Your AI agent can answer specific questions about your equipment when you upload your catalog.
Supported File Types
| Format | Best For |
|---|
| CSV | Equipment lists with pricing |
| Excel (.xlsx) | Spreadsheets with multiple sheets |
| PDF | Rate cards, brochures |
| Text (.txt) | Simple lists |
Maximum file size: 10MB per file
Uploading Your Catalog
- Go to your agent’s settings in the dashboard
- Click “Upload Equipment Catalog”
- Select your file
- Wait for processing to complete
CSV Column Requirements
CSV uploads for transactional document types are validated against required columns. Your CSV must include at least one column name from each required group.
Column names are case-insensitive. “Equipment Name”, “equipment name”, and “EQUIPMENT NAME” all work.
Equipment Catalog
| Required Group | Accepted Column Names |
|---|
| Equipment name | equipment name, name, item name, model |
| Daily rate | daily rate, day rate, daily |
Equipment Name,Daily Rate,Weekly Rate,Monthly Rate,Available
Mini Excavator,150,600,1800,Yes
Skid Steer,175,700,2100,Yes
Backhoe,200,800,2400,No
Active Rentals Report
| Required Group | Accepted Column Names |
|---|
| Equipment name | equipment name, equipment, item name, model |
| Customer name | customer name, customer, renter name, company |
Equipment Name,Customer Name,Rental Start,Expected End,Job Site
Mini Excavator,Acme Construction,2025-01-15,2025-02-15,123 Main St
Skid Steer,Smith Builders,2025-01-20,2025-01-27,456 Oak Ave
Rate Sheet
| Required Group | Accepted Column Names |
|---|
| Equipment name | equipment name, name, item name, model |
| Daily rate | daily rate, day rate, daily |
| Weekly rate | weekly rate, week rate, weekly |
Equipment Name,Daily Rate,Weekly Rate,Monthly Rate
Mini Excavator,150,600,1800
Skid Steer,175,700,2100
Backhoe,200,800,2400
Delivery Rules
| Required Group | Accepted Column Names |
|---|
| Zone | zone, delivery zone, service area, area |
| Delivery fee | delivery fee, fee, rate |
Zone,Delivery Fee,Minimum Order
Downtown,50,200
Suburbs,75,300
Rural,125,500
Store Information and General Document types have no column requirements - upload any format.Non-CSV formats (PDF, Excel) skip strict column validation and use AI extraction instead. For the most reliable results with transactional data, use CSV.
What the Agent Can Answer
After uploading, your agent can:
- Quote daily, weekly, and monthly rates
- Check availability status
- Describe equipment specifications
- Compare options for customers
Multiple Documents
You can upload multiple documents to build a comprehensive knowledge base:
- Equipment catalogs
- Rate sheets
- Service policies
- Delivery information
Updating Your Catalog
To update your catalog:
- Upload the new version of your file
- The old version is automatically replaced
- Changes take effect immediately
