Rachel now pulls answers straight from the Brain

Hey everyone!

Rachel just leveled up and this one's a big deal if you've ever had her transfer a call just because the question got too specific.

Rachel meets The Brain: she can now search your documents mid-call and answer with the actual answers.

Before this update, Rachel handled general questions, booked appointments, and transferred anything she didn't know. Now she searches your uploaded documents in real time and gives callers the real answer: pricing, policies, availability, the works.

How to set it up

Just upload the document to your Brain (or take an existing one) and make sure Rachel has visibility on it.

For sharper results, update Rachel's instructions so she knows exactly which doc to reach for and when. A few examples:

• "When a caller asks for shipping rates, search the Transport Rates 2026 spreadsheet."
• "If a caller mentions allergies or dietary restrictions, check the Allergen Guide before answering."
• "For insurance questions, reference the Accepted Insurance Providers list."

The more specific the instruction, the faster Rachel gets to the right number on every call.

Here's what that looks like in the wild:

For a trucking company — Upload your transport rate sheet (Excel works perfectly), and when a caller asks "how much for a full truckload from Houston to Atlanta?", Rachel finds the row, reads the rate, and quotes it on the call. No callback. No "our dispatcher will reach out." Just the answer.

For a restaurant — Drop in your menu PDF and an allergen guide. Rachel can now handle "is the pesto gluten-free?" or "how much is the family platter for six?" without putting anyone on hold or pulling you out of service.

For a dental clinic — Upload your services list and your accepted-insurance doc. Rachel handles "do you take Cigna?" and "what does a new-patient cleaning cost?" straight from the files you already keep on hand.