This guide offers a straightforward process for uploading a Knowledge Base or FAQ PDF to Dropbox and sharing it via a link. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigate to Dropbox: Access the Dropbox homepage.
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Upload the PDF: Click on the "Upload or Drop" button, select the file from your computer, and ensure the upload is successful.
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Copy the Link: Once the file is uploaded, click on "Copy Link" next to the uploaded file and confirm the link has been copied.
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Paste into SalesAi: Switch to the SalesAi tab and go to the agent creation process. In Step 3 (Call Flow), paste the Dropbox link into the "Knowledge Base URL" field. Wait until the green spinning wheel disappears to ensure it is processed.
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Confirm Upload: After the green wheel stops spinning, confirm the upload is successful and proceed with creating the agent.
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