When do I attach a file to a chat, when to an agent, and when do I use a Knowledge Hub folder?

Learn when to attach files directly to chats or agents versus using Knowledge Hub folders, based on file quantity, length, and usage frequency.

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

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

• The file does not change often (maybe every few days), so it is not too much effort to attach it again to the agent

When to use a Knowledge Hub folder:

• 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 via a Knowledge Hub folder. For each prompt, only some topics are needed and only the relevant sections are retrieved to answer the request.

For more on how attachments and Knowledge Hub folders process documents, see how attachments differ from folders.