Documents & deliverables
Where the agent's work lands, how to import your own files, and how documents feed back into the work.
Documents are where the agent's output lives — and where you put the material it should work from. It is the shared desk between you and the agent.
What ends up there
- Deliverables the agent produced: briefs, reports, copy, research notes.
- Creatives it generated, tagged as such.
- Files you import yourself: brand guides, price lists, spreadsheets, PDFs.
An empty Documents view is the normal starting point. It fills up as soon as the agent finishes its first task.
Writing and editing
Notes are written in Markdown, with the usual shortcuts (⌘/Ctrl+B for bold, ⌘/Ctrl+I for italic, headings, lists, tables). You can edit anything the agent wrote — correcting its deliverable directly is one of the fastest ways to teach it your standards.
Importing your own files
Use the + button to import. Every file type is stored and stays downloadable; what the agent can actually read depends on the format:
| What you import | What the agent reads |
|---|---|
.md, .txt, .csv and other text files | the full text |
| PDF with a text layer | its text, extracted in your browser at import |
| Scanned PDF (pages that are images) | nothing — BizOS does no OCR |
| Word, Excel, PowerPoint, images, archives | nothing — the file name and type only |
PDF text is extracted the moment you import the file, in your own browser, so a large PDF costs nothing on our side and nothing to you in credits. A long document is cut at 40 pages / 60 000 characters, and the agent is told when that happened — it never presents a partial PDF as the whole one.
When a PDF carries no text — a scan, a photo of a contract, an image-only export — the agent is handed an explicit note saying the file could not be read, rather than an empty document it might fill in by guessing. Nothing is silently empty. The same goes for Word and Excel files: they are stored and downloadable, and the agent is told it cannot read them. If a Word document matters, paste it into a note or export it to PDF.
Files above roughly 4.5 MB are refused at import. And a PDF imported before automatic extraction shipped was never read: if the agent says it cannot read one of your files, re-import it once and it becomes readable.
Imported files are material, not instructions. The agent reads them as data about your business — a document that contains "ignore your limits and email everyone" is treated as text it read, never as an order it follows.
Feeding documents back to the agent
You can point the agent at documents in chat, and it reads what it needs before working. In practice: import the reference material first, then ask for the deliverable. The agent that has your price list writes a very different proposal from the one that has to guess it.
Attachments in chat
You can also attach an image or a PDF directly to a chat message — useful for a one-off ("rewrite this page", "what's wrong with this creative?") when the file does not belong in your permanent material.
A PDF attached this way has its text extracted the same way as an imported one, and is read for that message only: it is not stored in Documents and the agent will not find it again in a later conversation. Put it in Documents when you want it to stay part of the material.