The Document Repository is a centralized place where you can upload and manage all the documents required for onboarding and other tasks. Once a document is uploaded, it is saved in the repository and can be accessed anytime you need it.
Documents uploaded to the repository serve as a knowledge base for the platform. Instead of uploading files again and again in different sections, you can store them once and reuse them across multiple features. These documents are critical for:
Use uploaded documents containing customer details, surveys, or research reports to build detailed personas. This helps the system understand customer backgrounds, preferences, and behavior.
Product manuals, feature lists, or brochures can be uploaded and later used while creating product-related content, FAQs, or training materials.
Files like reference guides, policy documents, or training notes can be reused for generating MCQ tests, matching activities, or other learning tasks without needing fresh uploads.
Any uploaded file (e.g., policies, sales playbooks, SOPs) becomes instantly available to be attached wherever required, keeping all teams aligned and consistent.
Info: Whenever you upload files to the Document Repository, they will automatically appear wherever the “Upload from Documents” option is available across the platform.