Settings · Knowledge base
Does the AI actually use my uploaded documents?
ComputerOpen Settings, then Knowledge base.
PhoneOpen Settings, then Knowledge base.
Yes, and it prefers them. Your uploads are weighted ahead of the general trade knowledge, so when your price book and the generic industry guidance disagree, the advisor answers from yours. Each document shows a status while it is being processed and only counts once it reads ready. Deleting one removes it from what the advisor can see.