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Manage Files

Upload and organize files that Agent X uses to answer questions about your organization.

Files can be assigned to specific roles to control access and ensure users only see information relevant to them.

Uploading Files​

  1. Open the Files tab on the Agent X page
  2. Click Upload file button
  3. Select files from your computer (up to 300MB each)
  4. Assign to role(s):
    • Select which roles can access this file
    • Multiple roles can be assigned
    • Leave unassigned for organization-wide access
  5. Files are indexed and ready for Agent X to use

Role-Based Access​

How It Works

  • Each file can be assigned to one or more roles
  • Only users with matching roles can access those files
  • Agent X only uses files the user has permission to see

Available Roles

  • member — General organization members
  • sales_admin — Sales administrators
  • sales_engineer — Sales engineering team
  • sales_manager — Sales management

Use Cases

  • Sensitive documents — Assign to specific roles only (e.g., financial reports to sales_admin)
  • Team-specific files — Assign to relevant roles (e.g., technical specs to sales_engineer)
  • Public knowledge — Leave unassigned for organization-wide access

Supported File Types​

Agent X supports common document formats:

  • Documents: PDF (.pdf), Word (.doc, .docx), Text (.txt), Markdown (.md)
  • Spreadsheets: Excel (.xls, .xlsx), CSV (.csv)
  • Data: JSON (.json)

Other formats may not be indexed or searchable.

Managing Files​

View Files

  • See all files you have access to
  • Each file card shows:
    • File name and type
    • Assigned roles
    • File size

Edit Access

  • Click Edit on any file card
  • Change which roles can see the file
  • Add or remove role assignments
  • Changes take effect immediately

Delete Files

  • Click the info icon (ⓘ) on file card
  • Select delete option
  • Permanently removes file from Agent X's knowledge base

How Agent X Uses Files​

When you ask Agent X a question (via the Search Uploads tool, or when it decides a file search is relevant):

  1. Agent X checks which files you have access to (based on your roles)
  2. Searches only those files for relevant information
  3. Answers using context from files you're permitted to see

This ensures users only get answers based on information they should have access to.

Best Practices​

Organization

  • Use clear, descriptive filenames
  • Group related files by role assignment
  • Keep files up to date — remove old versions

Security

  • Assign sensitive files to appropriate roles only
  • Audit file access periodically
  • Don't upload credentials, API keys, or personal data

Content Quality

  • Upload structured, well-formatted documents
  • Avoid duplicate information across files
  • Keep file sizes reasonable (under 10MB per file recommended)

File Size Limits​

  • Maximum file size: 300MB per file
  • Recommended: Keep files under 10MB for optimal performance
  • Large files take longer to index and search