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Using the Personal Assistant to ask questions related to contents of a provided document (or set of documents) is one of the most common use cases.

Anywhere in PA:

  • Click the Upload Files option in the side panel to open a file selection dialog.

In the chat session:

  • Drag and drop documents (including images, if the selected AI model supports that) straight into the chat session

In the My Files screen:

  • Drag and drop documents into the My Files screen

  • Click the Upload button on the upper right corner of the My Files screen to open a file selection dialog.

From Ayfie Locator (if using PA integration in Locator):

  • Select the documents using their checkboxes (visible upon hovering on the upper left of the search result) and then clicking the Send to Personal Assistant button above the results pane.

Please note that after the files are uploaded, Personal Assistant will need to process them before you can use them in chat. The processing time will depend on the size of the document.

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