Overview
Documents in Pulze are collaborative files that can be created and edited directly within the platform. They are listed in the Data section and can be associated with specific spaces for use by AI assistants.Creating Documents
Documents can be created in two ways:From Chat Interface
- During a conversation, click the “Save as Document” option on a message
- Give the document a title
- The message content becomes a new document
From Spaces
- Navigate to a space
- Access the documents section
- Create a new document with a title
Document Types
Documents appear in the Data section with:- Type - Listed as “Document” (as opposed to “Custom Data”)
- Name - The document title
- Spaces - Space associations shown as logos
- Modified - Last edit timestamp
- Status - Processing state
Managing Documents
Viewing Documents
Documents are displayed in the main Data table alongside custom data files. You can identify documents by:- The document icon in the listing
- Type column showing “Document”
Editing Documents
- Click on a document from the Data listing
- The document details panel opens on the right
- Edit the document title if needed
- View associated spaces
Renaming Documents
- Select a document from the list
- In the details panel, click the edit icon next to the title
- Enter a new title
- Save your changes
Deleting Documents
- Click the menu icon (⋮) on the document
- Select “Delete”
- Confirm the deletion
- The document will be removed from all associated spaces
Space Associations
Documents can be associated with one or more spaces:- Associated documents are available to AI assistants in those spaces
- View space associations via the space logos column
- Multiple spaces can reference the same document
Search and Filtering
Search Documents
- Use the search bar to find documents by name
- Results update in real-time
Filter by Type
- Filter the Data view to show only documents
- Use the type filter dropdown and select “Documents”
Filter by Space
- Show documents associated with specific spaces
- Select one or more spaces from the spaces filter
Collaboration
Documents provide a way to:- Save important conversation outputs
- Share knowledge across team members
- Create reusable content for AI assistants
- Build a knowledge base within your spaces
Best Practices
Organize with descriptive names: Use clear, descriptive titles for documents to make them easy to find and understand.
Associate with relevant spaces: Link documents to the spaces where they’ll be most useful for AI assistants.
Regular review: Periodically review and update documents to keep information current.
Integration with Conversations
Documents are tightly integrated with the chat interface:- Save important responses as documents
- Reference documents in conversations
- Build a growing knowledge base from your interactions