Give an Agent a new document
Upload a file so an Agent can use it in its answers.
Agents answer from your data sources and from documents uploaded for them, such as policies, price lists, or product sheets. When an Agent needs to know something that lives in a file, upload it.
You can upload to any Agent you have access to, including Staff on their own Sub-agents.
Open the Agent
Open Agents, select the Agent that should read the file, and open its Documents tab.
Upload the file
Select Upload document and choose up to three files: PDF, DOCX, PPTX, XLSX, CSV, TXT, or MD, up to 20 MB each. Add a short description so others know what the file is.
Choose who can read it
If you're uploading to a Department Agent, choose which of its Sub-agents can read the file too. By default, all of them can.
Wait for Ready
The file goes from Uploading to Processing to Ready. The Agent can use it once it's Ready. Then ask a question about it in Chat to check.
According to the travel policy, what's the hotel limit per night in Jakarta?Good to know
- A file attached to a Chat message is used only in that conversation. Upload it to the Agent when everyone using the Agent should benefit.
- You can replace or delete files you uploaded yourself.