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When to attach a file to a chat or an agent chat:
  • There is a small number of files
  • The file(s) is/are relatively short
  • You use the file only once or only in one chat
  • You want the model to read the full file as plain text, for example when exact wording matters
When to add a file in the agent knowledge:
  • There is a small number of files
  • The file(s) is/are relatively short
  • You want to use the file regularly in the agent
  • You want to use a local upload regularly, and the file does not change often
  • You want an integration file that updates daily and can be refreshed manually by an Agent editor
When to use a Knowledge base or Folder Sync:
  • There is a large number of files
  • The files are very long
  • You only need specific sections of the files for a prompt, not the entire files
    • For example: You have built an FAQ agent and attached documentation to it. For each prompt, only some topics are needed and only the relevant sections are used to answer the request.
Use a Knowledge base for uploaded collections you manage in the Library. Use Folder Sync when content from SharePoint, Google Drive, OneDrive, or Confluence Cloud should update automatically.