Manage Documents

The Documents page is your tenant’s knowledge library — every reference document the AI agent can search during a conversation lives here, whether it came from a direct file upload, an S3 bucket, or a Confluence space.

Accessing Manage Documents

Navigate to Docs > Manage in the left sidebar.

What’s on the page

Every document indexed in the tenant appears as a card showing:

The document name (filename for uploads, page or object name for connectors).
An Uploaded or Synced timestamp showing when the index was last updated.
A More actions menu (three-dot) with Download, Sync, and Delete.

The Upload button in the top-right opens the upload dialog, where you choose the source type.

Adding documents

The Upload dialog has three tabs, one per source type. Click any tab to switch.

File upload

Use the File tab for one-off documents you want to manage manually.

Drag a file or click Choose a file

Supported formats: PDF, TXT, HTM, HTML.

Click Upload

The dialog closes immediately. The document appears in the list and indexes in the background; the card shows a processing indicator until indexing completes.

Updating a file means re-uploading it — there’s no in-place file replace. The recommended workflow is: delete the old version, upload the new one, re-attach to any flow that needs it.

S3 Bucket

Use the S3 Bucket tab when your documents already live in S3 and you want the AI agent to read from the source of truth.

Enter the Bucket Name

The exact name of the bucket — no s3:// prefix, no region suffix.

Enter the Region

The AWS region the bucket lives in (e.g., us-east-1, us-west-2).

Click Upload

The platform queues an indexing job. Objects in the bucket are pulled, indexed, and turned into searchable documents in the background. Each indexed object appears as its own card in the list.

The tenant must already have IAM access to the bucket configured at the platform level. If indexing fails with a permission error, contact your administrator to grant the platform’s service role read access. Buckets not pre-authorized for the tenant cannot be added.

To pick up new objects added to the bucket later, open the bucket’s card in the documents list and use More actions > Sync to trigger a re-index.

Confluence

Use the Confluence tab to sync documents from a Confluence space. The first time you connect, you’ll see an Install Dial AI App button — that launches the OAuth flow on Atlassian’s side.

Install the Dial AI App in Confluence

Click Install Dial AI App. You’ll be redirected to Atlassian to authorize. Once approved, the OAuth token is stored against your tenant and you can return to the dialog.

Pick a space

After install, the Confluence tab populates with the spaces the app has access to. Pick the one you want to index.

Optionally filter by label

Add one or more labels to the Allowed labels list. When set, only pages with at least one matching label are indexed. Leave empty to index every page in the space.

Click Upload

The platform queues an indexing job. Pages are fetched, indexed, and surfaced as searchable documents. Each page becomes its own document card.

To pick up changes (new pages, edits to existing pages, removed pages), use More actions > Sync on a Confluence-sourced document to re-index. Sync is on-demand — the platform does not currently poll Confluence on a schedule.

Managing existing documents

Click More actions on any document card for:

Download — save the indexed source to disk. For Confluence and S3 sources, this is the fetched copy at index time.
Sync — re-fetch and re-index. Useful after changes in the source bucket or space.
Delete — remove the document from the tenant.

If a document is currently attached to a flow’s Documentation tab, deletion is blocked. Detach it from every flow first.

How documents reach the AI agent

A document in this list isn’t automatically used by every flow. To make the agent search a document during a conversation, attach it to a flow under Configure Flow > Documentation. See Flow Documentation for the full configuration reference, including how to tune document amount and query rewriting. The same documents are also available from Document Search — a standalone interface for ad-hoc querying.

Source comparison

	File upload	S3 Bucket	Confluence
Best for	One-off documents you own	Documents already in S3	Living documentation in Confluence
Auth	None	Platform-level IAM (admin)	OAuth (per tenant)
Filtering	n/a (one file at a time)	Whole bucket	Labels (optional)
Sync model	One-time at upload	On-demand re-index	On-demand re-index
Best when	Static reference material rarely changes	You already manage versioning in S3	Your team edits docs in Confluence and wants the agent to pick up updates

Supported file formats

For direct file upload: PDF, TXT, HTM, HTML. S3 and Confluence connectors handle the file/page types those sources naturally expose.

Document search

Search across every indexed document.

Flow documentation

Attach documents to a specific flow.

FAQ

Configure short Q&A pairs that complement documents.

Get Started

Monitoring

Building & Managing Flows

Docs

Agent

Outbound

Integrations

Settings

Accessing Manage Documents

What’s on the page