Open Agent → Assets to manage customer-shareable media.
Knowledge versus Assets
Knowledge Base files are read as information for the AI.Assets are approved files the AI may send or link in a customer conversation.
Use Assets for catalogs, brochures, maps, product images, policies, and other collateral that should be shared directly.
Upload an asset
Select Upload asset .
Choose a supported image or document.
Add the title and any required metadata.
Choose whether it applies to all businesses or one business.
Save and wait for validation to complete.
Folders Select New folder to organize related assets. Use clear customer-facing names so operators can find the correct file quickly.
Table fields The Assets table shows:
Title and file name
Business scope
Validation state
Active status
Last update
Row actions
Activate and scope Turn an asset off to stop the AI from using it without deleting it. Change business scope when an asset should only be available for a specific business.
Use descriptive titles such as “Product catalog - Summer 2026” instead of generic file names.
