Available on all CallSine plans, including Free Trial.
Overview
Materials are core training inputs for your Agent. They teach CallSine how your company operates, what you offer, and how you communicate.
When you build an Outreach Agent, you must select at least one Material. The Agent uses these sources to generate outreach that reflects your tone, positioning, and subject matter expertise—similar to how a sales rep learns from existing collateral.
Open the Materials Page
Click the robot icon in the left menu and select Materials.
This page displays your full library of uploaded content.
Add New Materials
You can add content in three formats:
Websites: Click Add Websites and paste a public-facing URL. Upload pages one at a time.
Documents: Click Add Materials to upload a file (PDF, DOCX, PPTX, etc.) or paste plain text.
CallSine processes readable text. Images, audio, or video files cannot be ingested directly, but transcripts can be uploaded as documents or text.
Understanding the Materials Table
Each row in the table represents a single Material. Common columns include:
Type — Website or document
Summary — AI-generated description of the content
Name — URL, file name, or custom title
Tag — Optional field for sorting and filtering
Valid — Indicates whether the Material is usable by the Agent
Validation statuses:
Yes — Processed and eligible for outreach
No — Processed but insufficient detail for use
Not Validated — Processing has not yet completed
Actions
Edit — Update the name or summary
Validate — Check whether the content is usable for outreach
Refresh — Re-ingest the Material from its source (for websites)
Website uploads are static snapshots. If the live page changes later, use Refresh to ingest the updated version.
Filter, Search, and Organize
You can manage your library using built-in tools:
Show Search — Filter by name
Checkboxes — Select multiple Materials for bulk actions such as Delete
Tag dropdown — Assign or update tags for easier sorting
Delete Materials
To remove Materials:
Select one or more entries using the checkboxes
Click Delete
Deleted Materials will no longer be available to Agents during campaign setup.
Why Materials Matter
Your Materials make CallSine sound like you. They provide the context that helps the Agent write clearly, accurately, and with the same expertise your sales team shows in their outreach.