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Available on: All plans | Role: Admin+ | Status: Generally Available

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Overview

File upload is the simplest way to add documents to your AI. Upload files from your computer and they’re immediately queued for processing — no external accounts or OAuth required.

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How to Upload Files

1

Go to Data Connections

Navigate to Workspace > Data Connections and select your file upload connection (or create one if none exists).
2

Open the Documents Tab

Switch to the Documents tab and click Add Docs.
3

Select and Configure Files

Choose files from your computer. For each file, optionally configure:
  • Namespace — Organizational grouping
  • Permission Level — Who can access this document
  • Tags — Custom key-value metadata
  • Processing Options — Image processing, table extraction
4

Upload and Monitor

Click Submit to start uploading. The progress tracker shows per-file and overall progress. Documents appear in the list as they’re processed.

Start uploading files →

Open Data Connections in your workspace and upload your first files

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Supported Formats

CategoryFile Types
DocumentsPDF, DOCX, DOC, TXT, RTF, ODT
SpreadsheetsXLSX, XLS, CSV
PresentationsPPTX, PPT
WebHTML, HTM
CodeMD, JSON, XML, YAML
ImagesPNG, JPG, JPEG, GIF, SVG

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Processing Status

After upload, each document goes through:
  1. Queued — Waiting in the processing queue
  2. Ingesting — Being chunked and embedded into the vector database
  3. Ingested — Ready for AI to use in conversations
  4. Failed — Processing error (hover for details)
Real-time status updates are delivered via WebSocket, so you’ll see progress without refreshing.