-up call, or a dental office can find a patient's insurance form without digging through old emails.
Getting Started
It's already set up for you. Every time you upload a file in the chat or receive an email attachment, the system saves it automatically. To find a document, just type a question like "Find the contract from March 15th" or "Show me the PDF about the new roofing project." The AI will locate it and let you view or download it.
Frequently Asked Questions
Can I search for documents by date?
What types of files can I store?
The Bottom Line
Stop wasting time hunting for documents. With automatic storage and smart search, your AI assistant keeps all your important files at your fingertips. You'll work faster, make better decisions, and never lose a critical piece of information again.