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June 22, 2025

How to Train Your AI Assistant with PDFs and Company Docs

Your AI Assistant Is Only as Smart as What You Feed It

The real power of an AI agent comes when it knows your world — your processes, your documents, your policies.

That’s why Unify lets you upload your own PDFs, handbooks, notes, and templates — so your WhatsApp assistant can use them to help you get work done faster.

Here’s how it works and what you can do with it.

Step 1: Add a Knowledge Source

To begin, send your AI assistant a document:

  • A company handbook
  • A PDF from HR
  • A client playbook
  • An internal policy

You can either upload it directly or forward it from email. The assistant stores it securely and scans it for future use.

Step 2: Ask It Questions

Once uploaded, you can ask natural questions like:

“What’s the maternity leave policy?”
“Who do I send sick notes to?”
“What’s our process for onboarding new hires?”

Instead of digging through folders or Slack messages, the AI replies in seconds — directly in WhatsApp.

Step 3: Let It Summarise for You

Need to brief someone or extract highlights from a long document?

Try:

“Summarise the leave policy in 3 bullet points.”
“Highlight anything that changed in this updated version.”

Your assistant gives you clear, readable answers you can share instantly.

Step 4: Use It for Day-to-Day Help

You’re not limited to one-off questions. Once the AI has the document, it becomes part of its working knowledge.

That means:

  • Setting reminders linked to the doc
  • Pulling in details for emails or reports
  • Explaining internal procedures when asked

All in real time. All from WhatsApp.

What Kinds of Documents Can You Use?

  • HR policies
  • Company FAQs
  • Client briefs
  • Product manuals
  • Onboarding guides
  • Team handbooks
  • Sales scripts
  • Legal templates

+ Many more!

If it’s written down, your AI can probably use it.

Final Thought

Uploading your PDFs and documents doesn’t just make your AI assistant smarter — it turns it into a reliable, informed teammate who’s always one message away.

With Unify, it’s simple to train your agent without ever opening a code editor or new app.

Next time someone says, “Where can I find that file?” — just ask your AI instead.

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