Documents
Access: Admin.
URL: /staff/documents
Documents are reference material Stenbee can use when answering customer questions. Upload FAQs, policies, product guides, and other text-based files that help the agent answer accurately.
Page layout
Section titled “Page layout”Upload area
Section titled “Upload area”The upload area supports:
- Dragging a file onto the upload zone
- Clicking the zone to open your file picker
You can optionally assign the document to one or more channels before uploading. If you leave all channels unselected, the document is available to all channels.
Uploaded documents
Section titled “Uploaded documents”The list shows uploaded documents with:
| Field | Description |
|---|---|
| Filename | Original filename |
| File size | Approximate uploaded file size |
| Channel access | ”All channels” or the number of selected channels |
| Delete | Removes the document |
Core interactions
Section titled “Core interactions”Uploading a document
Section titled “Uploading a document”- Optionally select one or more channel pills
- Drag a file onto the upload area, or click to browse
- Wait for the upload to finish
- A success message confirms the document was added
The uploader is best for text-based documents. Rich formatting may not be preserved.
Editing channel access
Section titled “Editing channel access”Click the channel access button on a document row:
- Select channels to limit where the document is used
- Leave all channels unselected to make it available everywhere
- Click Save to apply changes
Deleting a document
Section titled “Deleting a document”Click Delete on a document row. A confirmation dialog appears. Confirm to remove the document from Stenbee’s knowledge base. This action cannot be undone.
Document count limit
Section titled “Document count limit”The Dashboard shows your plan’s document limit. When reached, the upload area is disabled and shows a limit message.
States
Section titled “States”| State | What you see |
|---|---|
| Empty | ”No documents uploaded yet.” |
| Uploading | The upload request is in progress |
| Limit reached | Upload area disabled with a limit message |
| Upload error | Red toast with the failure reason |
- Use clear file names so your team can recognize documents later
- Keep documents current; remove outdated policies, manuals, or expired promotions
- Use channel access when different channels need different answers