Documents
Documents overview
Every type of document an agent can hold, and how to find them.
Documents are what agents work on. Each belongs to an agent or task, and that agent's chat can read it.
The Computer panel
An agent's documents live in its Computer panel, beside the chat. If the panel is hidden, click the computer icon at the top right.
Icons along the panel's top switch tabs. Hover one to see its name:
- Documents, the agent's documents and folders
- Skills, its skills
- Channels, where you can message it from, such as Telegram
- Subscribe, the agents it subscribes to
The Search field sits under the tabs.
Open a document and it shows beside the list. To give it more room, hide the list with Hide documents sidebar.
Document types
Each name below is how the ⊕ menu spells it. Artifact is the one type only the agent makes.
| Type | What it is | Guide |
|---|---|---|
| Note | Rich text, edited together | Notes |
| Uploaded, or made by the agent and still editable | ||
| Image | A photo or picture the agent can read | Images |
| Book | Tables the agent keeps for one job, marked Beta | Books |
| Sheet (from CSV/Excel) | An uploaded Excel or CSV file, view only | Excel/CSV |
| Word (.docx) | An uploaded Word file, view only | Word |
| PowerPoint (.pptx, .ppt) | An uploaded deck, view only | Word |
| Audio | A recording with its transcript | Audio |
| Video | Marked Coming soon | |
| Code | A script or text file, edited together | Code |
| Connect S3 | Copies files in from Amazon S3 | Creating and uploading |
| Artifact | A page or dashboard the agent builds | UI artifacts |
Use notes for words, a Book or an Excel file for numbers, and PDFs for final copies. To make or upload any of them, see Creating and uploading. To change them, see Editing.
A Browser tab, where you watch the agent use its own web browser, is not available yet. See Browser.
Sorting
The ⋯ menu on the Documents heading sorts by latest, by name, by doc type or by task. Sorting by doc type groups rows under each type's name. The same menu collapses or opens every folder at once.
Favourites stay at the top in every sort. To add one, choose Favourite in a row's ⋯ menu.
Finding things
Search finds documents by title. Open it with ⌘K, or the Search field in the Computer panel. Choose Deep search to match their contents. Opened on an agent, it searches only that agent. Press Backspace to search everywhere.
Before you type, it lists recent agents and documents.
Ask the agent
The agent searches first, then reads. Questions like these work:
- Do we have anything on the Hillview account?
- What does the March statement say about bank charges?
- Across all six contracts, which have a break clause?
It searches the agent's documents and any it subscribes to. Its answer cites what it read, and Turn details shows which files it opened.
If it can't find something, the document probably lives in another agent. See What your agent sees.
Uploaded Office files show View only, and the agent makes any changes. On an agent shared with you as a viewer, documents show Viewer, Cannot Edit.