Introduction
Welcome to the Content Library guide! The Content Library is the heart of your Lisa-powered agents, where all the essential documents that help your agent respond to customers are stored. In this guide, we’ll walk you through the process of setting up and managing your Content Library. By the end, you’ll have a good understanding of how to keep your knowledge base organized and ensure that your agents perform at their best.
What Is the Content Library?

The Content Library is where you upload all the files and documents that your agents use to do their jobs. Think of it as the source of knowledge for your agents. These documents are crucial because they enable your agents to understand customer queries and resolve them based on your business needs and use case.
As you add documents to your Content Library, your agents can fine-tune their actions, improving accuracy and customer satisfaction.
What Type of File Can You Upload?
Currently, Lisa only supports PDF files for upload. You can upload documents in PDF format that help train your agent to provide the right answers and improve its responses.
Types of Files in Your Content Library
You’ll want to upload files that are either common across all use cases or specific to a particular use case. Let’s take a closer look at both:

Common Files for All Use Cases
Some files are universally helpful and can be used across different types of agents. These files help your agent provide basic, important information that applies to your entire business:
- FAQs: A list of frequently asked questions and answers that help your customers quickly find solutions.
- Business Policies: Terms of service, privacy policies, and other essential legal documents.
- Product Descriptions and Catalogs: General product information or service descriptions that apply to all customers.
- Company Profile: A document that provides background on your business, your mission, and what you do.
- Contact Information: A file containing your business’s contact details (email, phone number, physical address, etc.).
- Order Forms and Guidelines: Forms and templates to help with customer orders or requests.
Case-Specific Files
Depending on your business and the specific use case of your agent, you might need to upload files that are unique to your industry or operation. Let’s explore some common business cases:
A. Customer Support Agent
- Support Procedures: Files detailing how to handle customer support issues, troubleshooting steps, and solutions.
- Product Guides: Step-by-step instructions or user manuals for products or services.
- Technical Documentation: Manuals that assist in solving technical problems your customers may encounter.
B. Healthcare or Patient Care
- Patient Information Forms: Templates for collecting and organizing patient data.
- Appointment Schedules: Files that track patient appointments, consultation details, or treatment schedules.
- Medication Guidelines: Instructions on medications, dosages, and safety guidelines for healthcare providers.
C. Public Health Assistance
- Health Information: Preventive care tips, general health advice, or educational content related to public health.
- Public Health Announcements: Documents that share the latest health updates or important public health notices.
- Emergency Response Protocols: Protocols to follow during health emergencies or outbreaks.
D. Order Management
- Product Pricing Lists: Files that contain the price and description of your products or services.
- Order Forms: Custom templates for processing customer orders.
- Shipping and Delivery Details: Shipping instructions, tracking information, or delivery guidelines.
E. Scheduling and Appointments
- Booking Guidelines: Information on how customers can schedule, reschedule, or cancel appointments.
- Appointment Confirmation Templates: Prewritten templates that confirm appointments via email or SMS.
- Reminders: Templates for appointment reminders that can be sent to customers.
F. Tourist Guidance and Support
- Travel Itineraries: Suggested itineraries for customers visiting your location.
- Tourist Location Descriptions: Files that provide detailed information about local tourist attractions.
- Booking Guidelines: Instructions for booking tours, accommodations, or other services.
G. Employee Assistance
- Employee Handbook: Policies, rules, and best practices for employees.
- HR Forms: Templates for submitting time-off requests or other HR-related documents.
- Training Materials: Onboarding guides or role-specific training resources for new hires.
H. Remote Learning
- Course Materials: Study guides, reading materials, or lesson plans for educational programs.
- Assessment Instructions: Information on how assessments or exams are to be conducted.
- Student Feedback Forms: Templates for gathering feedback on courses or programs.
Best Practices for Uploading Files

To make sure your Content Library works efficiently, here are a few best practices to follow when uploading your files:
- Organize Your Files Clearly
Keep everything well-organized by categorizing your files into folders or subfolders. This makes it easier for your agent to find the information it needs. - Ensure Documents Are Easy to Understand
Simplicity is key. The clearer the content in your documents, the better your agent will be at providing the correct answers. Avoid jargon or overly complicated wording. - Stay Within the Page Limit
Be mindful of your file sizes. If your documents are too long or complex, consider breaking them down into smaller, manageable sections of not more than 5 pages. - Keep Files Up to Date
Make sure to regularly update your documents, especially if there have been changes to your products, services, or policies. This ensures that your agent always has the most accurate and relevant information. - Format Files Consistently
Stick to a consistent formatting style to make your documents easy to navigate. This will help your agent pull the relevant data when needed. - Use APIs for Data Fetching
If you need real-time data or access to external sources, Lisa allows you to fetch data via APIs. contact support for API access.
Conclusion
The Content Library is an essential part of your Lisa experience. By carefully selecting and organizing the right files, you’ll help ensure that your agents can provide accurate, helpful, and timely information to your customers. Take the time to upload and maintain relevant documents that align with your business needs, and your agents will be ready to assist your customers like never before.