Add your website and documents as sources
Let the Secretary read your website and your PDFs, how many you can add, and how re-syncing works.
Besides the text you type, the Secretary can read two other kinds of source. Both are under Secretary → Knowledge base → Document & website sources.
Your website
- Paste your site's address into the box (
https://yourbusiness.com) and tap Add. - Ordina fetches the page and the pages it links to one level deep, keeps the readable text, and drops menus and boilerplate.
- The source shows as Synced when it is ready, usually within a minute.
Products on your site are captured with their names, prices, pictures and stock where the page shows them, and the Secretary can recommend them and quote those prices as of the last read. Prices for anything you add in Store come from Store.
Tap Retrain Secretary after you update the site, prices included, to re-read it.
Documents
Upload a PDF of up to 2 MB: a price list, brochure, treatment menu, terms and conditions, an intake form, a course syllabus. The text is extracted and given to the Secretary along with the rest of your knowledge. Scanned images inside a PDF are not read; the document needs real text. Word files cannot be added here; save them as a PDF first.
Limits: 3 sources on Pro, 5 on Business, with websites and documents counted together. Remove one with Remove source to make room.
How the Secretary uses them
When a customer asks something, the Secretary answers from your knowledge text, your website and your documents together. If none of them has the detail, it says it does not have it, instead of guessing.
Which to use for what
| Information | Best place |
|---|---|
| Prices, durations, stock | Store |
| Opening hours | Store → Profile |
| Policies, parking, preparation, tone | Knowledge text |
| Long menus, brochures, full terms | Document |
| Anything already on your site | Website source |