This page is the central hub for uploading, downloading, and managing key business documents to support consistency, compliance, and AI readiness.

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Navigation tab — Use the navigation tab in the top-left corner of the page to switch between Core Template and Additional Documents.

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Auto-fill Template — This feature requires additional setup before it can be enabled and shown on the Dashboard. Select Contact Effex, then contact hello@chatlyst.io for details.

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Tutorial — Select Tutorial to view the basic steps for uploading a template.

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Upload Additional Document — Upload additional documents in multiple ways:

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View Additional Document — Select View All at the bottom of the page to open the Additional Documents section.

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Core Template

Additional Documents

Document Management