If your menu, price list or policy already lives in Google Drive, you can pick it from there instead of downloading it and uploading it again.
How to import
- Open Knowledge Base.
- Select Add source.
- Choose A document.
- Select Choose from Google Drive.
- Sign in to Google and allow access the first time.
- Pick up to 10 files, then select Select.
Each file appears as its own source. You’ll see Reading, then Live once the text is ready.
The same Choose from Google Drive button is in step 2 of setup, under Upload a document, so you can train your agent from Drive on your first day.
What we do with your Drive
We only see the files you pick. Google gives us access to those files and nothing else in your Drive, so we cannot open, list or search the rest of it.
We only ever read. Nothing in your Drive is changed, moved or deleted.
What each file type becomes
| In Drive | What we store |
|---|---|
| Google Docs | Text, with your headings kept |
| Google Sheets | Text, one block per row |
| Google Slides | The text on each slide |
| PDF, Word, text, Markdown, CSV | Imported as-is |
What can’t be imported
- Folders. Open the folder and pick the files inside it.
- Shortcuts. Pick the file the shortcut points to instead.
- Google Forms, Drawings, Sites and Jamboards. There’s no text for us to read.
- Files over 10 MB. Google won’t export anything larger.
- Scanned PDFs and images. Same as any upload: we read text, not pictures.
If a file can’t be imported, the others in the same batch still go through. You’ll see which ones failed and why.
Keeping files up to date
An import copies the file as it is today. Editing the document in Drive afterwards does not change what your assistant knows.
To refresh it, import the same file again. It replaces the earlier copy instead of creating a second one, so your page count stays accurate.
Limits
- Per import: 10 files
- Max file size: 10 MB per file
- Limit: your total page allowance still applies