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- Locate the File element under the Prompt PluginPrompts section of the palette.
- Drag and drop the File element into the Drop a prompt to here section.
Configure form properties
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To properly integrate and configure the File, set the following fields:
Name | Description | ||||||||
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Message Role | Defines how the content of the file will be treated by the AI agent.
Example: A customer uploads a PDF complaint — the AI should respond as if the user wrote it. | ||||||||
System | The file content is treated as system-level instructions or background information that should guide how the AI responds. Use this when the file contains context, rules, or examples. Example: A PDF with internal company policies that the AI should follow when answering. | ||||||||
Purpose | A clear explanation of what you want the AI to do with the file. This helps the AI understand its intent. | ||||||||
File Type | Specify the type of file being used:
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File Source | Specify where the file will be retrieved from:
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