> File Assistant Guide
How to Use File Assistant Effectively: A Complete Guide
When you upload any file, the system automatically switches to File Assistant. In this assistant, the AI will respond exclusively based on the content within the uploaded files. This ensures that your queries are directed specifically to the information contained in these files, providing precise and relevant responses.
Best Practices for File Assistant Mode
- Upload Relevant Files:
- Upload only documents directly related to your task (e.g., reports, proposals). This reduces noise and improves response accuracy.
- Use Clear, Specific Queries:
- Ask targeted questions like “What's the Q3 marketing budget in Budget_Report.pdf?” instead of vague prompts like “Explain the budget.” Though you can get the response but being specific will make the response tailored to your need.
- Group Files Strategically:
- Combine related files into a Collection (e.g., "Project Alpha: Contracts, Timelines, Budgets") for streamlined access.
- Review AI Responses:
- Cross-check answers against your files. If discrepancies occur, add the relevant files to query by clicking “/” in the query box.
Example Scenario
- Upload: Add Project_Proposal.docx, Data_Report.xlsx, and Reference_Guide.pdf.
- Check Attachments: Verify all three files are enabled in the attachment panel.
- Ask: “What is the total budget listed in Data_Report.xlsx?”
- Review: The AI extracts the budget figure only from Data_Report.xlsx.
- Disable: Turn off Reference_Guide.pdf for subsequent queries.
- Clear/Restore: After completing tasks, use “Clear All” or restore files if needed later.
Conclusion
File Assistant allows you to concentrate on the exact data you need, minimizing irrelevant information and boosting productivity. By following these best practices, you can effectively manage your files and queries, ensuring a seamless and efficient workflow.