Joinwell features
Documents & agent context
Give each agent the background behind the meeting. Upload documents, add useful URLs and explain the goal so Cal has more to work with than a calendar title.
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The brief behind the conversation.
Project brief.pdf
Document contextProduct documentation
Public URL resourceYour instructions
Focus on the launch timeline and open questions.PDF, text and Markdown · Labeled URL resources
Attach PDF, plain text or Markdown files: a project brief, a product guide or the agenda. Add reusable agent material or context for a specific booking.
Add labeled links to relevant public resources. Help the assistant find the company, product or reference page you mean.
Tell the agent what the meeting is for, what it should pay attention to and how it should participate. Update its guidance as your needs change.
A project review might need a delivery brief, while an introduction might need a company overview. Keep reusable instructions with the agent and add meeting-specific material when appropriate. Clear labels help distinguish your source documents from other information. If you want the assistant to retrieve current public web content during the call, enable web research as well.
Describe the meeting goal, the agent’s role and the information it should prioritize.
Upload supported documents and provide labeled URLs for relevant public resources.
Choose the meeting, review the agent’s capabilities and send it in with context.
Joinwell supports PDF, plain text and Markdown. Document uploads allow up to 10 files per context scope, with a 15 MB limit per file. Readable text gives the assistant the clearest source material.
Yes. Configure the instructions and resources relevant to each agent, and add booking-specific documents for an individual meeting. This lets you reuse common material while keeping meeting preparation focused.
No. A URL is a reference, not a login or a grant of access. Use accessible public resources or upload a supported file you are authorized to provide. Enable web research when the agent needs to retrieve online information.
Cal
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