Files

Files let you store documents, images, and other files your team and AI agents need. Organize them in folders, control access, and give your AI the ability to read and reference them in conversations.

Managing Files

Go to Knowledge → Files to open the file browser.

Uploading Files

• Drag and drop files directly onto the file browser
• Click the Upload button to select files from your computer
• Maximum file size: 10 MB per file

Supported file types include images (JPEG, PNG, GIF, SVG, WebP), documents (PDF, DOCX, XLSX, PPTX), text files (TXT, Markdown, JSON, CSV, YAML, HTML), code files (JS, TS, Python, and more), and media files (MP3, MP4, WAV).

Creating a File

You can also create text files directly in the app:

1. Click New File
2. Enter a name and content
3. Choose a folder location
4. Set the access level

Viewing and Downloading

Click any file to open its detail pane. From there you can:

• Preview the file contents (text and images)
• Download the original file
• View and edit metadata (title, description)
• Manage file labels

Folders

Folders organize your files into a hierarchy. You can nest folders as deep as you need.

Creating Folders

1. In the file browser, click New Folder
2. Enter a folder name
3. The folder is created in your current location

Folder names must be unique within the same parent folder.

Moving Files and Folders

Drag files or folders to move them into a different folder. You can also use the file detail pane to change a file's folder.

Deleting Folders

Deleting a folder also deletes all files and subfolders inside it. This action cannot be undone.

Access Levels

Every file has an access level that controls who can see it:

File Permissions

For more granular control, you can assign specific permissions to member roles:

Folder permissions apply to all files within the folder.

AI File Access

Give your AI agent access to files so it can search, read, and reference them during conversations.

Setting Up File Access

1. In your workflow, add the File Access ability
2. Configure which folders the AI can access
3. Set read or read/write permissions

What the AI Can Do

With file access enabled, your AI agent can:

• Read files — Access file contents to answer questions or follow instructions
• Create files — Generate new text files (e.g., summaries, reports) and save them to a folder
• Search files — Find relevant files based on content

Folder Indexing

For AI-powered semantic search across large document collections:

1. Open a folder in the file browser
2. Enable Indexing on the folder
3. The system processes all files in the folder for vector search
4. Your AI can then search the folder's contents by meaning, not just keywords

Indexing works best with text-based files (documents, markdown, text files). Processing may take a few minutes for large folders.

File Labels

Tag files with labels for quick organization and filtering.

Creating File Labels

1. Go to Knowledge → Labels
2. Select the File Labels tab
3. Click Create Label
4. Set a name, color, and optional description

Assigning Labels

• Open a file's detail pane
• Add or remove labels from the labels section
• Files can have multiple labels

Use labels to categorize files by type, project, status, or any other grouping that helps your team find what they need.

Image Processing

When downloading images, the system supports on-the-fly transformations:

These are applied automatically when files are served through the CDN.

Tips

• Organize early — Set up a folder structure before uploading many files. Moving files later is possible but easier to plan ahead.
• Use descriptive names — File and folder names are searchable. Clear names help both your team and AI find what they need.
• Enable indexing for AI — If your AI agent needs to search through documents, enable folder indexing for semantic search.
• Set access levels carefully — Public files are accessible to anyone with the URL. Use Private or Users for sensitive content.

Related

• Knowledge — Overview of all Knowledge features
• Abilities — Configure AI abilities including file access
• Sites — Embed files and documents in public portals