Overview
Custom data allows you to upload files and documents that AI assistants can access and reference in conversations. You can upload files from your computer or add content from web pages via URL.Adding Custom Data
Upload from Computer
- Click the “Add” button in the Data section
- Select “Upload from your computer”
- Choose one or more files from your local system
- Files will be uploaded and processed automatically
Supported File Formats
- PDF - Portable Document Format files
- DOCX - Microsoft Word documents
- TXT - Plain text files
- Other document formats supported by the system
Add Web Page Content
- Click the “Add” button
- Select “Add a web page link”
- Enter the URL of the web page
- The content will be scraped and processed
Connect Data Sources (Beta)
Data source integrations are available exclusively on the Pro plan.
- Click the “Add” button
- Select “Connect a data source”
- Configure your external data source connection
- Data will be synced automatically
Managing Custom Data
Viewing Data
The Data table displays:- Name - Filename or web page title
- Spaces - Which spaces have access (shown as space logos)
- Modified - Last modification date and time
- Type - “Custom Data” or “Document”
- Status - Processing state with color-coded badge:
- Success (green) - File processed successfully
- Processing (blue) - File is being processed
- Error (red) - Processing failed
Upload Progress
During file upload, you’ll see:- Real-time upload progress percentage
- File name being uploaded
- Status indicator
Data Actions
Click the menu icon (⋮) on any data item to:- View Details - See full information about the data
- Edit - Modify data properties
- Delete - Remove the data from your organization
Deleting Custom Data
- Click the menu icon (⋮) on the data item
- Select “Delete”
- Confirm the deletion
- The data will be removed from all associated spaces
Visibility Settings
Control who can access your custom data:Private
- Only you have access
- Data won’t appear in organization-wide searches
- Ideal for personal files
Organization
- All organization members can access
- Appears in organization data lists
- Great for shared resources
Public
- Accessible to anyone with the link
- Useful for public-facing resources
Space Associations
Associating Data with Spaces
Custom data can be associated with one or more spaces:- Data associated with a space is available to AI assistants in that space
- Multiple spaces can access the same data file
- Associations are displayed as space logos in the data table
Managing Associations
- View which spaces have access via the space logos column
- Add or remove space associations through the data details panel
Search and Filtering
Search
- Search data by filename
- Results update in real-time as you type
- Clear search with the X button
Filters
Visibility Filter:- All
- Private
- Organization
- Public
- All
- Custom Data
- Documents
- Filter by specific spaces
- Select multiple spaces
- Shows data associated with selected spaces only
Subscription Limitations
Free Plan
- Maximum of 10 data sources
- Basic file uploads supported
- No data source integrations
Pro Plan
- Unlimited data sources
- All file upload features
- Data source integrations (Beta)
- Advanced data management features
Tips
Organize your data: Use descriptive filenames and appropriate visibility settings to keep your data organized and accessible.
Processing time: Large files may take a few minutes to process. You can continue working while files are being processed.
If a file fails to process (Error status), try re-uploading it or check that the file format is supported.