A file is a document, image, spreadsheet, or PDF in your workspace. Files are how documents and media move into and out of your agents. Your team uploads them, you create them in the editor, or a workflow produces them, and they all live in one store shared across the workspace.
Files live in the Library tab of Team spaces (older versions of Agent Serve called it Files). Any workflow can read a file or produce one. You might upload a contract for an agent to review, generate a report from a table, or hand a workflow the document it needs to answer a question.
Working in the Library
- Views. Switch between All items, Uploaded by you, Pinned, and Shared links, and between a list and a grid.
- Filters. Filter by type (Documents, Images, Audio, Video) and by size (Small, under 1 MB; Medium, 1–10 MB; Large, over 10 MB).
- Organize. Create folders, drag and drop files in, unzip an archive in place, pin the files you use most, and Move to another folder.
- Act on a file. Download, Rename, Share, Delete, or Pin from a file's menu. Sharing can be public, password-protected, limited to email addresses, or limited to SSO, depending on what your admins allow.
- Preview and edit. PDF, DOCX, PPTX, XLSX, CSV, images, Markdown (with a rich editor), and Mermaid diagrams open in the app.
The command palette offers New file, New folder, and Upload while you are in the Library.
How files fit the workspace
- Workflows read files, like a PDF to summarize, and produce them, like a rendered report. See using files in workflows.
- Knowledge bases are built from files you upload, turning their contents into searchable memory.
- Deployments can take a file as input and return one as output.
- Relays can learn from Library files, and attach them to emails they send after your approval.
- Call Compliance saves uploaded call transcripts to a Transcripts folder in the Library.
Use a file when the document or media itself is what matters. Use a table when you need structured rows and fields, and a knowledge base when an agent needs to search across many documents.