When do I attach a file to a chat, when to an agent and when do I use a folder?

Learn when to attach files directly to chats or agents versus using folders based on file quantity, length, and usage frequency.

When to attach a file to a chat or an agent chat:

• There is a small number of files

• The file(s) is/are relatively short

• You use the file only once or only in one chat

When to add a file in the agent knowledge:

• There is a small number of files

• The file(s) is/are relatively short

• You want to use the file regularly in the agent

• The file does not change often (maybe every few days), so it is not too much effort to attach it again to the agent

When to use folders:

• There is a large number of files

• The files are very long

• You only need specific sections of the files for a prompt, not the entire files

  • For example: You have built an FAQ agent and attached documentation to it. For each prompt, only some topics are needed and only the relevant sections are used to answer the request.

To find out more about the functionality of the different features, please refer to the next section.