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Smart Docs

Smart Docs are interactive documents that can be shared with contacts and embedded on websites. They provide analytics to track how your content performs.

What are Smart Docs?​

Smart Docs offer:

  • 📄 Document Upload: Upload PDF, DOCX, TXT, or MD files
  • 🔗 Shareable Links: Create links to share documents
  • 📊 Analytics: Track views and engagement
  • 🌐 Website Embedding: Embed documents on your website
  • 👥 Contact Sharing: Share directly with contacts

Key Features​

1. Document Management​

  • Upload documents (PDF, DOCX, TXT, MD)
  • Draft and published states
  • Version control
  • Connect with AI agents

2. Sharing & Analytics​

  • Create shareable links
  • Password protection
  • Track views and engagement
  • Geographic and device statistics

3. Website Integration​

  • Generate embed codes
  • Customize display options
  • Responsive design

How to Use Smart Docs​

Creating a Document​

  1. Go to Smart Docs section
  2. Click "Add Smart Doc"
  3. Upload your file
  4. Save as draft

Publishing & Sharing​

  1. Review document preview
  2. Click "Publish"
  3. Create share link
  4. Configure privacy settings

Sharing with Contacts​

  1. Go to Contacts section
  2. Open contact profile
  3. Click "Share Doc"
  4. Select document to share

Viewing Analytics​

  1. Click on share link in Smart Docs list
  2. View visits and engagement metrics
  3. Check device and location data

Getting Started​

  1. Upload Document: Add your first PDF or document
  2. Publish: Make it live and shareable
  3. Create Share Link: Generate your first link
  4. Track Analytics: Monitor engagement
  5. Try Embedding: Add to your website

Smart Docs help you share content effectively and understand how your audience engages with your documents.