The Files section lets you add and manage the content your AI agents can use.

You can work with both:

Documents for written knowledge such as guides, FAQs, policies, and articles
Data Files for structured information such as spreadsheets, tables, pricing, and lookup data

The Files page also gives you separate views for Documents, PDFs, and Data Files so larger knowledge libraries are easier to manage.

How to access Files

Go to the top-right corner of the platform.
Click your account name.
Select Files from the dropdown menu.

File categories

At the top of the Files page, you can switch between different views.

All Files

Shows every file and content source in one place.

Documents

Use Documents for written or unstructured knowledge.

Common examples include:

Word documents
Text files
Markdown files
Written articles

Documents are useful for:

Help content
FAQs
Policies
Guides
Service information
General knowledge your AI agent should search

PDFs

The PDFs tab gives you a dedicated view of uploaded PDF documents.

This is useful when you manage manuals, brochures, policies, reports, or other PDF-based knowledge.

Data Files

Use Data Files for structured information.

Common examples include:

CSV files
Excel spreadsheets

Data Files are useful for:

Pricing tables
Product or service data
Inventory
Lookup tables
Structured reference data
Other row-based datasets

Add files and content

Click + Add Files to choose how you want to add content.

Current options can include:

From your computer

Upload a file stored on your computer.

Select the file and wait for AskHandle to process it.

Write an article

Use Write an article when you want to create written knowledge directly in AskHandle instead of uploading a separate document.

This is useful for content such as:

FAQs
Policies
Internal guidance
Product or service information
Short help articles

Google Drive

Choose Google Drive to add content from your connected Google Drive.

Use this when the source file already lives in Drive and you want to bring it into AskHandle without downloading and uploading it manually.

Notion

Choose Notion to add supported content from your connected Notion workspace.

Other cloud sources

The Add Files menu may also show additional cloud storage options as they become available.

Supported file types

AskHandle supports common document and structured-data formats, including:

PDF (.pdf)
Word (.docx, .doc)
Text (.txt)
Markdown (.md)
CSV (.csv)
Excel (.xlsx, .xls)

Use document formats for written knowledge and CSV or Excel when the information is naturally structured as rows and columns.

What you can see for each file

The Files table can show information such as:

File name
Type
Size
Pages
Rows or chunks
Processing status
Uploaded by
Upload date

This helps you quickly understand what kind of content is stored and whether it is ready to use.

File status

After a file is added, AskHandle processes it before it becomes available.

When processing is complete, the file status shows Ready.

If a file is still processing, wait until the status changes before relying on it in your AI agent.

Managing files

Available actions can include:

View the file or its details
Download the file
Delete the file

Use the action icons on the right side of each file row.

Before deleting a file, make sure it is no longer needed by any AI agent or workflow that depends on it.

Choosing Documents vs. Data Files

Use Documents when the AI needs to search and understand written content.

Examples:

“What is our cancellation policy?”
“What services do we offer?”
“What does this manual say about installation?”

Use Data Files when the AI needs to work with structured values.

Examples:

Product prices
Store IDs
Vehicle data
Insurance factors
Inventory
Reference tables

Choosing the right format makes the information easier for the AI agent to use correctly.

Tips for managing your files

Keep written documents clear and well structured.
Use spreadsheets or CSV files for large structured datasets.
Keep source files up to date when business information changes.
Use the Documents, PDFs, and Data Files tabs to find content more quickly.
Check that newly added files reach Ready status before testing your AI agent.
Avoid deleting files that are still being used by active AI agents.