Documentos
Your documents, right next to your calls.
Documentos is the document workspace inside topdoer.ai. Quotes, intakes, contracts and forms in one private place, in Spanish and English, set up for your industry from day one.
Example workspace for a fictional logistics business.
Paperwork and knowledge together
The same place your agent learns from.
Documentos keeps your business's paperwork and your business knowledge together. Pick your industry and you start with the right folders and ready-made templates. Fill in a short form and get a finished document. Every save is kept as a version, so nothing gets lost or overwritten.
It's also where your business profile and knowledge base live: the hours, services, style and terms your topdoer.ai agent works from.
How much topdoer.ai knows 80%
- HoursUp to date
- ServicesUp to date
- Style guideUp to date
- TermsUp to date
- GlossaryAdd to finish
What Documentos does.
Set up for your industry
Logistics, legal, clinics, restaurants and contractors each get their own folders, like shipments, case files, projects and events, and their own templates.
Templates that fill in from a form
Answer a few fields, watch a live preview, and the finished document is created.
Version history built in
Every save is a version you can open or restore. Drafts save as you type, and two people can't overwrite each other's work.
Spanish and English, side by side
Each document can have a linked version in the other language.
Your business profile and knowledge base
Hours, services, style guide and glossary, kept current by your team. Admins edit, everyone else can read.
See how much topdoer.ai knows
A meter shows how complete your business profile is.
Bring your files
Upload PDFs, Word documents and images.
Team and permissions
Invite people by email, give them roles, share a document or a whole folder, and see a log of who did what.
Your brand
Your name, logo and colors across the workspace.
Private by design
Each workspace's documents are walled off at the database level, and every change is logged.
Ready for your industry on day one.
Pick your industry and the workspace opens with its own folders and templates.
- Logistics Shipments
- Legal Case files
- Contractors Projects
- Restaurants Events
- Clinics Intakes
Coming next.
Planned and in the works, not available yet.
AI drafting, review and translation, with every change saved as a version you approve.
Coming soonAsk questions across your documents and get answers that cite the exact source.
Coming soonYour agent answers callers from the documents you approve, like a clinic's fee schedule.
Coming soonTurn a finished call into a filled-in quote or intake draft.
Coming soonWord export with tracked changes.
Coming soon
Keep the paperwork with the calls.
Documentos comes with topdoer.ai. Our team can set up your folders, templates and business profile with you.