Knowledge Base Setup

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`

Recommended	Accepted Column Names
Equipment ID	`equipment_id`, `equipment id`

Including an equipment_id column (e.g., EQ-001, EQ-002) lets the agent match equipment precisely during tool lookups, even when callers use informal names like “the small excavator” instead of the exact catalog name.

Equipment ID,Equipment Name,Category,Daily Rate,Weekly Rate,Monthly Rate,Available Quantity,Total Quantity,Notes
EQ-001,Mini Excavator 2-3 Ton,Excavation,350,1150,3200,2,3,Rubber tracks with bucket set
EQ-002,Skid Steer Loader,Earthmoving,380,1140,3250,1,2,Open cab standard flow
EQ-003,Backhoe Loader,Earthmoving,525,1575,4500,1,1,4x4 extendahoe setup

Active Rentals Report

Required Group	Accepted Column Names
Equipment name	`equipment name`, `equipment`, `item name`, `model`
Customer name	`customer name`, `customer`, `renter name`, `company`

Recommended	Accepted Column Names
Equipment ID	`equipment_id`, `equipment id`
Contract ID	`contract_id`, `contract`, `rental id`, `id`, `po`

Use the same equipment_id values from your equipment catalog so the agent can cross-reference rentals with catalog entries for pricing and availability lookups.

Contract ID,Equipment ID,Customer Name,Customer Company,Equipment Name,Rental Start Date,Expected End Date,Current Rate Applied,Billing Cycle,Job Site Address,Notes
RA-2026-0001,EQ-001,John Miller,Miller Family Farm,Mini Excavator 2-3 Ton,2026-03-03,2026-03-10,1150,weekly,14200 S Ridge Rd Kansas City KS,Rock pile relocation job
RA-2026-0002,EQ-002,Alyssa Grant,Grant Outdoor Services,Skid Steer Loader,2026-03-05,2026-03-08,380,daily,905 Cedar Grove Dr Lenexa KS,Loader and grading work

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`

Recommended	Accepted Column Names
Equipment ID	`equipment_id`, `equipment id`

Equipment ID,Equipment Name,Daily Rate,Weekly Rate,Monthly Rate
EQ-001,Mini Excavator 2-3 Ton,350,1150,3200
EQ-002,Skid Steer Loader,380,1140,3250
EQ-003,Backhoe Loader,525,1575,4500

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

Getting Started

Setup Guides

Features

Knowledge Base Setup

Supported File Types

Uploading Your Catalog

CSV Column Requirements

Equipment Catalog

Active Rentals Report

Rate Sheet

Delivery Rules

What the Agent Can Answer

Multiple Documents

Updating Your Catalog

​Supported File Types

​Uploading Your Catalog

​CSV Column Requirements

​Equipment Catalog

​Active Rentals Report

​Rate Sheet

​Delivery Rules

​What the Agent Can Answer

​Multiple Documents

​Updating Your Catalog

Supported File Types

Uploading Your Catalog

CSV Column Requirements

Equipment Catalog

Active Rentals Report

Rate Sheet

Delivery Rules

What the Agent Can Answer

Multiple Documents

Updating Your Catalog