> File Assistant Guide

Overview

Stop searching through pages of text and start asking questions. When you upload a file to OpenCraft AI, the system automatically activates the File Assistant.

In this mode, the AI creates a "knowledge boundary." It ignores outside internet data and answers your questions exclusively based on the content of your uploaded files. This ensures your answers are precise, relevant, and free from hallucinations.

Best Practices for Accuracy

To get the best results from your documents, follow these four rules:

1. Keep it Relevant

Upload only the documents necessary for your current task (e.g., the specific Q3 Financial Report). Uploading unrelated files adds "noise" that can distract the AI from finding the specific data you need.

2. Be Specific

Generic questions get generic answers. Instead of asking "Explain the budget," try asking:

"What is the total marketing spend listed in the Q3_Budget.xlsx file?"

3. Use Collections

If you frequently reference the same group of files (e.g., "Project Alpha Contracts"), save them as a Collection. This allows you to load the entire context instantly without re-uploading.

4. Verify the Source

If an answer seems off, you can guide the AI. Click the "/" key in the query box to explicitly select which file the AI should look at for the next answer.

Workflow Example

Here is how a typical session works when analyzing multiple documents:

  1. Upload: You drag and drop Project_Proposal.docx, Data_Report.xlsx, and Reference_Guide.pdf.
  2. Verify: You check the attachment panel to ensure all three files are active.
  3. Ask: You type, "What is the total budget listed in Data_Report.xlsx?"
  4. Result: The AI ignores the PDF and Word doc, extracting the figure solely from the Excel sheet.
  5. Refine: You disable Reference_Guide.pdf in the panel to focus the next questions purely on the proposal and data.
  6. Cleanup: When finished, you click "Clear All" to return the AI to its standard chat mode.

Conclusion

File Assistant is the fastest way to extract insights from your own data. By isolating the AI's focus to your uploads, you eliminate noise and ensure every answer is backed by your documents.