Adding a new resource to Innovation Opportunities

Attach a file or a link to an Innovation Opportunity so your team and the AI assistants can use it as context.

Attach files or links to an opportunity to keep supporting material in one place and give the AI assistants more context.

Before you start

You need a Pro license to add resources.
PDFs and images (PNG, JPG, GIF, WebP) are processed so the AI assistants can read them. Links are saved with the website's icon.

Steps

Open the opportunity. In the Leader sidebar, click Innovation Opportunities and click its name.
Scroll to the Resources card and click Add resource.
Do one of the following:
- Click Choose a file and select a file from your computer.
- Paste a web address in Paste a link.
Enter a Name for the resource. This field is required.
Click Continue.

You see "Resource was successfully created." and the resource appears in the Resources list. If you click Continue without a file or link, you see "Please select a file to upload OR enter a URL for the resource."

Edit or remove a resource

In the Resources list, click the edit icon next to the resource.
In Edit Resource, change the name, link or file and click Save.
To delete a resource, click the remove icon next to it and confirm with OK when asked "Are you sure?".

Tips

Give resources clear names, such as "Customer survey Q3 results", so they are easy to recognize in the list and in AI context.
Processing happens in the background. The AI assistants can use a resource after processing finishes.