{"versionId":"c67bdc0d-8240-450b-169a-08dea5e73a33","articleId":"6964bf09-f444-496e-2cb0-08dd98204e3f","title":"Files in Theta Assist","tags":["Working with files","All articles"],"content":"<html><head></head><body><p>There are two broad categories of files used in Theta Assist - assistant files and message files.</p>\n<div class=\"mce-toc\">\n<h2>In this article...</h2>\n<ul>\n<li><a href=\"#mcetoc_1jl0dsomvr\">Excel support</a></li>\n<li><a href=\"#mcetoc_1itgp5178pm\">Message files</a>\n<ul>\n<li><a href=\"#mcetoc_1itgp5178pn\">Message files and privacy</a></li>\n<li><a href=\"#mcetoc_1itgp5178po\">Types of message file</a></li>\n<li><a href=\"#mcetoc_1itgp5178pp\">How to add a message file to a conversation</a></li>\n</ul>\n</li>\n<li><a href=\"#mcetoc_1itgp5178pq\">Assistant files</a>\n<ul>\n<li><a href=\"#mcetoc_1itgp5178pr\">How to add assistant files</a></li>\n<li><a href=\"#mcetoc_1j1rn5d065i\">Other sources of assistant files</a></li>\n<li><a href=\"#mcetoc_1j1s1052o115\">Supported file types </a></li>\n<li><a href=\"#mcetoc_1j1rn5d065j\">Learn more</a></li>\n</ul>\n</li>\n<li><a href=\"#mcetoc_1j1s1052o116\">Tips for working with files</a></li>\n</ul>\n</div>\n<h2 id=\"mcetoc_1jl0dsomvr\">Excel support</h2>\n<p>Excel (.xlsx) and CSV files can be added to a conversation as&nbsp;message files, but they are&nbsp;not supported as assistant files&nbsp;in the assistant&nbsp;Files&nbsp;tab.</p>\n<h2 id=\"mcetoc_1itgp5178pm\">Message files</h2>\n<p>Message files are thread-specific, and added to a single conversation using the paperclip icon. They can be used by your assistant to formulate its responses, and remain within a thread (conversation).</p>\n<h3 id=\"mcetoc_1itgp5178pn\">Message files and privacy</h3>\n<p>Message files are private to you and your conversation, unless:</p>\n<ol>\n<li>You have shared the thread. Learn more about <a href=\"https://help.thetaassist.ai/article/sharing-threads-and-assistants\" target=\"_blank\" rel=\"noopener\">sharing</a>.</li>\n<li>The assistant has memory enabled. <a href=\"https://help.thetaassist.ai/article/sharing-assistants-and-sensitive-information-in-theta-assist\" target=\"_blank\" rel=\"noopener\">Learn more</a>.</li>\n</ol>\n<h3 id=\"mcetoc_1itgp5178po\">Types of message file</h3>\n<p>There are two types of message file:</p>\n<ol>\n<li><strong>Attached file</strong>. Supported file types include: .c, .cs, .cpp, .doc, .docx, .html, .java, .json, .md, .pdf, .php, .pptx, .py, .rb, .tex, .txt, .css, .js, .sh, .ts, .vtt, .xlsx, .csv and xml<br>For image files, the supported formats are .jpeg, .jpg, .png, .gif (static only), and .webp</li>\n<li><strong>Web page</strong>. Add via URL and the assistant will process the page and use the info in its response.</li>\n</ol>\n<h3 id=\"mcetoc_1itgp5178pp\">How to add a message file to a conversation</h3>\n<ol>\n<li>To add any file attachment to your conversation, click the paperclip icon in the message and select the file/s you'd like to add.</li>\n<li>To add a web page, click the link icon and enter the URL of the page you would like to add.</li>\n</ol>\n<p><img src=\"https://portal.helpfruit.com/api/images/0d5220bc9ad14992d05108dccd460f35/files/Message%20files.png?width=1000&amp;height=\"></p>\n<h2 id=\"mcetoc_1itgp5178pq\">Assistant files</h2>\n<p>Assistant files are uploaded in the assistant&nbsp;Files&nbsp;tab and are used as a reusable knowledge base.</p>\n<p>Assistant files do not support Excel or CSV uploads.&nbsp;If you want to use an Excel or CSV file in a conversation, attach it as a&nbsp;message file&nbsp;instead.</p>\n<h3 id=\"mcetoc_1itgp5178pr\">How to add assistant files</h3>\n<p><strong>Pre-requisite:</strong> You need to be the owner of an assistant or have edit access.</p>\n<p>Add assistant files via files via the&nbsp;<strong>Files</strong> tab when editing an assistant.</p>\n<p>&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_using-files-in-theta-assist_73d1a319-e873-473c-97b7-3e7e1ca7f28b.png\"></div>\n<h3 id=\"mcetoc_1j1rn5d065i\">Other sources of assistant files</h3>\n<ul>\n<li>Pages crawled using <a href=\"https://help.thetaassist.ai/article/web-crawler\" target=\"_blank\" rel=\"noopener\">web crawler</a> are converted to files and added to your assistant files.</li>\n<li>Threads in <a href=\"https://help.thetaassist.ai/article/assistant-memory\" target=\"_blank\" rel=\"noopener\">memory-enabled assistants</a> are stored as assistant files.</li>\n<li><span data-teams=\"true\">You can <a href=\"https://help.thetaassist.ai/article/power-automate-share-point-file-sync-solution\" target=\"_blank\" rel=\"noopener\" aria-invalid=\"true\">synchronise files from SharePoint </a>or <a href=\"https://help.thetaassist.ai/article/file-sync\" target=\"_blank\" rel=\"noopener\">other sources</a>, using integrations.<br></span></li>\n</ul>\n<h3 id=\"mcetoc_1j1s1052o115\"><span data-teams=\"true\">Supported file types<br></span></h3>\n<ul>\n<li>Text-based files are best for assistant files. Supported file types include: .c, .cs, .cpp, .doc, .docx, .html, .java, .json, .md, .pdf, .php, .pptx, .py, .rb, .tex, .txt, .css, .js, .sh, .ts, .vtt</li>\n<li>Note: Images, Excel files and other&nbsp;unsupported file types will not be synchronised from SharePoint</li>\n</ul>\n<h3 id=\"mcetoc_1j1rn5d065j\">Learn more</h3>\n<p>Learn more about adding assistant files in this advanced feature tour.</p>\n<div style=\"max-width: 650px;\" data-ephox-embed-iri=\"https://app.storylane.io/share/bc5rzyttdtto\">\n<div class=\"ephox-summary-card\"><a class=\"ephox-summary-card-link-thumbnail\" href=\"https://app.storylane.io/demo/bc5rzyttdtto\"> <img class=\"ephox-summary-card-thumbnail\" src=\"https://app-pages.storylane.io/company/company_5c409c86-4889-49da-ae9f-832f13087f44/project/project_ac260a30-9fbb-4f00-a122-1c9046555f3b/preview.gif\"> </a> <a class=\"ephox-summary-card-link\" href=\"https://app.storylane.io/demo/bc5rzyttdtto\"> <span class=\"ephox-summary-card-title\">Theta Assist Advanced Feature Tour</span> <span class=\"ephox-summary-card-website\">Storylane</span> </a></div>\n</div>\n<h2 id=\"mcetoc_1j1s1052o116\"><span data-teams=\"true\">Tips for working with files</span></h2>\n<p><span data-teams=\"true\">Images and data files (e.g. excel, csv) can only be added as message files. They are available to the whole thread, but not across threads.&nbsp;</span></p>\n<p><span data-teams=\"true\">The maximum file size is 512 MB</span></p>\n<p>&nbsp;</p></body></html>","description":"Learn how files work in Theta Assist, including the difference between message files and assistant files, which file types are supported, and how to add files to a conversation or assistant.","isMarkdown":false,"publishedOnUtc":"2026-05-04T04:45:42.8061297","modifiedOnUtc":"2025-05-27T23:06:34.5845451"}