Using the File Property

Introduction

Whether you're analyzing a PDF, CSV, Word document, or another supported file type (see full list of supported file types), the process for setting up your agent is the same.

In this guide, we'll use a Confidential Information Memorandum (CIM) as our example, so you can follow along and apply the same steps to your own files.

Watch this quick walkthrough, or follow the steps below to get started.

Step 1: Add a File Property

If you started with the blank agent template, you’ll see a file property included by default. If not, add a new property and set its type to File.

Tip: Rename your file property to something meaningful for your use case. In this example, we’ll name it CIM Document.

Step 2: Upload Your Document

You can upload your file in two ways:

1. Drag and Drop

   • Drag your file from your computer and drop it into the upload area.

2. Use the Dropdown Menu

   • Click the dropdown in the file property field.
   • Choose to upload from your local computer, or reference a file already stored in your Knowledge Hub.

Next Steps

Once your file is uploaded, you can add more properties to configure your agent to analyze the document’s contents. We’ll continue using the CIM example in future guides, but you can follow the same process for any file type.

Next, let's add a text property to extract information from our file!