Advisor File Upload – Feature Guide

Overview

Klarity Advisor now supports file uploads directly in chat conversations. This allows users to share and discuss documents, spreadsheets, images, and data files with the AI assistant for analysis, extraction, and insights. The file‑upload path in Advisor chat is faster than the general file upload process, because the Agent reads only what’s needed for the user’s prompt.

Use this guide for:

• Internal team reference and troubleshooting
• Customer support and training
• Onboarding new users to the file upload feature

Supported File Types

You can upload the following file formats:

• PDF (.pdf)
• Excel spreadsheets (.xlsx)
• Word documents (.docx)
• Images (.jpeg, .png)
• CSV files (.csv)

Upload Limits

Please note these important limitations:

• Maximum 2 files per chat
• Maximum total file size: 10MB per chat (combined across all uploaded files)

Important Behavior Notes

File Persistence

• Files uploaded to Advisor chat are not persisted as artifacts in the workspace.
• Uploaded files cannot be referenced in Operations or in other Advisor chats.
• Each file’s context is only available within the specific chat where it was uploaded.

Agent Awareness

• The Agent can only access and understand the file’s content within the chat session where the file was uploaded.
• If you start a new chat, you’ll need to re‑upload the file for the Agent to access it again.

Use Cases

This feature is helpful for:

• Analyzing data from spreadsheets
• Extracting information from documents
• Discussing content from PDFs
• Getting insights from images
• Processing CSV data

How to Upload Files

1. Open an Advisor chat.
2. Click the attachment icon or drag and drop files into the chat.
3. Select up to 2 files with a combined size up to 10MB per chat.
4. The Agent will process your prompt + file content and respond based on the relevant parts of the file.

Key Points for Users

This feature can help with :

• Quick document analysis: Upload contracts, invoices, or reports for instant insights.
• Visual content support: Share screenshots or images for context‑aware assistance.
• Data processing: Upload spreadsheets or CSV files for data analysis and summaries.
• Session‑based behavior: Each chat is independent; files and context stay within that conversation for privacy and focus.