You can upload PDF or CSV files directly to Fyxer, giving it greater context, and making email drafts more informed and specific.
Fyxer pulls the relevant details directly into the draft reply, so you don't have to search for, copy, or repeat the same information.
This is available to customers on a Professional plan.
How uploaded documents are used
When an incoming email asks a question your uploaded files can answer, Fyxer pulls that information directly into the draft reply. No copy-pasting, no switching tabs.
This works well for emails that reference:
Pricing, plans, or packages
Policies, processes, or terms
Product details or feature explanations
Contracts, proposals, or RFP-style questions
Data stored in CSVs
It's particularly useful for sales, customer success, and relationship management – anywhere a fast, accurate reply matters.
What to upload: documents that don't change often tend to work best. Think rate cards, playbooks, briefs, templates, and style guides. Dynamic files like live pipelines or weekly reports can go stale quickly, so these are less reliable as a reference.
Uploaded files are used both when Fyxer generates draft replies and when you ask questions in Fyxer Chat.
Learn more: Using Fyxer Chat for search, answers, and drafting.
How to upload documents
Option 1: upload from your Dashboard
Open your Dashboard → Drafts → Custom files
Click Choose files or drop the files in
Enable Share with organization if you want teammates to access it
Fyxer will automatically reference the document when generating drafts or answering related questions.
Option 2: upload by email
You can upload files directly from your inbox:
Forward any email to [email protected]
Attach the file you want to upload
Add "upload file" in the message body
Fyxer will store the file in your account and use it as reference material going forward.
Tips for best results
Upload authoritative, final documents, not drafts
Replace or delete outdated files regularly
Use CSV files for clear, structured data
Avoid uploading documents that change weekly
Things to know
Files can be added, replaced, or deleted anytime
Fyxer treats uploaded documents as reference, not absolute truth
PDFs and CSV files up to 50MB are supported
Document uploads are available on Professional plans
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