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Files and Documents

Create, upload, organize, open, and edit workspace documents—or ask the agent to create and update them during chat.

2 min readLast reviewed July 27, 2026

#Create and organize files

Expand a folder to browse its files while keeping the workspace conversation visible.
Screenshot previewExpand a folder to browse its files while keeping the workspace conversation visible.
Workspace Files panel with the sales folder expanded to show three Markdown files
  1. 01

    Open Workspace Files

    Choose the folder icon in the workspace toolbar, then select Workspace Files from the panel selector if another view is open.

  2. 02

    Choose Add

    Select New file, Upload, or New folder.

  3. 03

    Name it clearly

    Use names that describe the outcome so files stay easy to find.

  4. 04

    Open and save

    Select a file to view or edit it, then save the change.

#Let the agent create and edit files

The agent can create a new file or edit an existing file as part of a request. Name the target file when it matters, describe what should change, and ask the agent to preserve anything that should remain untouched.

Open the changed file after the agent finishes. A successful chat message is not a substitute for reviewing the saved result.

Open an agent-created file to review its saved contents, switch editing modes, or make a direct change.
Screenshot previewOpen an agent-created file to review its saved contents, switch editing modes, or make a direct change.
Light-mode Acme sales workspace with account-plan.md open in the rich text editor

#Preview or edit an HTML file

HTML files provide Preview and HTML source modes. Use Preview to interact with the rendered result and HTML source to inspect or edit its contents. If the file calls connection tools at runtime, follow Building Apps for the complete validation process.

Use HTML source mode to inspect or edit the app file that remains in the workspace.
Screenshot previewUse HTML source mode to inspect or edit the app file that remains in the workspace.
Workspace HTML file open in source mode for direct inspection and editing

#Files are working copies

Open an app artifact to review the copied result without returning to the editable workspace file.
Screenshot previewOpen an app artifact to review the copied result without returning to the editable workspace file.
Northstar Logistics HTML app opened as a BotDojo artifact in light mode