Help CenterDocs & Databases

Documents & Databases

Bridge includes a built-in document editor that allows teams to create, store, and manage internal content — from strategies and handbooks to notes and onboarding guides.

 

Documents.png
 

Core Features 

A full-featured text editor with support for:

  • Formatting: headings, lists, tables
  • Linkscode blocksemojis
  • File attachments 

 

Structured Workspace Navigation 

Documents can be organized within the workspace and used for various purposes:

  • Product & marketing strategies
  • Technical documentation
  • Team policies and internal rules
  • Knowledge bases for onboarding and training

AI Knowledge Integration 

Any document in Bridge can be assigned as Knowledge for AI agents.

This enables agents to reference and utilize live documentation in their tasks and responses.
 

Examples:

  • A support agent can read FAQs directly from internal documents
  • A sales or analytics agent can use strategic docs as context when generating messages or reports

    This transforms Bridge into not just an information hub — but an intelligent knowledge environment, where your documentation is actively used in automated workflows.

 

Databases

Bridge allows you to create custom databases for storing and organizing structured information in a flexible, intuitive format. Design limitless databases with tailored fields and parameters that adapt to every business requirement. Connect fragmented systems via powerful API integrations or streamline data migration through simple, one-click CSV imports.

Designing Your Database 

When creating a new database, you define: 

  • Name and description
  • Attributes (fields) that shape each record’s structure

Supported field types:

  • Text
  • Date / Time
  • File (attachment)
  • Checkbox (Boolean)
  • Number (Integer / Float)
  • Currency
  • Dropdown list (Enum)


Example: A database called Leads and Sources may include fields like "Lead Name", "Source", "Purchase Date", and "Product".

Adding Records 

New entries are created via a simple form where users input values for each predefined attribute.
 

Filtering and Working with Data

You can filter records by any attribute — e.g., all leads from a specific source or with a certain purchase date.

This makes it easy to find, segment, and analyze the right data on demand.
 

Additional Capabilities:

  • Edit the database structure at any time
  • Upload and store files in entries
  • Use numbers, lists, dates, and other types for advanced filtering
  • Add records quickly and in bulk

API Integration for Databases

Bridge databases support integration via API.
 

  • Service accounts can be created for API access
  • Fine-grained permission control:
     
    • Full database access
    • Attribute-level access only
       

This enables secure integration with external systems — allowing automated data import/export and the creation of custom workflows on top of Bridge infrastructure.

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