Select Files to Chat

2 min read

Select Files to Chat — Focus the AI on specific Knowledge Base documents to get faster, more accurate, and highly relevant answers.

Overview

Select Files to Chat lets you choose which documents from the Knowledge Base the assistant draws on when answering your questions. Instead of searching across everything, you point the AI to exactly what's relevant — resulting in faster, more accurate, and more focused responses.

Who is this for?

This feature is particularly useful for:

Role	How they benefit
All users	Get precise answers grounded in specific documents rather than the entire Knowledge Base.
Knowledge admins	Manage document access and control which content is used as context.
Teams with large Knowledge Bases	Avoid noise from irrelevant or outdated content by scoping the search.
Portfolio managers	Work within the model's token and page limits by narrowing context to only the files that matter.

Benefits

Benefit	What it means for you
Focused responses	The assistant only considers the documents you select, improving accuracy and relevance.
Less noise	No more sifting through outdated or unrelated materials to find the answer you need.
Tailored context	Scope the assistant's knowledge to exactly what matters — a specific project, report, or the latest market updates.

Use cases

Use case	Example
Document summarization	Select a specific report or set of files and ask the AI to summarize or compare them.
Market updates	Narrow the context to the latest ingested market files to get timely, targeted answers.
Large Knowledge Base navigation	Filter down to a relevant folder to avoid irrelevant or outdated results.

Step-by-step guide

Step 1: Upload your files (optional, Knowledge Admins only)

Navigate to the Knowledge Base.
Upload the documents you want the assistant to use. They will automatically appear in the side panel for selection.

Step 2: Start a new chat

Go to your Unique AI space.
Select the Internal Search tool.
The Internal Files side panel opens automatically.

Step 3: Select your documents

Browse the available documents. By default, all documents are included when Internal Search is active.
To narrow the context, select specific folders or individual files. Selecting a folder includes all its contents recursively.
When done, close the panel by clicking the cross button in the corner of the side panel.

Step 4: Ask your question

Start chatting — the assistant will only use the files and folders you selected.
To update your selection mid-conversation, click Select Files again to reopen the panel and adjust your choices.

Tips & tricks

Tip	Details
Files uploaded in chat	Files uploaded directly in the chat won't appear in the side panel, but they will still be used when generating answers.
Space-level rules	Your company may restrict which documents are visible in the side panel. If you see fewer files than expected, this is likely why.
Selections aren't saved	Document selections are not stored in chat history. When revisiting a conversation, you'll need to reselect your files.

Limitations

Limitation	Details
No saved context	Document selections are not retained between sessions or when revisiting a chat.
Restricted access	Space-level knowledge rules may limit which documents appear in the side panel.