Choose a suitable file
Supported documents include PDF, Word, Excel, CSV, plain text and Markdown. Common image types include GIF, JPEG/JPG, PNG and WebP. HTML and SVG are not accepted.
For a first practice question, use a short, non-sensitive document containing facts you understand. For example, ask for a summary of that document.
Find the attachment action
Already in the intended agent’s chat or widget? Continue with Attach the file. To use the main app:- Open Chat, or select Chat in the sidebar.
- Select the agent you want to ask.
- Continue with Attach the file.
Attach the file
Beside the message box, the plus menu is labelled Add context or attachments. It offers Add files in the main chat and Add files or photos in the widget. Some layouts show Attach file directly.- Open the plus menu, if your layout uses it.
- Select Add files, Add files or photos, or the direct Attach file action shown in your chat.
- Choose your file in the device’s file picker.
- Read the Privacy Notice if it appears.
- Select Upload if the notice asks you to confirm.
- Wait for uploading and processing to finish.
- Check the attachment shown beside your message.
- Type a specific question about its content.
- Select the arrow button labelled Send message, or press Enter.
- Wait for the response.
Understand where the file goes
A chat attachment belongs to the conversation. Some agents also share a copy with their creator; the upload notice explains when this happens. Read it before uploading personal or confidential material. Removing an unsent attachment from the message is different from deleting a stored upload. In a widget, Account → Your uploaded files offers deletion where available. See Files visitors send you for that process. To give an agent reusable knowledge, follow Upload files to your agent.If the file is not ready or the answer misses it
- The upload failed: use the attachment’s offered retry action, or remove the unwanted attachment before sending.
- The file was rejected: check its type, size and the displayed limit.
- The conversation is at its stored limit: follow Start a new conversation at the stored limit for your main-app or widget chat.
- The attachment action is absent: the agent may not allow uploads.
- The answer ignores a completed upload: ask a direct question about the attached content.
Start a new conversation at the stored limit
Starting fresh is for a new task. It does not establish that earlier stored uploads were erased. Removing a draft attachment chip also does not confirm erasure of earlier stored files. In the main app: follow Start a fresh topic using the chat-navigation sidebar. Then return to Attach the file for your new question. In a website widget: use the menu beside its message box.- Wait for any current reply to finish.
- Open the plus menu labelled Add context or attachments.
- Select New conversation when available.
- Check that the earlier conversation’s messages are no longer shown and the message box is empty.
- Return to Attach the file to add the file for your new question.