Use the File Upload tool for a situation where you want to feed additional documents, information, or context to your AI agent. The AI agent will leverage the uploaded file during runtime to help complete its assigned task or objective.
It's important to note that this tool is configured by the AI Agent Admin [sn_aia.admin] role, thus the file will be pre-uploaded for processing. This is not designed to be a tool that ingests a file from the client (like in the case of asking a client to add an attachment).
Agent Configuration
To get started, set up your AI agent. Make sure to mention in the instructions how you want your AI agent to use the data you intend to add in your File upload.
Under Add tools and information, select Add tool > File upload. Enter the Tool Name and Tool Description, then select a file to upload. Note the limitations for the file size at 5 MB, and the acceptable formats of DOCX, PDF, or TXT.
Under Define security controls, enter the roles that you want to have access to the AI agent, and the roles that can the AI agent can use for data access. By default, File upload data is stored on a table that requires sn_aia.admin or sn_aia.viewer roles.
After saving, you should see the Tool get added, and content extraction begin. This could take up to a few minutes depending on the content type and size of your file. Eventually, the Status should show as Extracted:
Testing
Click through the rest of the AI agent configuration, and then test the File upload tool in a manual test:
File Upload Architecture
Behind the scenes, File upload will store your file in the AI Agent Tool Document [sn_aia_agent_tool_document] table:
The extracted data will live in the Content [data] field. Be aware of the existing ACLs on this table, which you should consider for your AI agent role access:
During runtime, the uploaded file's extracted content will then be parsed using AI Search. There's no default AI Search Search Application associated to File upload, but you can view the AI Agent Document Search Profile, which is associated to the AI Agent Document Tool Source Search Source:
Full documentation here (Zurich).
