Add files, datasets and pictures to an AI Agent chat
Click + (Add data) in the agent's message box to put a dataset, a file, a connection or other data on your message. Upload, Connect and More are shown only to people who can add data to the workspace.
Choose data from the Add data tabs
| Tab | What you do |
|---|---|
| Library | Pick a dataset or view from the chat's project ("Search datasets and views in Sales…"). It lists Recent ones; type 3 letters or more to search. Add puts it on the message as a chip; Browse all… opens the full picker. Shown when the project has data. |
| Upload | Drop a file, or click Choose a file. "CSV, Excel, PDF and more. ⌘U opens this from the message box." |
| Connect | Pick from Sources or Your connections ("Search sources…"). The agent starts connecting it, for example with the message "Connect HubSpot". |
| More | Paste rows ("Rows from a spreadsheet or an email"), Public data ("Census, weather, prices and more") and Sample data ("Ready datasets to try things on") |
| Option under More | What happens |
|---|---|
| Paste rows | Paste rows with the header row first, tab or comma separated, and click Add rows. "The rows upload as a CSV and go with your next message." |
| Public data | Sends "Find public data for me". The agent shows each public dataset it finds with its rows, columns and date range. Click Import, or Import last N days where offered (for example, Import last 30 days; the number depends on the source). A set too large says so: "Too large to import here (2,400,000 rows). Open it on data.example.gov to download a filtered part." |
| Sample data | Pick a theme, then a sample. It's added to the project and goes on the message as a chip. |
You can also drag a file onto the message box ("Drop a file to upload it") or press ⌘U (Ctrl+U).
Where an uploaded file goes
An uploaded file goes into the chat's project, and the agent picks it up from there: "orders.csv added to Sales". If the chat covers no single project, Mammoth asks "Which project should this file go to?" Pick one and click Upload here. Several files upload one at a time; each chip shows its progress, and × cancels one.
Add pictures and documents for the agent to read
Pictures and documents you add in the message box are read by the agent, not imported. Say what each one is for (a picture's box suggests "Say what this is for…"), or the agent asks. You can add 5 per message ("5 pictures per message. The rest weren't added.").
| Kind | Accepted | Notes |
|---|---|---|
| Pictures | PNG, JPEG, GIF or WebP, up to 2 MB | Paste, drop or upload. Large pictures are scaled down first. Otherwise: "This picture can't be used (PNG, JPEG, GIF or WebP, up to 2 MB)." |
| Documents | PDF, Word or PowerPoint, up to 20 MB, no password | The chip shows the length, for example "12 pages", or "212 pages · I'll read the first 50". Otherwise: "This file can't be read (PDF, Word or PowerPoint, up to 20 MB, no password)." |
- A document's tables reach the Data Library only when you ask the agent to save them. See Read PDFs and workbooks.
- On each message the agent looks again at the 6 newest pictures and the 3 newest documents in the chat. Older ones are only named, so add a file again if you need it read again.
Troubleshooting uploads
| Message | What it means |
|---|---|
| "orders.csv was flagged as unsafe and was not uploaded." | The file failed a safety check |
| "orders.csv is not a supported file type." | Mammoth can't read this kind of file |
| "orders.csv could not be uploaded. Try again." | The upload failed. Click Retry on the chip. |
| "orders.csv uploaded but could not be processed." | The file arrived but couldn't be read as data |
| "orders.csv uploaded, but the assistant is busy. Send a message to continue." | The file is in the project. Send a message to tell the agent. |
Related
- Chat with the agent: the message box and replies.
- Combine datasets and read files: what the agent does with a PDF or workbook it imports.
- What the AI Agent can do: the work you can ask for once your data is in.
- Limits and quotas: every AI Agent limit.
Something wrong? support@mammoth.io