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Files

Give your AI agents the documents they need to serve clients like your best team members.

When you upload files to a Verow agent, that agent can reference the content anytime a client or team member asks a question. No more digging through folders or asking colleagues where that brief went.

Why Upload Files to Agents

Your agents are only as knowledgeable as the information you give them. Upload the documents that matter, and your agents can:

  • Answer client questions using the actual contract terms
  • Reference the creative brief when discussing campaign direction
  • Pull specific deliverables from past proposals
  • Cite budget details without you looking them up

Think of it as giving your agent the same desk full of documents your account managers have. Except this desk never gets messy, and the agent reads everything instantly.

What Happens When You Upload

When you add a file, your agent processes and stores the content. From that point forward:

  1. The agent can search through the document to find relevant information
  2. Clients asking questions get answers grounded in actual documentation
  3. Your team can ask the agent to summarize or locate specific sections
  4. The information persists across all conversations with that agent

The original file stays intact. Your agent creates its own understanding of the content, ready to reference whenever needed.

Supported File Types

PDFs

The most common format for agency work. Upload:

  • Client proposals and SOWs
  • Signed contracts and agreements
  • Creative briefs and strategy documents
  • Brand guidelines
  • Research reports and case studies

Documents

Word documents and Google Docs exports work well for:

  • Meeting notes and call summaries
  • Internal process documentation
  • Draft content awaiting approval
  • Client feedback compilations

Spreadsheets

Excel files and CSVs help agents understand:

  • Budget breakdowns and allocations
  • Project timelines and milestones
  • Media plans and schedules
  • Performance data and metrics

Images

Upload images when visual context matters:

  • Logo files and brand assets
  • Mood boards and design references
  • Competitor screenshots
  • Wireframes and mockups

Presentations

PowerPoint and Keynote files give agents access to:

  • Pitch decks
  • Campaign presentations
  • Quarterly business reviews
  • Training materials

How to Upload Files

  1. Open the agent you want to give context
  2. Navigate to the Context tab
  3. Click Add Files or drag files directly into the upload area
  4. Wait for processing to complete (usually a few seconds)
  5. Verify the file appears in your files list

You can upload multiple files at once. Each file processes independently, so larger documents take slightly longer.

Managing Uploaded Files

Viewing Your Files

All uploaded files appear in a list showing:

  • File name
  • Upload date
  • File type
  • Processing status

Click any file to see a preview and confirm the agent can access its contents.

Removing Files

When a file becomes outdated or irrelevant:

  1. Find the file in your files list
  2. Click the menu icon (three dots)
  3. Select Remove
  4. Confirm the removal

Removed files no longer inform agent responses. If a client asks about content from a removed file, the agent will indicate it does not have that information.

Best Practices

What to Upload for Each Client

Start with these essentials:

  • The signed contract or SOW - So the agent knows scope, deliverables, and terms
  • The creative or strategic brief - So the agent understands objectives and constraints
  • Brand guidelines - So the agent speaks about the brand correctly
  • Recent proposals - So the agent knows what you've promised

Add more as the relationship develops:

  • Meeting notes from important calls
  • Approved content and deliverables
  • Performance reports
  • Budget documents

Keep Files Current

When contracts renew or briefs change, upload the new versions. Your agent uses whatever files you provide - if you keep outdated documents, you get outdated answers.

Consider removing superseded files to avoid confusion. An agent with both the old and new contract might reference either one.

Organize by Purpose

Think about what questions clients will ask. Upload files that help answer those questions directly. A client asking about campaign performance needs the performance report, not the original pitch deck.

Check Agent Understanding

After uploading important documents, test your agent. Ask it questions that require knowledge from the file. If the answers seem off, the file may not have processed correctly - try re-uploading or converting to a different format.

File Size and Limits

Each file can be up to 50 MB. Most agency documents fall well under this limit. If you have exceptionally large files, consider splitting them into logical sections.

Your plan determines total storage across all agents. Check your usage in account settings.

Privacy and Security

Files upload directly to secure cloud storage with encryption at rest and in transit. Only your team and designated clients (through their portals) can access agent responses informed by your files.

We never train our models on your uploaded content. Your client data stays yours.