1. Chat

Work with files in Chat

Important

The new Agentic studio UI is being rolled out in phases. Your organization may not see the updated UI and related features yet. It will become available when your environment is included in the rollout.

Each chat has a chat workspace where you can upload existing files or create new files and folders. Files in the workspace can provide additional context and store outputs created during the conversation.

Agents with access to the chat workspace can use these files while working. Depending on their configured access, agents can read workspace files or create, update, and delete them.

Upload a file

Upload an existing file to make its content available in the chat workspace.

Note

Supported file types include .md, .markdown, .txt, .json, .jsonl, .csv, .tsv, .yaml, .yml, .xml, .toml, .html, .htm, .css, .js, .mjs, .cjs, .jsx, .ts, .tsx, .py, .sql, .sh, .bash, .log, and .ini.

To upload a file:

  1. Open the Chat page.
  2. Open the chat you want to work with.
  3. In the Files pane, click Upload.
  4. Select the file you want to add.

The file is added to the chat workspace and is available to agents that have access to it.

Create a file

Create a text-based file directly in the chat workspace.

Note

You can create text-based files up to 1 MiB. Supported file types include .md, .markdown, .txt, .json, .jsonl, .csv, .tsv, .yaml, .yml, .xml, .toml, .html, .htm, .css, .js, .mjs, .cjs, .jsx, .ts, .tsx, .py, .sql, .sh, .bash, .log, and .ini.

To create a file:

  1. Open the Chat page.
  2. Open the chat you want to work with.
  3. In the Files pane, click New file.
  4. In the New file dialog, in the File name field, enter the file name and extension, for example, notes.md.
    • To create the file in a subfolder, include the folder path, for example, docs/notes.md.
  5. Click Create file.

The file is created in the workspace root or in the specified subfolder, and opens for editing.

Create a folder

Use folders to organize files in the chat workspace. You can also create nested folders.

To create a folder:

  1. Open the Chat page.
  2. Open the chat you want to work with.
  3. In the Files pane, click New folder.
  4. Enter a name for the folder.
    • To create a nested folder, include the folder path, for example, docs/reference.
  5. Click Create folder.

The folder is created in the workspace root or as a nested folder in the specified path.

To move a file or folder, select it in the Files pane, click Move selected to another folder , and choose the destination folder.

View or edit a file

Open a file to review or update its contents.

To view or edit a file:

  1. Open the Chat page.
  2. Open the chat you want to work with.
  3. In the Files pane, select the file.

The file opens in the workspace, where you can view or edit its contents.

Delete a file or folder

Delete a file or folder when it is no longer needed in the chat workspace.

Warning

Deleting a file or folder cannot be undone.

To delete a file or folder:

  1. Open the Chat page.
  2. Open the chat you want to work with.
  3. In the Files pane, select the file or folder.
  4. Click Delete selected .
  5. In the dialog, click Delete to confirm.

The selected file or folder is permanently removed from the chat workspace.

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