🛠️ How-to guide · Last updated: September 17, 2026

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WHAT IT DOES

Files is workspace-wide file storage — upload and organize files your agents and content can reference at runtime. It's for assets served as-is (a form, an image, a script), which is different from Sources, where content is ingested and searched.

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Before you start

Anyone in the workspace can browse and download files; uploading and managing them needs a role that can edit knowledge — Editor, Content Manager, Publisher, or Admin (see Roles & Permissions).

What you'll see

A browsable folder tree of your workspace files, with columns for Name, number of Files (for folders), Size, Last Updated, and Actions. Search across files, and use the breadcrumb to move between folders.

Resources, Files — workspace file storage in folders, each item with its size and last-updated, plus download, copy-URL, and manage actions.

Adding and organizing files

• Upload — add files into the current folder (or use Upload into folder on a folder row).
• New folder — group related files (e.g. Policies, Service Request Forms).

Managing files

Each file offers Download, View, Copy URL (to reference it elsewhere), Rename, Move, and Delete; folders can be renamed, moved, or deleted. Select several at once to delete in bulk.

<aside> ⭐ TIP

Organize files into clear folders (Policies, Forms) from the start — then Copy URL on any file to drop a stable link into an agent, a card, or a message.

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Files vs. Sources

• Files (here) — raw assets, stored and served as-is; agents reference them by URL.
• Sources — documents and pages ingested into a Knowledge Bases and searched to answer questions.

Use Files for things an agent should link to or display; use Sources for things an agent should learn from.

FAQ

• How is this different from Sources? Files are stored and served unchanged; Sources are chunked, indexed, and searched. Different jobs.
• Can agents use these files? Yes — copy a file's URL and reference it where you need it.