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Your AI agent can answer specific questions about your equipment when you upload your catalog.

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Supported File Types

FormatBest For
CSVEquipment lists with pricing
Excel (.xlsx)Spreadsheets with multiple sheets
PDFRate cards, brochures
Text (.txt)Simple lists
Maximum file size: 10MB per file

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Uploading Your Catalog

  1. Go to your agent’s settings in the dashboard
  2. Click “Upload Equipment Catalog”
  3. Select your file
  4. Wait for processing to complete

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CSV Format Tips

For best results, structure your CSV with these columns: 
Equipment,Daily Rate,Weekly Rate,Monthly Rate,Available
Mini Excavator,150,600,1800,Yes
Skid Steer,175,700,2100,Yes
Backhoe,200,800,2400,No

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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

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Multiple Documents

You can upload multiple documents to build a comprehensive knowledge base:
  • Equipment catalogs
  • Rate sheets
  • Service policies
  • Delivery information

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Updating Your Catalog

To update your catalog:
  1. Upload the new version of your file
  2. The old version is automatically replaced
  3. Changes take effect immediately