How to Upload Project Resources

Overview

Upload sales collateral, product docs, and competitive research to enhance Steve's AI insights and battle card generation.

Caption: Add resources — files, URLs, meeting logs, or text — for Steve to learn from.

Navigate to Resources

Click Resources in your project sidebar.

Upload Files

Step 1: Click Upload

Click Upload Resources or drag files to the upload area.

Step 2: Select Files

Choose files from your computer.

Supported formats:

• PDF documents
• Word documents (.docx)
• PowerPoint presentations (.pptx)
• Text files (.txt, .md)
• Images (.jpg, .png)

Step 3: Add Metadata

For each file, provide:

• Title - Descriptive name
• Type - Document category (Sales deck, Product sheet, Research, etc.)
• Description - Brief summary (optional)

Step 4: Complete Upload

Click Upload to add files to your knowledge base.

View Resources

Resources appear in the list with:

• File name and type
• Upload date
• File size
• Actions (view, download, delete)

Use Resources

Steve automatically uses uploaded resources when:

• Generating battle cards
• Answering competitive questions
• Creating reports
• Providing sales insights

Expected Outcome

✅ Files uploaded to knowledge base ✅ Content indexed for AI ✅ Available for battle card generation

Troubleshooting

Upload fails?

• Check file size (max 10MB per file)
• Ensure supported file format
• Verify stable internet connection

File not appearing?

• Wait for processing (may take 1-2 minutes)
• Refresh the page

Next Steps

• Manage Knowledge Base - Organize resources
• Generate Battle Cards - Use resources in cards