AI & Workflows
How can I upload my files?
Updated May 5, 2026
Uploading files lets your AI agents access and use your data during conversations. You can add documents like PDFs or structured data like spreadsheets to build your knowledge base.
You can store both:
- Unstructured data (documents, PDFs, text)
- Structured data (tables, spreadsheets)
How to access Files
- Go to the top-right corner of the platform
- Click on your account name
- Select “Files” from the dropdown menu
Understanding File Categories
The Files section is divided into three tabs:
All Files
- Displays every uploaded file in one place
Documents (Unstructured Data)
Includes:
- PDF (.pdf)
- Word (.docx, .doc)
- Text (.txt)
- Markdown (.md)
👉 Best for: knowledge articles, FAQs, guides, and general content
Data Files (Structured Data)
Includes:
- CSV (.csv)
- Excel (.xlsx, .xls)
👉 Best for: product catalogs, pricing tables, databases
Uploading Files
Step-by-step:
- Click “+ Add Files”
- Choose your upload source:
- From your computer
- Google Drive (others coming soon)
- Select your file or drag & drop it into the upload area
- Wait for the file to process
Supported File Types
- CSV (.csv) — structured data
- Excel (.xlsx, .xls) — automatically converted to CSV
- PDF (.pdf) — document search
- Word (.docx, .doc) — document search
- Text (.txt) — plain text
- Markdown (.md) — markdown documents
Maximum file size: 5MB
Managing Files
For each file, you can:
- View file details (eye icon)
- Download the file
- Delete the file
Additional details shown:
- File type
- File size
- Number of rows/chunks
- Upload status
- Upload date
- Uploaded by
Tips & Best Practices
- Organize data by using the correct format (structured vs unstructured)
- Use CSV/Excel for large datasets your AI needs to query
- Keep documents clean and well-formatted for better AI understanding
- Regularly update files to keep your knowledge base accurate
Common Mistakes to Avoid
- Uploading large files over 5MB
- Using unstructured files for data that should be in CSV format
- Not organizing files by type when managing large datasets
- Deleting files that are actively used by AI agents