What are files?
Files connect your workspace to unstructured data—documents, PDFs, and text content. When used as resources in agents or tools, the system searches this content using vector similarity to find relevant information. Best for:- Knowledge Bases (Notion, Google Docs, uploaded files)
- Playbooks, FAQs, and process documentation
- Meeting transcripts and call notes
- Product documentation and guides
How files work
When you add files as a resource:- Content is indexed — Files are processed and converted into searchable chunks
- Vector embeddings — Each chunk is converted to a vector representation for semantic search
- Retrieval — When queried, the most relevant chunks are retrieved based on meaning, not just keywords
Vector search finds content by meaning, not exact text matches. A query for
“pricing concerns” will find content about “cost objections” or “budget
questions” even if those exact words aren’t used.
Supported file types
| File type | Extensions |
|---|---|
| Documents | .pdf, .docx, .doc |
| Text | .txt, .md, .markdown |
| Presentations | .pptx, .ppt |
| Spreadsheets | .xlsx, .xls, .csv |
Adding files to your workspace
Files can be added to your workspace through:- Direct upload — Upload files directly to your Cargo workspace from your computer.
- Connected sources — Connect to Notion, Google Drive, or other document sources for automatic syncing.
Using files in agents
When configuring an agent, you can add file resources to give it access to your organization’s knowledge.Selecting content
Choose which files or folders to include. The agent will search all selected content using vector similarity to find relevant information.Adding context with prompts
Add custom instructions to guide how the agent interprets or prioritizes this content:Best practices
Organize by topic
Group related files into folders so you can selectively grant access to
specific knowledge areas.
Keep content current
Regularly update files to ensure agents have access to the latest
information.
Use clear file names
Descriptive file names help both humans and agents understand content at a
glance.
Test retrieval quality
Run test queries to verify the right content is being retrieved for common
questions.