By Convo Team • Published July 17, 2026 • Last updated September 21, 2026
Add up to 10 sources to Convo's knowledge base: upload files (PDF, TXT, Markdown, images), import a website, or paste text manually. Ask AI can answer questions about these sources on all paid plans. On Professional and Enterprise, the Live Assistant can also surface document answers during calls, with source citations.
When a buyer asks about your product mid-call, you need an answer you can check. Add your pricing sheet, product specs, or competitive brief so Convo can find relevant details while you stay in the conversation.
Adding knowledge
Open Ask AI under Knowledge in the dashboard sidebar and click Connect. Three ways in:
- Upload a file: PDF, TXT, or Markdown up to 10 MB each, or an image (PNG, JPG, WebP) up to 3 MB, for example a sales deck export, pricing sheet, or spec document
- From a website: paste a URL and Convo imports the page's content, useful for your own product or pricing pages
- Manually: paste text directly, for battle cards or notes that don't live in a file
Limit: up to 10 sources per user. Curate for quality: a current pricing sheet and a sharp competitive brief beat ten stale slide decks.
How it's used
Live, during calls
When a question comes up on the call, Convo looks for relevant passages in your documents to help you answer it. Document-backed suggestion cards name a source file so you can check the supporting material.
Ask AI, anytime
The Knowledge section includes an Ask AI tab where you can ask questions about your uploaded documents directly, useful for checking what your own material actually says before a call.
Example: answer a buyer from your documents
Illustrative example with fictional pilot terms. Actual wording may vary.
Document excerpt — Pilot rollout plan.pdf: “The pilot runs for 30 days and includes five reps. Kickoff training is included. Adding reps requires a separate agreement.”
Buyer asks: “Can we start with five reps and add the rest later?”
Example answer: “You can start with five reps for 30 days, with kickoff training included. Adding more reps would need a separate agreement.”
Source: Pilot rollout plan.pdf. Live answer cards show the source names so you can check the supporting material.
If the buyer asks about SSO: this document does not establish whether it is included. Ask AI should flag missing information; the live knowledge lookup may show no answer when your sources do not cover the question. Confirm the detail before promising it.
What to upload first
- Your pricing sheet: pricing questions are the most common mid-call scramble
- Product specs or an FAQ: for the detailed questions that stall demos
- A competitive brief: so "how are you different from X?" gets your best answer, not an improvised one
Availability
Uploading sources and querying them with Ask AI are included in every paid Convo plan, from Starter up. Automatic document answers during calls require the Live Assistant on Professional or Enterprise.
Next steps
- Getting real-time suggestions - How live help appears on calls
- Sales playbooks - Qualification frameworks that fill themselves
Need more help?
Visit our Help Center for more articles or contact support at itsconvo.com/contact.
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