Note: Funnel AI was formerly known as Data Chat.
Documents let you upload files that Funnel AI can use to ground answers in your workspace context. Upload brand guidelines, campaign briefs, data dictionaries, or other reference material your team wants the assistant to consider.
Open Funnel AI in the left navigation pane, then under Context, select Documents.
Below your uploaded documents, Funnel managed knowledge lists curated sources Funnel maintains (for example Help Documentation). Funnel AI can query these to answer questions. No setup is required.
Before you begin
How to open Documents in your workspace | Requirements |
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Ask your workspace admin for access. |
All workspace users with access to Funnel AI can view and download uploaded documents. Upload and delete require workspace edit permission.
Upload a document
Click Funnel AI in the left navigation pane, then under Context, select Documents.
Click Upload document, then select one file.
Accepted file types: PDF, TXT, MD, HTML, CSV, XLS, XLSX, and DOCX. Maximum file size is 50 MB.
After upload, the document shows a Processing status while Funnel prepares it. When processing completes, the status changes to Ready and Funnel AI can use the file in chat. If processing fails, the status shows Failed.
Note: Uploaded documents apply to all users in this workspace.
Download or delete a document
Open Context > Documents.
Click the More actions menu for the document.
Select Download to open a copy in a new browser tab, or Delete to remove it from the workspace.
If you delete a document, click Delete in the Delete entry dialog to confirm. This action cannot be undone.
Note: Download is available only when the document status is Ready. Delete requires workspace edit permission.