What documents to share with Fibi agent
What documents to share with Fibi agent
What documents to share with Fibi agent
app.heyfibi.com
app.heyfibi.com
Which formats work best
Which formats work best
Fibi accepts most common document formats and breaks each one into chunks it can reference live during a call. It reads and imports text content — headings, paragraphs, quotes, and tables — so its answers come from what's actually written, not from visuals. Below are the recommended formats.
Fibi accepts most common document formats and breaks each one into chunks it can reference live during a call. It reads and imports text content — headings, paragraphs, quotes, and tables — so its answers come from what's actually written, not from visuals. Below are the recommended formats.
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47.752 Z M 12.855 45.209 L 13.697 45.209 C 14.15 45.209 14.571 45.161 14.961 45.049 C 15.336 44.938 15.694 44.762 16.038 44.522 C 16.365 44.282 16.63 43.946 16.818 43.498 C 17.005 43.051 17.098 42.523 17.098 41.915 C 17.098 41.291 17.005 40.764 16.818 40.316 C 16.63 39.868 16.365 39.532 16.038 39.292 C 15.694 39.053 15.336 38.877 14.961 38.765 C 14.571 38.653 14.15 38.605 13.697 38.605 L 12.855 38.605 Z M 21.482 47.752 L 21.482 36.062 L 29.595 36.062 L 29.595 38.605 L 24.4 38.605 L 24.4 40.476 L 28.549 40.476 L 28.549 43.002 L 24.4 43.002 L 24.4 47.752 Z" fill="transparent" height="47.752113739870424px" id="Zt9CIDJzn" transform="translate(9.07 0)" width="37.66038264024008px"><g opacity="0.302"><path d="M 0 0 L 0 18.759 L 17.707 18.759 Z" fill="rgb(255, 255, 255)" height="18.758629054878746px" id="C9By8SQkx" transform="translate(19.953 0)" width="17.706938338158018px"/></g><path d="M 0 11.69 L 0 0 L 4.852 0 C 6.053 0 7.005 0.336 7.722 1.023 C 8.44 1.695 8.799 2.607 8.799 3.742 C 8.799 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Best for finished documents like proposals or policies. Use text-based PDFs, not scanned images — Fibi can't read scanned pages reliably.
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C 26.09 43.216 26.72 43.483 27.488 43.483 C 28.04 43.483 28.514 43.328 28.903 43.018 C 29.291 42.707 29.533 42.293 29.636 41.775 L 32.371 42.396 C 32.121 43.466 31.569 44.294 30.706 44.89 C 29.852 45.485 28.782 45.787 27.505 45.787 Z" fill="transparent" height="45.787040315394336px" id="uCXZUtOQO" transform="translate(7.757 0)" width="40.13594942077685px"><g opacity="0.302"><path d="M 0 0 L 0 18.757 L 18.153 18.757 Z" fill="rgb(255, 255, 255)" height="18.756526595354877px" id="LQhaUmKxj" transform="translate(21.983 0)" width="18.152635529038946px"/></g><path d="M 0 10.716 L 0 0.121 L 3.753 0.121 C 4.504 0.121 5.203 0.233 5.85 0.44 C 6.497 0.656 7.083 0.966 7.61 1.38 C 8.136 1.795 8.55 2.347 8.852 3.037 C 9.154 3.727 9.309 4.521 9.309 5.418 C 9.309 6.315 9.154 7.109 8.852 7.799 C 8.55 8.49 8.136 9.042 7.61 9.456 C 7.083 9.87 6.497 10.181 5.85 10.396 C 5.203 10.603 4.504 10.716 3.753 10.716 Z M 2.649 8.412 L 3.434 8.412 C 3.857 8.412 4.253 8.36 4.607 8.265 C 4.969 8.162 5.297 7.998 5.608 7.782 C 5.919 7.566 6.16 7.256 6.333 6.85 C 6.514 6.454 6.6 5.97 6.6 5.418 C 6.6 4.866 6.514 4.383 6.333 3.977 C 6.16 3.58 5.919 3.27 5.608 3.054 C 5.297 2.83 4.969 2.675 4.607 2.571 C 4.253 2.476 3.857 2.424 3.434 2.424 L 2.649 2.424 Z M 15.737 10.836 C 14.141 10.836 12.821 10.319 11.777 9.292 C 10.733 8.265 10.215 6.971 10.215 5.418 C 10.215 3.865 10.733 2.571 11.777 1.544 C 12.821 0.518 14.141 0 15.737 0 C 17.307 0 18.61 0.518 19.654 1.544 C 20.689 2.571 21.207 3.865 21.207 5.418 C 21.207 6.971 20.689 8.265 19.654 9.292 C 18.61 10.319 17.307 10.836 15.737 10.836 Z M 13.701 7.653 C 14.227 8.239 14.9 8.533 15.72 8.533 C 16.539 8.533 17.204 8.239 17.73 7.653 C 18.256 7.057 18.515 6.315 18.515 5.418 C 18.515 4.521 18.256 3.779 17.73 3.184 C 17.204 2.597 16.539 2.304 15.72 2.304 C 14.9 2.304 14.227 2.597 13.701 3.184 C 13.174 3.779 12.907 4.521 12.907 5.418 C 12.907 6.315 13.174 7.057 13.701 7.653 Z M 27.505 10.836 C 25.961 10.836 24.675 10.353 23.657 9.404 C 22.63 8.447 22.121 7.118 22.121 5.418 C 22.121 3.727 22.639 2.399 23.674 1.441 C 24.718 0.483 25.987 0 27.505 0 C 28.877 0 29.998 0.336 30.887 1.018 C 31.767 1.691 32.276 2.588 32.406 3.71 L 29.731 4.253 C 29.619 3.667 29.351 3.192 28.937 2.838 C 28.523 2.485 28.04 2.304 27.488 2.304 C 26.729 2.304 26.099 2.571 25.59 3.115 C 25.081 3.667 24.822 4.426 24.822 5.418 C 24.822 6.41 25.081 7.17 25.581 7.713 C 26.09 8.265 26.72 8.533 27.488 8.533 C 28.04 8.533 28.514 8.377 28.903 8.067 C 29.291 7.756 29.533 7.342 29.636 6.825 L 32.371 7.446 C 32.121 8.516 31.569 9.344 30.706 9.939 C 29.852 10.534 28.782 10.836 27.505 10.836 Z" fill="rgb(255, 255, 255)" height="10.83639984130474px" id="vC7jngUtW" transform="translate(0 34.951)" width="32.40561148926491px"/></g></g></svg>)
Word (DOC)
Best for anything text-heavy. Use clear headings and short sections; Fibi finds answers faster in structured docs than in a wall of text.
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height="46.73872198327004px" id="xmj8g_SpK" transform="translate(9.4 0)" width="38.446706662658585px"><g opacity="0.302"><path d="M 0 0 L 0 18.756 L 18.149 18.756 Z" fill="rgb(255, 255, 255)" height="18.756203140043517px" id="coUuj6E90" transform="translate(20.298 0)" width="18.14891579295829px"/></g><path d="M 10.488 11.749 L 7.381 11.749 L 5.256 8.175 L 3.13 11.749 L 0 11.749 L 3.691 5.536 L 0.444 0.14 L 3.574 0.14 L 5.255 2.943 L 6.914 0.14 L 10.044 0.14 L 6.82 5.559 Z M 11.585 11.749 L 11.585 0.14 L 14.552 0.14 L 14.552 9.226 L 19.597 9.226 L 19.597 11.749 L 11.585 11.749 Z M 24.502 11.889 C 23.334 11.889 22.307 11.515 21.419 10.791 C 20.555 10.09 20.064 9.203 19.994 8.152 L 22.54 7.404 C 22.61 7.965 22.844 8.455 23.241 8.829 C 23.661 9.203 24.128 9.39 24.642 9.39 C 25.063 9.39 25.413 9.296 25.693 9.109 C 25.95 8.923 26.09 8.666 26.09 8.362 C 26.09 8.105 25.974 7.895 25.763 7.708 C 25.553 7.545 25.273 7.404 24.946 7.288 C 24.619 7.171 24.222 7.054 23.825 6.961 C 23.404 6.844 22.984 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Excel (XLS)
Best for pricing tables or comparison sheets. Label columns clearly and keep one topic per sheet.
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Connected sources (Notion, Google Drive, OneDrive)
Best for documents that change often, like live pricing or evolving project notes. These stay synced automatically, so you're not re-uploading updates.
What to share with Fibi
What to share with Fibi
Fibi already captures notes and summaries for every call automatically — don't upload those. What's useful beyond that depends on which Fibi agent joins the call:
Fibi already captures notes and summaries for every call automatically — don't upload those. What's useful beyond that depends on which Fibi agent joins the call:
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Fibi Advisor
Agendas, proposals, policies, terms and SLAs, "how it
Fibi Sales
Rate cards, spec sheets, case studies, sales presentations
Fibi Planning
Decision logs, requirements docs, project constraints
Fibi Research
Discussion guides, interview scripts, past research notes
Fibi Discovery
Service catalogs, past project summaries, discovery questionnaires
Fibi Training
Training manuals, procedure guides, checklists
Any other document that answers questions you don't have full context on yourself is fair game too. A focused set of 3–5 relevant files per agent beats a folder dump. Skip drafts and outdated versions — they add noise, not accuracy.
Any other document that answers questions you don't have full context on yourself is fair game too. A focused set of 3–5 relevant files per agent beats a folder dump. Skip drafts and outdated versions — they add noise, not accuracy.
QUICK TIPS
Avoid graphics-heavy documents. If a document's key information lives in charts, infographics, or images, Fibi can't reliably pull the right answer from it. Text-based documents give better results.
Avoid graphics-heavy documents. If a document's key information lives in charts, infographics, or images, Fibi can't reliably pull the right answer from it. Text-based documents give better results.
Avoid graphics-heavy documents. If a document's key information lives in charts, infographics, or images, Fibi can't reliably pull the right answer from it. Text-based documents give better results.
One topic per document. Mixed, sprawling files make it harder for Fibi to cite the right source.
One topic per document. Mixed, sprawling files make it harder for Fibi to cite the right source.
One topic per document. Mixed, sprawling files make it harder for Fibi to cite the right source.
Keep titles descriptive — "Q3 Pricing Sheet" beats "Doc1."
Keep titles descriptive — "Q3 Pricing Sheet" beats "Doc1."
Keep titles descriptive — "Q3 Pricing Sheet" beats "Doc1."
Update or replace outdated files instead of stacking new versions on top.
Update or replace outdated files instead of stacking new versions on top.
Update or replace outdated files instead of stacking new versions on top.
After a few calls, check which questions came back "not in sources" — that's your signal for what to add next.
After a few calls, check which questions came back "not in sources" — that's your signal for what to add next.
After a few calls, check which questions came back "not in sources" — that's your signal for what to add next.
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Kiyara J.
Project Manager
Lars E.
Product Designer
Sofia M.
Marketing Manager
James W.
Sales Director
Daniel O.
Financial Advisor
Aisha R.
Product Manager
David B.
UX Researcher
Hannah K.
HR Manager
Liam O.
Business Development Manager
Naomi C.
Content Strategist
Ronald J.
Customer Success Manager
Grace A.
Educational Consultant
Patrick M.
AV Engineer
Trusted by 2,000+ professionals
Trusted by 2,000+ professionals
Bring the right knowledge into every meeting and answer important questions without promising another follow-up.
When the buyer challenged our pricing, Fibi pulled the approved options and supporting case study into the call. We answered immediately and kept the deal moving.
Account Manager, SaaS Company
A client questioned our recommendation, so we asked Fibi to compare the options against the engagement documents. It surfaced the trade-offs clearly, with sources, while everyone was still in the room.
Senior Consultant, Management Consulting
During employee training, Fibi answered process questions from our SOPs and policy documents. Our trainer stayed focused, and every new hire received the same approved guidance.
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What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
2 hours / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
Save $84/yr
Everything in Free, plus
Scheduling and Calendar integration
Pre-meeting briefing
Fibi additional skills during call
Post-meeting analysis & AI insights
200 file uploads & Notion integration
15 hours / month - 60 mins meeting duration
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MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
Save $132/yr
Everything in Solo, plus
Up to 5 Fibi agents
Advanced pre-meeting planner
All Fibi during call skills unlocked
Participant insights & Call coaching
Customer intelligence and ask Fibi
25 hours / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
Save $204/yr
Everything in Team, plus
All Fibi agents
All Fibi agents performance
Additional ask Fibi queries
Team analytics — member usage & activity
High priority support
40 hours / month · 120 mins meeting duration
Need more seats or custom terms?
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
2 hours / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
Save $84/yr
Everything in Free, plus
Scheduling and Calendar integration
Pre-meeting briefing
Fibi additional skills during call
Post-meeting analysis & AI insights
200 file uploads & Notion integration
15 hours / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
Save $132/yr
Everything in Solo, plus
Up to 5 Fibi agents
Advanced pre-meeting planner
All Fibi during call skills unlocked
Participant insights & Call coaching
Customer intelligence and ask Fibi
25 hours / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
Save $204/yr
Everything in Team, plus
All Fibi agents
All Fibi agents performance
Additional ask Fibi queries
Team analytics — member usage & activity
High priority support
40 hours / month · 120 mins meeting duration
Need more seats or custom terms?
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
Full meeting transcript
2 hours / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
Save $84/yr
Everything in Free, plus
Scheduling and Calendar integration
Pre-meeting briefing
Fibi additional skills during call
Post-meeting analysis & AI insights
200 file uploads & Notion integration
15 hours / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
Save $132/yr
Everything in Solo, plus
Up to 5 Fibi agents
Advanced pre-meeting planner
All Fibi during call skills unlocked
Participant insights & Call coaching
Customer intelligence and ask Fibi
25 hours / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
Save $204/yr
Everything in Team, plus
All Fibi agents
All Fibi agents performance
Additional ask Fibi queries
Team analytics — member usage & activity
High priority support
40 hours / month · 120 mins meeting duration
Need more seats or custom terms?