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The Texts section lets you write reference content directly in Uppzy. Use it when you do not need to upload a file and want to maintain the content in the product.

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When to use Texts

Texts are useful for:
  • Short operating procedures
  • Temporary announcements
  • Campaign information
  • Service explanations
  • Policy summaries
  • Internal-to-public wording that has been approved for visitor answers
Use clear titles so your team can find and update each text later.

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Create a text document

  1. Open Reference Documents for the selected domain.
  2. Select Texts.
  3. Enter a clear title.
  4. Write the content in the editor.
  5. Use headings or short sections if the text is long.
  6. Save the document.
  7. Review it in the document list.
  8. Preview it before activation.
  9. Activate it when the assistant should use it.

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Clear the draft form

Use Clear when you want to remove the current title and body from the form before saving. Clear only affects the form you are editing. It should not be used as a way to delete an already saved document from the list.

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Writing guidance

Write text documents in the same language and tone you want visitors to receive. Good text documents:
  • Answer one topic clearly
  • Use descriptive headings
  • Avoid unexplained shorthand
  • Include only current information
  • Separate exceptions from normal rules
  • Tell visitors when they should contact your team
Avoid adding private credentials, account-specific customer details, or sensitive notes that should not appear in visitor-facing answers.

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Maintain text documents

Review text documents when:
  • A policy changes
  • A campaign ends
  • A product or service changes
  • Visitor feedback shows confusion
  • The assistant gives incomplete or outdated answers
Deactivate a text document before replacing it if the old content should no longer be used.