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Reference Documents is where you manage the information the assistant can use when answering visitors. The quality of this content directly affects answer quality, so keep it accurate, current, and easy to understand. Reference Documents includes these sections:
  • Files: upload documents such as PDF, Word, and text files
  • Texts: write and maintain text articles directly in Uppzy
  • Q&A: create direct question-and-answer content
  • Website Crawl: import public website pages into the document list
  • Google Drive: import selected files from your connected Drive account when available

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How document status works

Documents can be active or draft.
  • Active documents can be used by the assistant after they are ready.
  • Draft documents are saved in your workspace but are not used by the assistant.
Uploaded and imported documents may start as draft. Review the content first, then activate it when you want the assistant to use it.

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How readiness works

The document list shows whether a document is ready to be used. Wait until a document is marked as ready before you rely on it for visitor answers. If a document is not ready yet, give it time and refresh the list later. Larger documents and website imports may take longer.

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Recommended content workflow

  1. Add the document from the most appropriate section.
  2. Wait until the document is ready.
  3. Preview the document to confirm the text is correct.
  4. Activate the document when it should be used by the assistant.
  5. Ask test questions in the widget to check answer quality.
  6. Update, deactivate, or delete outdated content.

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Choosing the right source type

Use Files when you already have approved documents such as policies, guides, one-pagers, or support references. Use Texts when you want to write short operational content directly in Uppzy. This is useful for temporary updates, instructions, campaign details, and process notes. Use Q&A when you need a direct answer to a specific question. This works well for frequently asked questions, policy exceptions, pricing explanations, and handoff instructions. Use Website Crawl when you want to bring in content from public website pages. Review the imported documents afterward so only useful pages remain active. Use Google Drive when the content is maintained in Drive and your team wants to import selected files from there.

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Document list

The document list helps you review and manage all reference content for the selected domain. You can usually see:
  • Document name
  • Source type
  • Size
  • Status
  • Readiness
  • Creation date
You can search by document name and filter by status, readiness, or source type.

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Bulk actions

Select one or more documents to manage them together. Common actions include:
  • Activate selected documents
  • Deactivate selected documents
  • Delete selected documents
  • Preview a single selected document
  • Re-sync a supported Google Drive document
Use bulk actions carefully. Deleting or deactivating many documents at once can change what the assistant is able to answer.

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Content quality standards

Use these standards when preparing reference content:
  • Keep content factual and current.
  • Remove duplicate or conflicting instructions.
  • Use headings and short sections for long text.
  • Prefer clear wording over team shorthand.
  • Remove pages that only contain navigation, promotions, or unrelated text.
  • Do not add passwords, private credentials, payment details, or customer-specific private information.
  • Deactivate outdated content before adding replacement content.