> For the complete documentation index, see [llms.txt](https://docs.coherent.global/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coherent.global/assistant/agent/using-files-and-attachments.md).
# Using files and attachments
Agent can use attached files as part of a conversation. Attachments are helpful when the information Agent needs is not already in the open workbook.
Attached files stay on your device. Agent reads the parts needed for your request and sends only the relevant information needed for the AI response.
Attach files to an Agent message
## Supported file types
Agent can work with common workbook, data, document, text, and image files. Examples include Excel workbooks, CSV files, JSON files, PDFs, Word documents, text files, and screenshots.
File support can vary by your organization's configuration and by the size or complexity of the file. If Agent cannot read a file, try a smaller export, a clearer screenshot, or a more focused prompt.
## When to attach files
Use attachments when you want Agent to use information outside the open workbook. Common examples include:
* Comparing two versions of a workbook.
* Analyzing a source file that is not open in Excel.
* Using a document as background information.
* Reviewing data from a CSV or JSON file.
* Explaining a screenshot or image.
* Reconciling workbook content against another file.
Attachments work best when you tell Agent exactly how each file should be used. For example, say whether an attached workbook is the prior version, the target version, or supporting evidence.
## How to refer to attachments
If you attach more than one file, mention the file name in your request. You can also type `@` to select from available attachments.
Examples:
* "Compare `May forecast.xlsx` with the open workbook."
* "Use the attached PDF as background and summarize the assumptions in this sheet."
* "Read `transactions.csv` and tell me which columns look useful for a revenue analysis."
* "Use `policy.docx` as the source of rules and check whether the workbook follows them."
## Keep requests focused
Large files can contain more information than Agent needs for a single answer. If the first response is too broad, ask Agent to focus on a specific sheet, section, page, range, or column.
For example:
> In `transactions.csv`, focus only on customer, invoice date, amount, and status. Summarize overdue amounts by customer.
## Privacy and review
Agent uses the relevant parts of attachments for your request rather than uploading the full file by default. Do not attach sensitive files unless your organization allows that use.
For more detail, see [AI Guidelines](/assistant/agent/ai-guidelines.md).
## Tips
* Tell Agent which file to use if you attach more than one.
* Include the desired answer format in your request.
* Reattach a file if Agent says it cannot find it.
* Ask for a summary first when an attachment is large or unfamiliar.
* Ask Agent to cite file names, pages, sheets, or columns when the source matters.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.coherent.global/assistant/agent/using-files-and-attachments.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.