Table of Contents

Uploading Files to a Conversation

Share documents, images, and other files with agents for analysis and reference.

When to Upload Files

Upload files when you want an agent to:

  • Analyze data in spreadsheets or CSV files
  • Answer questions about document content
  • Process or transform data
  • Generate visualizations from your data
  • Extract information from images
  • Reference specific files in responses

Note: Not all agents support file uploads. The upload feature only appears if the agent is configured to accept files.

Prerequisites

Before uploading files:

  • Agent must support uploads: Check if the paperclip icon appears in the chat input
  • Supported file format: Your file must be in a format the agent can process
  • File size limits: Files must be within size limits set by your administrator

Supported File Types

Common supported formats include:

Category File Types
Documents PDF, DOCX, DOC, TXT, MD, RTF
Spreadsheets XLSX, XLS, CSV, TSV
Images PNG, JPG, JPEG, GIF, BMP, TIFF
Code Files PY, JS, TS, JSON, XML, HTML, CSS
Archives ZIP, TAR
Presentations PPTX, PPT

Note: Supported types vary by agent configuration. Some agents may support additional formats or have restrictions.

How to Upload Files

Step 1: Open the Upload Panel

  1. Look for the paperclip icon (📎) to the left of the message input box
  2. Click the paperclip to open the file upload panel
  3. A badge on the icon shows how many files are currently attached

Step 2: Select Files

You have two options:

From Your Computer

  1. Click Select file from Computer
  2. Browse to find your file
  3. Select one or more files
  4. Click Open

From OneDrive (If Available)

  1. If you see Connect to OneDrive, click it first
  2. Authorize access to your OneDrive
  3. Click Select file from OneDrive
  4. Browse and select files from your OneDrive
  5. The OneDrive picker shows your available files

Step 3: Review Selected Files

Before uploading, selected files appear in the panel with:

Information Description
File name The name of your file
File size Size displayed for local files
Source badge "Local Computer" or "OneDrive Work/School"
Status badge "Pending" (not yet uploaded)
Remove button X button to remove the file

Step 4: Upload the Files

  1. Review your selected files
  2. Click the Upload button
  3. A progress bar shows upload status
  4. Wait for "Uploaded" badges to appear
  5. Successfully uploaded files show a green "Uploaded" badge

Step 5: Close the Panel

  1. Click Close to close the upload panel
  2. The paperclip badge shows your total attached files
  3. Send a message to start working with the files

Managing Uploaded Files

Viewing Attached Files

  • Click the paperclip icon to see all files for the current conversation
  • Files are listed with their status and source

Removing Files

To remove a file before sending a message:

  1. Open the upload panel (click paperclip)
  2. Find the file you want to remove
  3. Click the X button next to the file
  4. Confirm removal if prompted

File Persistence

  • Uploaded files are attached to the current conversation
  • They remain available throughout the conversation
  • Starting a new conversation clears the attachment list

OneDrive Integration

If your organization has enabled OneDrive integration:

Connecting OneDrive

  1. Click Connect to OneDrive in the upload panel
  2. Sign in with your work or school account
  3. Grant necessary permissions
  4. Once connected, you'll see Select file from OneDrive

Selecting from OneDrive

  1. Click Select file from OneDrive
  2. A file picker opens showing your OneDrive contents
  3. Navigate to find your file
  4. Select one or more files
  5. Confirm your selection

Disconnecting OneDrive

  1. Open the upload panel
  2. Click Disconnect OneDrive
  3. Your OneDrive access is revoked
  4. You can reconnect anytime

After Uploading

Once files are uploaded:

Referencing Files

  • Simply mention the file in your message
  • Ask questions about the content
  • Request analysis or processing

Example Prompts

  • "Analyze the sales data in the uploaded spreadsheet"
  • "Summarize the key points from the uploaded document"
  • "What trends do you see in this CSV file?"
  • "Extract all email addresses from the uploaded text file"
  • "Create a chart from the data I uploaded"

How Agents Use Files

Agents process uploaded files by:

  1. Extracting text and data content
  2. Making the content available for reference
  3. Using the information to answer your questions
  4. Potentially generating new files based on your data

File Size Limits

Limits vary by configuration:

Consideration Typical Behavior
Per-file limit Usually 10-50 MB per file
Total per message Often limited to 10 files
Large files May take longer to process

Check with your administrator for specific limits in your environment.

Troubleshooting

Paperclip Icon Not Showing

  • The current agent doesn't support file uploads
  • Try selecting a different agent
  • Contact your administrator if you need upload capability

Upload Fails

  • Check that the file is within size limits
  • Verify the file format is supported
  • Try a different file to isolate the issue
  • Check your internet connection

File Format Not Accepted

  • Convert the file to a supported format
  • PDF is widely supported for documents
  • CSV works well for data files
  • PNG or JPEG for images

OneDrive Connection Issues

  • Ensure you have a work/school OneDrive account
  • Check that your organization allows OneDrive integration
  • Try disconnecting and reconnecting
  • Clear browser cache and try again

File Not Being Referenced

If the agent doesn't seem to see your file:

  • Make sure the upload completed (shows "Uploaded" badge)
  • Reference the file specifically in your message
  • Upload may need to complete before sending your question
  • Try asking "What files do I have uploaded?"

Progress Bar Stuck

  • Check your internet connection
  • Wait a moment — large files take time
  • If stuck for a long time, refresh the page and try again
  • Very large files may timeout

Files Missing After Refresh

  • Uploaded files are tied to the current conversation
  • Switching agents clears attachments
  • Re-upload files if needed after refreshing

Tips for Better Results

Prepare Your Files

  • Remove unnecessary data from spreadsheets
  • Use clear column headers
  • Ensure text is readable (not scanned images of text)
  • Smaller, focused files process faster

Be Specific in Your Questions

  • Reference the file by name if you have multiple
  • Specify what analysis or output you want
  • Ask about specific columns, sections, or data

Multiple Files

  • Upload related files together
  • Mention how files relate to each other
  • Consider combining data into one file if appropriate

Sensitive Data

  • Be mindful of what data you upload
  • Uploaded files are processed by AI systems
  • Follow your organization's data handling policies