Select Files to Chat — Unique AI Documentation

Select Files to Chat

2 min read

Select Files to Chat — Focus the AI on specific Knowledge Base documents to get faster, more accurate, and highly relevant answers.

Overview

Select Files to Chat lets you choose which documents from the Knowledge Base the assistant draws on when answering your questions. Instead of searching across everything, you point the AI to exactly what's relevant — resulting in faster, more accurate, and more focused responses.

Who is this for?

This feature is particularly useful for:

Role How they benefit
All users Get precise answers grounded in specific documents rather than the entire Knowledge Base.
Knowledge admins Manage document access and control which content is used as context.
Teams with large Knowledge Bases Avoid noise from irrelevant or outdated content by scoping the search.
Portfolio managers Work within the model's token and page limits by narrowing context to only the files that matter.

Benefits

Benefit What it means for you
Focused responses The assistant only considers the documents you select, improving accuracy and relevance.
Less noise No more sifting through outdated or unrelated materials to find the answer you need.
Tailored context Scope the assistant's knowledge to exactly what matters — a specific project, report, or the latest market updates.

Use cases

Use case Example
Document summarization Select a specific report or set of files and ask the AI to summarize or compare them.
Market updates Narrow the context to the latest ingested market files to get timely, targeted answers.
Large Knowledge Base navigation Filter down to a relevant folder to avoid irrelevant or outdated results.

Step-by-step guide

Step 1: Upload your files (optional, Knowledge Admins only)

  1. Navigate to the Knowledge Base.

  2. Upload the documents you want the assistant to use. They will automatically appear in the side panel for selection.

Step 2: Start a new chat

  1. Go to your Unique AI space.

  2. Select the Internal Search tool.

  3. The Internal Files side panel opens automatically.

Step 3: Select your documents

  1. Browse the available documents. By default, all documents are included when Internal Search is active.

  2. To narrow the context, select specific folders or individual files. Selecting a folder includes all its contents recursively.

  3. When done, close the panel by clicking the cross button in the corner of the side panel.

Step 4: Ask your question

  1. Start chatting — the assistant will only use the files and folders you selected.

  2. To update your selection mid-conversation, click Select Files again to reopen the panel and adjust your choices.

Tips & tricks

Tip Details
Files uploaded in chat Files uploaded directly in the chat won't appear in the side panel, but they will still be used when generating answers.
Space-level rules Your company may restrict which documents are visible in the side panel. If you see fewer files than expected, this is likely why.
Selections aren't saved Document selections are not stored in chat history. When revisiting a conversation, you'll need to reselect your files.

Limitations

Limitation Details
No saved context Document selections are not retained between sessions or when revisiting a chat.
Restricted access Space-level knowledge rules may limit which documents appear in the side panel.