Materials help your Agent learn your product, positioning, and tone—similar to how you would train a new sales rep. You can upload Materials in three places:

CallSine processes text-based content. Every item you upload should contain readable copy the Agent can learn from.

You can add URLs using Add Websites in the Campaign Wizard or on the Materials page.

Good sources include:

You can upload files using Upload Documents. Useful document types include:

Supported formats include .pdf, .docx, .pptx, and similar.

Focus on content that explains:

A simple rule is: upload the same material you would give a new sales hire. The Agent uses these files as source truth, so only include accurate and up-to-date content.

During Agent creation, you can add Materials directly in the Wizard. This is useful if you realize mid-build that an asset will improve outreach.

After uploading, check the box next to each Material to include it. Uploading alone does not attach it to the campaign.

To update Materials for an existing Agent:

From here you can upload new content, rename or delete items, and organize your library. Any Material uploaded here becomes available for future Agents.

To manage all assets in one place, go to the Materials page from the left menu.
You can upload, rename, remove, or organize Materials, and attach them to any campaign during setup.