Note:
Privacy: Filenames and metadata of uploaded files remain completely unreadable by the platform or system.
Context Utilisation: Files uploaded by the tool creator serve as the primary grounding context for all subsequent chat responses.
Example: A Personal Finance Tutor tool preloaded with finance documents will reference that specific data when responding to user queries.
Token Consumption: File size does not directly correlate to token usage. Files featuring images, tables, or complex layouts often require significantly more tokens to process than plain, text-only documents.
Step 1: Click on Chat & Model.
Step 2: Select the AI Model from the AI model / Index dropdown menu.
Note: There are 2 AI models available for File Chat:
🔶 OpenAI | GPT-4o | 📁 File Chat 2.0 (Beta)
🔶 OpenAI | GPT-4.1 | 📁 File Chat 2.0 (Beta)
Note: When selecting the File Chat model, toggle options for User File Input and Tool Knowledge File are available under the Form Inputs and Chat and Model tabs, respectively. Either file option can be selected as needed.
To use both file types simultaneously, specific context variables must be referenced in the prompt so the LLM can differentiate between them.
User File Input: Referenced as {user_context_files}
Tool Knowledge File: Referenced as {tool_context_files}
Step 3: Toggle on the Tool's Knowledge Files Placement Field slider.
Step 4: Select Click to select from tool's file container (required) to upload the files for use as context.
Step 5: Select Upload a new file into your tool container to add files.
File Upload Guidelines:
Maximum file size: 32 MB per file
Maximum stored files: 20 files total
Allowed file types:
Documents & Code: .pdf, .docx, .xlsx, .pptx, .csv, .txt, .md, .json, .html, .py, .js, .c, .cpp
Images: .png, .jpg, .jpeg, .webp, .heic, .gif, .ico
Audio & Video: .mp4, .mov, .mpeg, .avi, .mp3, .wav, .aac, .flac (Coming Soon)
Step 6: Click the Upload File button.
Outcome: A pop-up notice will be displayed once the file has been successfully uploaded.
Step 7: Repeat Step 5 and 6 to upload more files into the file container. (If Required)
Note:
To delete a file from the file container:
Click the bin icon next to the file.
A pop-up notice will be displayed once the file have been successfully deleted.
Step 8: Click outside the pop-up window to close it.
Outcome: The file uploaded will be displayed.
Step 9: Click to copy the Tool Knowledge File reference {tool_context_files} and paste it into your prompt where needed.
Step 10: Click Save Changes.
Note:
To disable the Tool Knowledge File, follow the steps:
Toggle off the Tool Knowledge File slider and edit the prompts to remove the Tool Knowledge File reference.
Click Save Changes.
Option to continue to Media Tags for instructions on incorporating media links into your tool,
or
Proceed to Using Capability Tools with File Chat to access the guide on using the tool with the File Chat (User File Upload) feature.