Once files are uploaded, you must associate them with your assistants to make them available during conversations. Each assistant can use a specific set of files customized for its needs.
How to associate files to an assistant
Method 1: During assistant management
- Select the assistant you want to configure
- In the sidebar menu, click on "Knowledge base"
- In the "Files" section, you will see all available files
- Check the files you want to associate with the assistant
- Click "Save changes" to confirm
Method 2: From general file management
- Go to the "Files" section of the main menu
- In the "Assistants" column you will see which assistants use each file
- You can quickly see which files are already associated
Association management
Adding files to an assistant
- Select files from the available list
- The system will automatically create the association
- Files will become immediately available to the assistant
- No need to restart or reconfigure the assistant
Removing files from an assistant
- Deselect files you no longer want to associate
- The system will remove the association while keeping the file in your archive
- The file will remain available for other assistants
Effective association strategies
Specialized assistant
Approach: Each assistant has specific files for its domain
- Technical Support Assistant: Only technical manuals and problem-solving guides
- Commercial Assistant: Only product catalogs and sales information
- FAQ Assistant: Only frequently asked questions documents
Advantages: More focused responses, less confusion between topics
Generalist assistant
Approach: One assistant with access to all relevant files
- Combines support, sales and general information files
- Can answer any type of question
- Ideal if you have a single assistant for everything
Advantages: Greater flexibility, simplified management
Association monitoring
File usage verification
- In the Files section you can see which assistants use each document
- The "Assistants" column shows the number and names of associated assistants
- Unassociated files appear with "No assistants"
Association optimization
- Unused files: Identify and remove files that are never consulted
- Overlaps: Avoid associating files with very similar content
- Updates: Replace obsolete files with updated versions
Practical tips
Optimal performance
- Don't overdo it: Too many files can slow down searches
- Quality over quantity: Better few well-written files than many mediocre files
- Relevance: Associate only files relevant to the assistant's role
Regular maintenance
- Periodic review: Check associations every month
- Functionality test: Verify that the assistant finds the correct information
- User feedback: Use feedback to improve file selection
Common mistakes to avoid
- Contradictory files: Don't associate files with conflicting information
- Too much complexity: Avoid overloading the assistant with too many documents
- Outdated files: Remove documents with obsolete information
- Lack of focus: Don't mix topics that are too different in the same assistant