Files
Upload existing documents to teach Lana about your business.
Files let you bring in documents you've already created: PDFs, Word docs, spreadsheets, and more. Once uploaded, Lana can learn from them and reference them when answering questions.
Uploading Files
Go to Files in the sidebar
Click + Add
Select which groups can access the file
Drag files into the upload area or click to browse
Wait for processing to complete
Supported formats: txt, md, xlsx, docx, csv, pdf
Maximum file size: 50 MB per file
After uploading, files go through processing so Lana can learn from them. This typically takes a minute or two. You'll see "Processing for Lana..." until it's complete.
Setting Access
Choose who can access each file when you upload it. You can also change access later.
To change access:
Find the file in your list
Click the three-dot menu
Click Update Access
Select the groups that should have access
Click Save
Built-in roles:
Employee - Anyone on your team
Finance Admin - Finance team and admins only
Admin - Admins only
Custom groups: Your crew groups and other custom groups appear below the built-in roles.
Access controls affect Lana's knowledge. When chatting with someone who doesn't have access to a file, Lana won't reference that file's content.
Finding Files
Search: Use the search bar to filter by filename.
Sort: Click Sort to order by filename, upload date, or status.
Filter by access: Click All files to filter by access group and see only files available to specific roles or crews.
Ask Lana: You can ask Lana to find or reference your files directly. If she's not finding the right content, be more specific: "Look in the safety manual" or "Check the employee handbook for..."
What to Upload
Files work well for existing materials you want Lana to know about:
Existing SOPs and procedures
Employee handbooks
Safety manuals
Marketing materials and brand guides
Marketing copy examples
Proposals and templates
Examples of great work (so Lana knows what "good" looks like)
Industry resources and guides
Financial reports and budgets
Tips for Better Results
Since files feed into Lana's knowledge, a few things help the AI understand your content better:
Keep documents focused. A document covering one topic clearly works better than a mega-document covering everything. Lana can find and reference specific information more accurately.
Include context. If a document references "the Johnson project" without explaining what that is, Lana inherits that ambiguity. Documents that stand on their own work better.
Skip the boilerplate. Headers, footers, and repeated legal disclaimers on every page add noise without adding knowledge. The substance is what matters.
Update rather than duplicate. If you have multiple versions of the same document, upload the current one. Conflicting information across files can confuse things.
Related Pages
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