File Upload

Individual users have the ability to upload documents to enhance the context provided to Endgame for accounts. 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. To add files access the Knowledge? view under Manage in the user menu.

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Upload files from your device

Click Add Files and select Upload from device 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.

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Link files from Google Drive (coming soon)

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

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Updating linked files

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

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Import files from a public URL

In a account detail page, open the Files tab toward the bottom of the page. Click Import from public URL. 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.

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Remove files

Once your files are uploaded or linked, you can delete or unlink them anytime by using the overflow menu for 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.

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File sync frequency