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Individual users have the ability to upload documents to enhance the context provided to Endgame for singular account chat responses. Some types of documents that could be useful are account plans, meetings notes, or partnership decks. Anything that isn’t already captured in the mediums Endgame already ingests can be added here.

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Adding a document from your computer

In a account detail page, open the Files tab toward the bottom of the page. Click Add Files and select Upload from device.
files upload

File Upload

Go through the flow to select up to 100 files at a time from your device. You can edit the titles and descriptions for the files before clicking to Upload Files.
file upload modal

File Upload Flow

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Adding a document from Google Drive

In a account detail page, open the Files tab toward the bottom of the page. Click Add Files and select Link from Google Drive.
files upload

File Upload

Go through the Google authentication process. Select all permissions requested (we only requst drive.file and drive.readonly) for the best Endgame experience. Once authenticated, select up to 100 files at a time to sync with Endgame. You can edit the description for the files before clicking to Select Files.
google file select

Google File Select

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Adding a document with a public url

Navigate to the Knowledge section in settings. Click Import from public URL.
files upload

File Upload

Copy and paste a link to a public document or webpage. After you click Add Link, you will be able to add a title and a description for the URL. Continue to add additional URLs and click Save once completed. Your document will now be added to your list of Knowledge documents.
Import from public URL

Import from public URL

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Removing files

Once your files are uploaded or linked, you can delete or unlink them anytime by hovering over the item and then clicking Delete or Unlink. By deleting or unlinking the file you ensure that information associated with that file will no longer be present in new chat responses.
Delete or Unlink Files

Delete or Unlink Files

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Syncing linked files

Your Google Drive and URL files are automatically synced once per day, but you can trigger a manual sync anytime by hovering over the item and then clicking Sync.
Sync Google Drive and URL Files

Sync Google Drive and URL Files