Read Document Links

Let your agent read document links visitors share in chat and answer questions from their contents.

The Read Document Links action lets your agent open a document link a visitor shares in chat — a PDF spec, a Word contract, an Excel price list — read its contents, and answer questions about it in the same conversation.

Enabling the Action

  1. Go to your agent's Actions tab
  2. Click Add Action → Read document links
  3. Adjust the configuration if needed and save
  4. Test in the Playground by pasting a document link and asking about it

Requires a paid plan.

Configuration Options

When to Use

Describe when the agent should read a document link. A clear description helps the agent decide, for example: "Use when the visitor shares a link to a document — PDF, Word, Excel, or PowerPoint — and asks about its contents."

Allowed Domains

Restrict document links to specific hosts, one per line. Leave empty to allow any public host. With a list in place, the agent politely declines links from other domains.

Maximum Pages

Caps how many pages are processed when a scanned PDF needs OCR. Regular text documents are unaffected.

Supported Formats

FormatExtensions
PDF.pdf (including scanned PDFs, via OCR)
Word.docx, .doc
Excel.xlsx, .xls
PowerPoint.pptx, .ppt
OpenDocument text.odt
Rich text.rtf

Regular web pages are not supported — this action reads document files only. To answer from website content, add the site to your agent's sources instead.

How It Works

  1. A visitor pastes a document link in their message and asks about it
  2. The agent fetches the file and extracts its text
  3. The answer is grounded in the document's contents, alongside your agent's regular sources

The agent only reads links the visitor actually shared in their message — it never invents URLs to fetch.

Limits and Security

  • Public HTTPS links only - The link must use https:// and point to a publicly reachable host. Private and internal network addresses are always blocked.
  • 20 MB per document - Larger files are declined with a friendly message.
  • Very long documents are shortened - The agent reads as much as fits and says so when content was cut off.
  • Document content is treated as untrusted - The agent uses the document as reference material only and won't follow instructions embedded inside it.

Testing Your Action

  1. Enable the action and open the Playground
  2. Paste a link to a hosted PDF and ask "What does this document say?"
  3. Try an unsupported link (a regular web page) to see the agent decline gracefully

Next Steps