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Documents page in light mode

The Documents page — your tenant's knowledge library

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, a Confluence space, or a SharePoint site.

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Accessing Manage Documents

Navigate to Docs > Manage in the left sidebar.

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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.

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Adding documents

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

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File upload

File upload tab in light mode

Upload a file directly

Use the File tab for one-off documents you want to manage manually.
1

Drag a file or click Choose a file

Supported formats: PDF, TXT, HTM, HTML.
2

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.

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S3 Bucket

S3 bucket connector in light mode

Connect an 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.
1

Enter the Bucket Name

The exact name of the bucket — no s3:// prefix, no region suffix.
2

Enter the Region

The AWS region the bucket lives in (e.g., us-east-1, us-west-2).
3

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.

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Confluence

Confluence connector in light mode

Connect a Confluence space

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.
1

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.
2

Pick a space

After install, the Confluence tab populates with the spaces the app has access to. Pick the one you want to index.
3

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.
4

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.

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SharePoint

Use the SharePoint tab to ground your agents in content straight from your organization’s SharePoint, with no copy-pasting files out of it and no duplicate libraries to maintain.
1

Sign in with Microsoft

The first time you connect, you’ll be prompted to sign in with your Microsoft account and grant the Dial AI app access. Access is scoped per site: an admin approves which SharePoint sites the app can read.
2

Pick a site

After sign-in, choose the SharePoint site you want to index from the list the app has access to.
3

Click Upload

The platform queues an indexing job. Documents in the site are fetched, indexed, and surfaced as searchable document cards, like any other source.
To pick up changes in SharePoint later, use More actions > Sync on a SharePoint-sourced document to re-index. Sync is on-demand.

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Managing existing documents

Click More actions on any document card for:
  • Download — save the indexed source to disk. For Confluence, SharePoint, 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.

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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.

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Source comparison

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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.