To upload additional documents for Concierge to reference, agents must first log into the Agent Control Center and using the directory in the left panel go to "My Properties".
From here properties that are currently listed will be displayed.
Clicking the "Upload" will overlay the document loader where you'll be able to drag and drop a file in. REMEMBER you must add a "Document Caption" to be able to upload a document.
Max 4 PDF files with combined size of 20MBs and total 40 pages.
Examples of possible things to upload in addition to Vendor Notes would be perhaps the local newspaper/events, if its a new build details on the architect/designer, info pack on the closest schools
Uploaded documents will be visible under each property.
The document will need to be processed by the AI once uploaded (green message bottom right corner)
Please note the "Status" column to check if the document has successfully been processed or not.
Clicking the eye icon will allow you to see how the AI has processed the document in summary, and clicking the trash bin icon you can delete the document
The AI will now supplement its answers with the document/s uploaded.
To remove or replace a document with an updated version, simply delete the file and upload the new version.
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