Files in Theta Assist

There are two broad categories of files used in Theta Assist - assistant files and message files.

Excel support

Excel (.xlsx) and CSV files can be added to a conversation as message files, but they are not supported as assistant files in the assistant Files tab.

Message files

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).

Message files and privacy

Message files are private to you and your conversation, unless:

1. You have shared the thread. Learn more about sharing.
2. The assistant has memory enabled. Learn more.

Types of message file

There are two types of message file:

1. Attached file. 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
   For image files, the supported formats are .jpeg, .jpg, .png, .gif (static only), and .webp
2. Web page. Add via URL and the assistant will process the page and use the info in its response.

How to add a message file to a conversation

1. 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.
2. To add a web page, click the link icon and enter the URL of the page you would like to add.

Assistant files

Assistant files are uploaded in the assistant Files tab and are used as a reusable knowledge base.

Assistant files do not support Excel or CSV uploads. If you want to use an Excel or CSV file in a conversation, attach it as a message file instead.

How to add assistant files

Pre-requisite: You need to be the owner of an assistant or have edit access.

Add assistant files via files via the Files tab when editing an assistant.

Other sources of assistant files

• Pages crawled using web crawler are converted to files and added to your assistant files.
• Threads in memory-enabled assistants are stored as assistant files.
• You can synchronise files from SharePoint or other sources, using integrations.
  

Supported file types

• 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
• Note: Images, Excel files and other unsupported file types will not be synchronised from SharePoint

Learn more

Learn more about adding assistant files in this advanced feature tour.

Theta Assist Advanced Feature Tour Storylane

Tips for working with files

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. 

The maximum file size is 512 MB