Use Attachments With Agents

Attachments give an agent extra source material for one conversation. Use them for briefs, screenshots, contracts, notes, exports, or customer files that the agent should review.

Add Attachments

1. Open Agents.
2. Start or continue a thread.
3. Attach files with the attachment control or paste an image into the composer.
4. Explain what each attachment is and what the agent should do with it.
5. Send the prompt.

The composer accepts a limited number of attachments per message. If you have many files, attach only the files needed for the question.

Write Attachment Prompts

Name the attachment in your prompt and describe the expected output.

Example:

Use the attached onboarding notes to draft a client update. Keep unresolved
questions separate from confirmed progress.

Do not assume the agent knows which attachment matters when several files are present.

Sensitive Files

Only attach sensitive files when the conversation needs them. Avoid attaching unrelated HR, finance, contract, or customer files because they can influence the response and may expose information to users reviewing the thread.

Never attach or paste passwords, private API keys, payment credentials, or secrets. Store credentials in the proper integration or settings area instead.

Review Attachment-Based Answers

Before using an answer based on attachments, confirm:

• the attachment was the correct file and version;
• the agent did not miss pages, rows, or sections;
• dates, amounts, names, and obligations match the source;
• any customer-facing wording is reviewed by a human.

Related Docs

• Start An Agent Conversation
• Files
• Share Files With Customers