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Resources are files and links that you make available to end users through the chat widget’s Resources tab. Unlike the Knowledge Base (which powers the AI’s responses internally), resources are external-facing materials that users can browse, download, and reference directly.
Access Resources by selecting an agent from the Agents list and clicking the Resources tab.

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Resources vs Knowledge Base

It’s important to understand the distinction between these two features:
A document can serve both purposes. Upload it to the Knowledge Base to power AI responses, and add it as a resource to let users download it directly. These are managed independently.

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Resource types

Files

Uploadable documents that users can download from the widget. Ideal for patient information leaflets, prescribing information PDFs, product brochures, and study summaries.

Websites

Links to external web pages. Ideal for directing users to your product website, support portal, clinical trial registries, or regulatory authority pages.

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Resource categories

Each resource is assigned a category to help organize and present materials clearly:

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Resource properties

Every resource includes the following metadata:

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Adding resources

1

Click Add Resource

On the Resources tab, click Add Resource and select File.
2

Upload your file

Click the upload area or drag and drop your file. Files must be in PDF format and no larger than 10 MB.
3

Fill in metadata

Provide the resource name, category, source, author, and a brief description.
4

Save

Click Save to add the resource. It will appear in the Resources list and be available to end users in connected widgets.

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Managing resources

From the Resources tab, you can manage your existing resources:
  • Edit metadata — Update the name, category, source, author, or description
  • Remove — Permanently delete a resource from the agent
  • Sort — Organize the list by name, source, or category to find resources quickly
Resources are shared at the organization level — the same resource can be enabled on multiple agents, with a per-agent toggle controlling where it appears. Resources enabled for an agent appear in the Resources tab of any widget connected to that agent, and you can configure their display order in the Widget Settings.

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How resources appear to users

When end users open the chat widget and navigate to the Resources tab, they see a list of all active resources assigned to the agent. For each resource:
  • Files display a download button, allowing users to save the document
  • Websites display as clickable links that open in a new browser tab
Add patient information leaflets, prescribing information, clinical study summaries, and links to your brand or medicine website as resources. This gives users easy access to important materials alongside their conversation with the agent.

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Best practices

Only include resources that are directly useful to your target audience. Remove outdated materials promptly and replace them with current versions.
A brief, informative description helps users decide which resources are relevant to them without opening every file.
Consistent categorization helps users navigate the resources list, especially when you have many resources assigned to a single agent.
Use resources for materials users should read in full (leaflets, guides), and the Knowledge Base for materials the AI should reference when answering questions. The two work best together.