Bring Your Documents
Your agents are only as useful as what they know. MeetLoyd lets you feed your own documents — policies, product specs, contracts, runbooks, process maps, spreadsheets — into a searchable knowledge base your agents draw on when they work. The result: answers grounded in your reality, with the precise detail intact, not a generic guess.
You don't need to manage any of this by hand. Ask Loyd: "Add these documents to the support team's knowledge." Loyd runs the ingestion, and you approve what gets used. Meet Loyd →
What it does
MeetLoyd's document curator takes a pile of files and turns it into knowledge agents can retrieve on demand:
- Ingest — you upload or point it at your documents.
- Index — the content is made searchable so agents can pull up the exact relevant passage, not just a summary.
- Distill — key facts are summarized for quick context.
- Review — you approve what's allowed in before any agent uses it.
- Use — approved knowledge becomes available to the agent, team, or whole workspace you chose.
Because the original detail is preserved, an agent can answer "what does clause 7.2 actually say?" — not just "the contract covers liability."
Formats it understands
| Category | Formats |
|---|---|
| Documents | PDF, Word (DOCX), Markdown, plain text |
| Spreadsheets & data | Excel (XLSX), CSV, JSON, XML |
| Presentations | PowerPoint (PPTX) |
| Process & planning | BPMN process diagrams, Microsoft Project plans |
| Images | Screenshots and diagrams (read with vision) |
You stay in control
- Human review gate. Nothing enters your agents' knowledge until a person approves it. You can reject anything that shouldn't be there.
- Scope it deliberately. Knowledge can be assigned to a single agent, a team, or an entire workspace — so the right people (and only the right people) benefit.
- Governed like everything else. Documents flow through the same file-security checks and your data-sovereignty settings. Your content stays yours.
Documents give your agents reference knowledge — the manuals and facts they look things up in. Memory is what agents remember from working with you over time. Together they make your AI workforce both well-informed and experienced.
Where this shows up
- Better answers. Support, sales, and ops agents respond from your actual policies and product details.
- Faster onboarding of a team. Drop your operating documents in once, and a new team starts already knowing how your business works.
- Reusable expertise. A well-curated knowledge base can become the backbone of a repeatable team you stand up again and again.