Attaching files in chat

Sometimes you just want your assistant to look at a file for a single question — compare it against something, or ask about a document you won't need again. Attaching it in chat is faster than importing it as data, and it only applies to this conversation: the file isn't imported, and it doesn't change what your assistant permanently knows. For data your assistant should keep knowing about, see Adding your data.

Attach a file

Click the paperclip

In the message box, click the paperclip icon.

Message box with the paperclip attach button highlighted

Pick your file

Choose a CSV or Excel file (.csv, .xlsx, .xls). You can attach up to 3 files at once, up to 15 MB each.

Review the attachment

The file appears as a chip above the message box. Click the × on a chip to remove it before sending.

Attached file shown as a chip above the message box, with a remove (x) control

Type your question and send

Write your question and send the message. The attached files upload together with it.

If a file fails to upload, the message won't send — so your assistant never answers about a file it didn't actually receive. Try sending again, or remove and re-attach the file.

Attachment vs. adding data

Attach in chat — temporary, for this conversation only. Nothing is saved for future chats or other teammates.
Add data — permanent, becomes part of your data. Available to the assistant going forward, and visible to every teammate who can use it.

Chatting

Back to the basics of chatting.

Adding your data

Import a file permanently instead.