Files
Files is where you upload and manage documents and assets that your bots, datasets, skillsets, and widgets can use. Once a file is uploaded, you can attach it to other resources without needing to re-upload it each time.
Uploading and Editing Files
From the Files section of your dashboard, click Create File to add a new file. After creating a file entry, you can:
- Upload - attach a file from your computer
- Download - retrieve the stored file
- Edit - modify the file content directly in the browser (for supported text-based formats)
File Settings
Each file has the following configurable options:
Name and Description - Labels to help you identify the file in lists. These are not shared with the AI or surfaced to end users.
Alias - An optional short identifier using lowercase letters, numbers, hyphens, and underscores. When set, the file can be referenced in configurations as @alias. This is useful when you want a stable, human-readable way to refer to a file regardless of its ID.
Visibility - Controls who can access the file:
- Private - only accessible by your account (default)
- Protected - accessible by your account and any sub-accounts
- Public - accessible by all platform users
Meta - Custom key-value metadata you can attach for your own tracking or workflow purposes.
Using Files Across the Platform
Files can be connected to several types of resources:
- Datasets - Attach a file to a dataset record so that its content is included when the dataset is searched. Changes to the file are reflected in the dataset automatically.
- Bots and Skillsets - Reference files in your AI agent configurations to provide documents, instructions, or reference material.
- Widgets - Store visual assets such as bot icons and title images used by your widget configuration.
Getting Started
- Navigate to Files in your dashboard
- Click Create File and give it a recognizable name
- Use the Upload button to attach your file content
- Optionally set an alias if you want to reference the file by name elsewhere
- Connect the file to a dataset, bot, skillset, or widget as needed