What to upload
Add files when they should ground a session, constrain an answer, or become reusable context for future research.
Papers and reports
PDFs, policy documents, whitepapers, regulatory guidance, and internal research notes.
Datasets
CSV and tabular files that should be interpreted, cleaned, summarized, or prepared for analysis.
Reference material
Protocols, schemas, dictionaries, documentation, and domain-specific background files.
How to use files
Attach files directly in chat when they matter only to the current question. Save them to the library when the same source should be available in future sessions, shared analysis, or generated artifacts.
Mention the file by name
The agent works best when you tell it which file matters: “Use the uploaded enrollment CSV and identify missing fields before building the training split.”
Good hygiene
A little naming discipline makes the library easier for both teammates and the agent to understand.
Use descriptive filenames
Names like trial-cohort-baseline-2026.csv are easier for both teammates and the agent to reason about.
Keep raw and derived files separate
Store original files as immutable references and use experiments for derived tables or cleaned outputs.