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Upload files under Knowledge → Documents. A document is indexed and available to the copilot on the next call. When content changes, upload the new version and remove the old one, so the copilot never quotes a stale number. Native text documents and PDFs index cleanly; prefer the source file over a scanned or exported copy. Start with two or three strong files, a pricing sheet, a competitor one-pager, an objection or FAQ doc, and grow from the knowledge gaps real calls surface. What to add covers what belongs and what does not.