Attach a document
Open the relevant conversation in Agent.
Select the paperclip beside the message box.
Choose a file and wait for the green check mark.
Write your instructions and send the message.
Repeat to attach additional files.
Supported formats: PDF, Word (.docx), text, CSV, Excel (.xlsx/.xls), JSON, PNG and JPEG. The maximum size is 10 MB per file.
What kind of data get's good results?
1️⃣ Exports of performance data from advertising accounts
2️⃣ Client or prospect call recordings, emails and notes
3️⃣ Client briefs or strategy docs
Explain how to use it
Tell the Agent what the document contains, which sections matter and how it relates to the company you’re investigating.
Here are a few examples 👇
1️⃣ Use the attached agency capabilities document to identify which of our services address the opportunities found in this company’s profile.
2️⃣ Compare the priorities in this client brief with the company’s website messaging. Highlight gaps and suggest questions for our next meeting.
3️⃣ Use this performance export alongside the advertising profile of my client and it's competitors. Keep our actual results separate from publicly available estimates.
If you attach several files, refer to them by filename.
Check what was understood
Ask the Agent to summarise the relevant material before drawing conclusions:
Summarise the priorities in the attached brief and identify anything unclear or missing.
For important findings, request supporting passages or figures. Long documents may be shortened during processing, so upload focused extracts when a particular section matters. Prefer selectable text over scanned pages.
Remove or retry a file
Select the × beside a filename to remove it from the conversation.
If a file shows an error, check its format and size, then try uploading it again.
Only upload information you’re authorised to share, and remove unnecessary personal or confidential details first.