Skip to content
COREBIZSAI Agent

Add documents for the assistant

Add price lists, policies and FAQs so the AI assistant answers customers with your business's own information, citing the source.

For: Owner, Manager, Assistant editorUpdated 27 Oct 2026

The AI assistant answers customers from the documents you add on the Assistant documents screen: price lists, refund policy, opening hours, questions customers often ask. When it uses a document, the assistant adds a short source at the end of its answer, e.g. "(Source: Price list 2026, page 2)". If it finds nothing, it says it will check with staff; it never guesses.

Who can do this: Owner, Manager, Assistant editor.

The Assistant documents screen with the question test and the document list
The Assistant documents screen with the question test and the document list

Three ways to add a document

Press Add a document (or Add a FAQ while the list is empty), then choose one way:

Steps:

  1. Choose how to add it and fill in the content.
  2. Choose the Document language (Vietnamese or English).
  3. Press Upload (for a file) or Save.

Only add what you want the assistant to tell customers. Do not add bank account numbers, passwords or customers' personal details.

Reading status

Each document under Your documents has a status:

Common reasons for Could not read it:

Ask like a customer

The Ask like a customer box at the top shows which passage the assistant finds for a question.

  1. Type a question customers often ask; Vietnamese with or without accents works (e.g. "gia ve di da lat bao nhieu").
  2. Press Try it.
  3. Read the passages found, with the document name and page number when there is one.

If nothing is found, add a document or a FAQ that answers it. To see the assistant's full answer, use Try it on the AI assistant screen — the test uses your business's real documents.

Remove a document

  1. Press Remove on the document.
  2. Confirm. The assistant no longer uses it to answer customers. Removing cannot be undone.

Editing a document is not available yet. Remove the old one and add the new version.

Limits

If the screen says The server is not ready to receive documents yet. Please contact COREBIZS., message COREBIZS.

← All guides