Project files

Project files are documents you upload to a project. Once processed, they become part of the project's knowledge base: the agent automatically searches across all project files when answering questions, without you needing to manually reference each file.

Upload files

Drag and drop files into the project's files area, or use the file picker to select files from your device. You can upload multiple files at once.

Supported file types:

File processing

After upload, each file goes through a processing pipeline (extraction, chunking, and embedding) that prepares it for automatic retrieval. You can track the status of each file:

• Processing: The file is being prepared. This may take a moment for large files.
• Ready: The file is fully indexed and available to the agent.
• Error: Something went wrong during processing. Try reuploading the file.

How the agent uses project files

The agent automatically retrieves relevant content from your project files when responding to messages in any project chat. This means you don't need to attach or reference files manually for the agent to use them.

For more control, you can @-mention specific files in a chat message to ensure the agent prioritizes them in its response. Files from parent projects are also available. The agent can retrieve from them automatically, and you can @-mention them in any child project chat.

When the agent uses content from a project file, it includes a citation linking back to the source, so you can verify the information.

Preview project files

Click a file in the file list to preview the extracted content. The preview shows exactly what the agent sees when retrieving from the file.

For spreadsheets with multiple sheets, the preview includes tabs to navigate between sheets.

Best practices

The agent retrieves the most relevant sections from your project files for each message. The more focused and relevant your files are, the better the retrieval quality.

Keep files focused

Upload files that contain data directly relevant to the project's scope. For example, if your project focuses on a specific product line, upload the supplier reports for that product line rather than a company-wide report covering all products. This helps the agent retrieve the right content more consistently.

Organize by project

Use the project hierarchy to organize files at the right level. Upload shared reference data (company policies, standard methodologies) to a parent project so it's available across all child projects. Upload product-specific data to the relevant child project.

Manage files

• View: See all uploaded files and their processing status in the project's files area. Click a file to preview its content.
• Delete: Remove a file from the project. The agent will no longer retrieve content from it. Existing citations in chat history remain visible.
• Re-upload: If a file was updated externally, upload the new version. Delete the old version manually to avoid duplicate content.

Project files vs. chat file attachments