Documents Duke can answer from

Upload your policies, price lists, contracts and guides, and Duke can answer questions from them, for the people allowed to see each document.

Upload a document

1. Open Documents and click Upload.
2. Choose the File: PDF, Word (.docx), text, Markdown or CSV, up to 10 MB.
3. Give it a Title (or leave it empty to use the file name) and a Description if you like.
4. Under Who can see it, choose Everyone who can see documents, or Only these roles and tick them.
5. Click Upload.

SmartDuke checks the file for viruses, then reads it. The status goes from Checking for viruses to Reading to Ready. Duke can use it once it shows Ready.

Ask about your documents

• Type a question in the search box on Documents, for example “What's the refund policy?”, and click Search.
• Or ask Duke anywhere: “What does our cancellation policy say about late notice?”. He searches your documents and answers from the passages he finds.

Documents someone isn't allowed to see never reach Duke when they ask, so he can't pass them on.

Update or delete a document

Open the document and click Upload a new version. Duke keeps using the old version until the new one is ready. You can Download it, change Who can see it, or delete it (every version is deleted and Duke stops using it).

Good to know

• Reading documents uses a few AI credits.
• Duke on duty doesn't use documents when answering customers.