Documents

The Documents page stores all files generated by your AI assistants. When an assistant creates a PDF, Word document, PowerPoint, or chart, the file is automatically saved here for download and sharing.

Supported Formats

Generating Documents

Documents are created through the AI assistants in the Workspace. To generate a document:

1. Open the Workspace and select an assistant.
2. Ask it to create a document. For example:
   • “Create a one-page proposal PDF for Acme Corp”
   • “Generate a pipeline overview chart”
   • “Build a slide deck summarizing our Q1 performance”
   • “Draft a contract template in Word format”
3. The assistant generates the file and provides a download link.
4. The document is automatically saved to the Documents page.

The document generation skill must be enabled (feature flag: skill_doc_generation).

Viewing Documents

Navigate to Documents in the sidebar. The documents table shows:

Filtering

Use the filters at the top to narrow the list:

• Type filter — Show only PDFs, Word docs, PowerPoints, or Charts
• Source filter — Filter by the assistant that created the document (Research, Meeting Prep, Draft Email, Prospecting, Analytics, Coaching)
• Search — Search by document title

Pagination

Documents are loaded 25 at a time. Use the pagination controls to navigate through larger collections.

Downloading Documents

Click the download button on any document row to save it to your computer. Documents are stored in Supabase Storage and are accessible as long as your tenant is active.

Document Context

When an assistant generates a document, it can automatically link the document to:

• A contact — If the document was created in the context of a specific person
• An opportunity — If the document relates to a specific deal

This makes it easy to find all documents associated with a particular contact or deal.

Technology

Documents are generated using:

• PDFKit for PDF files
• docx library for Word documents
• pptxgenjs for PowerPoint presentations
• chartjs-node-canvas for chart images

All generation happens server-side during the assistant’s agentic loop.

Troubleshooting

Document generation failing

• Ensure the skill_doc_generation feature flag is enabled.
• Check that the Supabase Storage bucket for documents is configured.
• Try a simpler request to isolate the issue.

Document not appearing in the list

• Refresh the Documents page.
• Check the assistant conversation — the generation may have failed with an error message.
• Verify your filters are not hiding the document.