Attaching Documents & Data to Conversations

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Attaching Content

Nothing reaches the model unless someone puts it there. AI CTRL doesn't search your systems on its own, and it doesn't know anything about your organization until you give it something to work with.

Most of what you'll attach comes from the + button at the bottom left of the chat window.

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From your device

Upload Files

Select one or several files from your computer or phone. A wide range of formats works: PDFs, Word documents, text, spreadsheets, images.

Capture

Uses your device camera. Text inside a photo or a scanned document can be read, so you can photograph a printed page and ask questions about what's on it.

Clear, straight-on images work best. Handwriting, blurry photos, and complex layouts like tables or forms are harder to read accurately, and very large scanned files may not be read at all. If you attach a scan and the model can't find anything in it, that's usually why. Try a sharper image, or split a large file into smaller ones.

Attach a webpage

Paste a URL and the page's text comes into the conversation.

One page, not the site. This reads the single page you give it. It doesn't crawl links or discover subpages, and a wildcard URL will just error. If you need a whole site's worth of content available regularly, that's a conversation about a data connector.

From inside AI CTRL

Three things you've already got on the platform can be pulled into any conversation.

  • Attach Notes: your own scratchpad. Good for text you reference repeatedly: a standing brief, a list, context you'd otherwise retype.
  • Attach Knowledge: curated document libraries, shared across your organization. Rather than everyone uploading the same benefits guide to their own chats, someone maintains one HR Documents collection and everyone attaches it.
  • Reference Chats: bring an earlier chat in as context, along with anything that was attached to it. Useful when you're picking up work from last week rather than starting over.

Type # in the message box to search the collections available to you. You'll only see the ones you've been given access to, so if a colleague mentions a collection you can't find, ask whoever maintains it.

From connected sources

Under the integrations button, depending on how your organization has things set up:

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  • Company documents: found under the tools menu, this integration can point to various document repositories like SharePoint, Google Drive, or Dropbox, depending on your company's configuration. The content stays where it lives; AI CTRL searches it.
  • Web search: pulls current information from the web and attaches the pages it used as sources. This is what you turn on when a question depends on something recent, since the model's own knowledge has a cutoff date.

Spreadsheets work differently

Everything above is converted to text for the model to read. That's fine for documents and a problem for spreadsheets: splitting a sheet into text separates your column headers from your numbers, and the model fills the gap with a guess.

For real spreadsheet work, turn on the Structured Data Tool in the tools menu. It loads the file into an actual table it can query, so calculations and comparisons come back computed rather than estimated.

It isn't a business intelligence platform. But if you live in Excel, it's the difference between a useful answer and a plausible one.

Checking what it used

When an answer draws on something you attached, it includes citations. Click one to see the exact passage it came from.

Worth doing before you act on anything. A citation confirms the answer came from your material rather than the model's general knowledge.

If you don't see an option

Most of these can be switched off, either per model or across your whole deployment. If web search, company documents, or another source isn't there, that's almost always a deliberate configuration choice rather than a fault. Your administrator can tell you what's available and why.

Where to start

Upload a file and ask a question about it. That's the whole idea, and everything else here is a variation on it: the same context, arriving from somewhere more convenient.

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