🛠️ How-to guide · Last updated: October 1, 2026

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WHAT IT DOES

Document generation lets your agent hand people a file during the conversation — a PDF receipt, a Word letter, a spreadsheet, a calendar invite, a contact card, or a QR code. You name the documents the agent offers, so a resident can simply ask for a "service request receipt", and every file is private to that conversation.

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When to use it

Use it when a resident needs something to keep after the chat: confirmation of what they reported, a summary to forward, an appointment to add to their calendar, or a code to scan later. This is separate from uploading files to your knowledge or showing cards in chat.

Before you start

• A role that can edit agents — Editor, Publisher, or Admin — to set up documents, and permission to test the agent to create or download samples (see Roles & Permissions).
• Files are delivered in web chat (including Try it now). Teams, Slack, SMS, and phone conversations don't receive generated files.
• Document generation is marked Beta in the app.

Add a document type

1. Open the agent, go to Advanced → Document generation, and turn on Allow the agent to create documents.
2. Select Add a type and give it a Name — the words a resident would use to ask for it.
3. Choose the File type — pick more than one and the agent can produce whichever the resident asks for.
4. Under How it is written, choose Agent writes it, then describe in What it should say what the document should contain, in plain sentences.
5. Select Save Changes at the bottom of the page.

Adding a Missed pickup report document type: Add a type, name it, choose PDF and DOCX, keep Agent writes it, and describe what the document should say.

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TIP

Already have a letter or form you like? Select Import wording (or Start from an example) and upload a Word, Markdown, or text file up to 5 MB. Zammo turns it into guidance you review before using — it doesn't keep the original file or add it to the agent's knowledge.

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Agent writes it, or From my layout

• Agent writes it — the agent writes the whole document each time, following your guidance. Best for letters and summaries that change with every conversation.
• From my layout — you lay out the document once and the agent only fills in the fields. Best for receipts and forms that must look the same every time.

In From my layout, build the Layout from parts — Title, Text, Details, Table, List, Highlight, and more under More… — and insert fields such as Request number where the agent should fill in a value. The Preview draws the document from your Sample data (which never reaches the agent or a resident), and Download builds a real sample file. Save your changes before creating a sample.