How to Upload Project Resources
Add documents, presentations, and files to your project knowledge base
Overview
Upload sales collateral, product docs, and competitive research to enhance Steve's AI insights and battle card generation.
Navigate to Resources
Click Resources in your project sidebar.
Caption: Resources page showing upload interface
Upload Files
Step 1: Click Upload
Click Upload Resources or drag files to the upload area.
Caption: File upload interface with drag-and-drop zone
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)
Caption: Resource metadata form during upload
Step 4: Complete Upload
Click Upload to add files to your knowledge base.
Caption: Files uploading with progress indicator
View Resources
Resources appear in the list with:
- File name and type
- Upload date
- File size
- Actions (view, download, delete)
Caption: Resources list with uploaded documents
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