Agent Documents

Documents are first-class storage in Abundly. Each workspace, each team, and each agent has its own document library, and your agents can read across all of them—just like a colleague who has access to a shared drive plus their own files. The platform tracks every change with full version history. Documents can be pure content, such as a text file or PDF or image, or they can be Interactive Apps or Agent Databases. Documents work out of the box with no configuration. For external files like Google Drive or SharePoint, enable the corresponding capabilities.

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Where documents live

Documents are organized into three scopes, mirroring how teams share information in real life:

• Workspace documents — Shared with everyone in your workspace. Find them on the Workspace page under the Documents tab. By default, only workspace admins can add, remove, and edit files; admins can adjust this on the Documents tab to also let all members and/or agents edit.
• Team documents — Shared within a single team. Find them on the team’s home page under Documents. By default, only team admins can edit; team admins can adjust this on the Documents tab to also let all team members and/or team agents edit. Workspace admins can always manage any team’s documents.
• Agent documents — Belong to a single agent. Find them in the agent’s Documents page. Anyone with edit access to the agent can manage them.

When working, an agent can read documents from all three scopes—its own, its team’s, and the workspace. By default, it can only create or edit documents in its own library, but workspace and team admins can grant agents edit access to those libraries too—either all agents, or only admin-restricted agents. The full-page Documents views (workspace, team, and agent) all use the same tree-based file explorer. The agent’s Documents page shows the workspace and team scopes the agent can reach alongside its own library, so you can browse everything the agent works with from one place. You can move a document between scopes from its menu, or by dragging it onto another scope or folder in the file explorer (for example, promote an agent document to a workspace document so other agents can use it). On desktop you can also drop files from your computer directly onto any scope to upload them there.

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Supported file types

Documents are plain text by default—typically Markdown for simple formatting. You can also upload other file types:

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Working with documents

Click any document to open it in a modal with a mode selector. Available modes depend on document type and context.

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Text mode

The text representation of the document—this is what the agent sees and works with. You can edit the text directly here.

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View mode

A visual rendering of the document, depending on its type:

• Markdown → Rendered with formatting, headings, and links
• React or HTML → Live rendered application or web page
• Mermaid diagrams → Rendered flowcharts, sequence diagrams, etc.
• SVG → Rendered vector graphic (editable as text)
• Database documents → Interactive table view of the data

Here is an example of a preview of an Interactive App document.

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Data mode (for databases)

For agent databases, you can open a dedicated Data mode to view and edit raw JSON plus the schema.

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Changes mode

A version timeline showing every change made to the document. Click any version to view it, or click between two versions to see a diff of what changed. You can approve or undo individual changes, or revert to any previous version.

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Visibility levels

Documents have two separate controls:

• Visibility to the agent controls what your agent can discover and read while working.
• Publishing controls whether people outside your workspace can open a public link.

By default, agents know which documents they have (name and summary) and can read the full content when needed. You can adjust visibility per document: To change visibility, click the visibility icon next to the document name in the Documents panel.

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Adding documents

You can add documents in three ways. The flow is the same for workspace, team, and agent documents—open the corresponding Documents page or tab and use the same controls. 1. Upload or create directly Each Documents view has Create document and Upload document buttons at the top—use them to start a new text document or upload files from your computer. You can also drag files straight onto the list. Each section and folder still has a kebab menu with New Folder, New Document, and Upload when you want to add content into a specific folder, and individual documents and folders have a row-level menu (⋮) with Rename, Move, and Delete so you can manage items right from the list without opening them first. 2. Save from a conversation Drag a file into the chat, discuss it with the agent, then ask it to save the result. For example:

• Drag a meeting transcript, ask for a summary, then “save this as an agent document”
• Ask the agent to draft a newsletter, refine it together, then “save this to the newsletters folder”

3. Instruct the agent to create documents automatically Add instructions like:

• “When processing an invoice, add it to the processed invoices database”
• “Save all incoming emails to a message log”
• “After posting release notes, save a copy to the ‘release notes’ folder”
• “When you receive an email with an attachment, save it as an agent document”

4. Download from a public URL Ask the agent to fetch a file from a URL and save it—for example, “Download the PDF at https://example.com/report.pdf and save it to the reports folder.” Images, PDFs, Markdown, and plain text are all supported.

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Finding documents

Each Documents view—agent, workspace, or team—has a free-text search field at the top. It matches by document name, description, or type, and results appear as a flat list with folder-path breadcrumbs so you can see where each match lives. The search is scoped to the current section, so a workspace-documents search won’t surface agent or team documents.

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Organizing with folders

Documents can be organized into folders. Create folders in the Documents panel and drag documents to organize them. Folders can be nested as deeply as you need, and nesting works the same way across workspace, team, agent, and chat document libraries. Reference folders in your agent’s instructions: “Save meeting notes to the ‘meetings’ folder.”

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Version control

Every edit—by you or the agent—creates a new version automatically. The Changes mode lets you:

• Browse history — See all versions with timestamps and who made each change
• Compare versions — Side-by-side diff view to see exactly what changed
• Approve or reject — Optionally mark changes as approved or rejected (rejecting creates a new version with that change undone)
• Revert — Roll back to any previous version if needed

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Publishing documents

You can publish a document to make it available to anyone with the link. Open the document menu and choose Publish (or Publish details if it is already published). This works for documents in any scope—workspace, team, or agent. Anyone with the link can view the document—no Abundly account required. If it is an app, they can interact with it. Published documents are marked with a Published badge in the Documents view. Logged-in visitors can also use Copy to my agent from the viewer to clone the published document into one of their own agents—handy for sharing templates, dashboards, or reference material across workspaces. Use cases:

• Share a live dashboard with colleagues
• Publish an input form for data collection
• Share reports, drafts, or documentation externally
• Create a public-facing interactive app

You can also publish Interactive Apps and Agent Databases. For agent databases, choose what public users can do:

• Read to query and view data
• Create to insert new items
• Update to modify existing items
• Delete to remove items

For uploaded files (like PDF, audio, or spreadsheets), you can optionally enable Also publish original file so anyone with the link can download the original file without logging in. If a published app depends on other documents, publish those documents too (with at least Read enabled) so the app can access them from the public link.

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Editing and searching documents

Agents don’t need to rewrite entire documents to make changes. They can:

• Edit precisely — Replace, insert, or append text
• Search within a document — Exact match, full-text, or semantic (meaning-based) search
• Find documents — Fuzzy keyword matching across names, descriptions, and content
• Rename and describe — Update document names and summaries

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Downloading documents

You can download individual documents in several formats:

• Download text — Get the text content as Markdown, plain text, or other formats
• Download as MS Word — Convert Markdown content to a .docx file
• Download original — For non-text files (PDF, audio, etc.), download the original file

To download multiple documents at once, use Download all in the Documents panel to get a ZIP file containing everything in the current folder, including any nested subfolders. You can also choose Download folder as ZIP from a folder’s menu to download just that folder’s contents. On the full-page Documents views, you can also multi-select items with the row checkboxes and then bulk move, download, or delete the whole selection in one go. To delete multiple documents at once, use Delete all from the Documents panel menu to remove everything in the current view.

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Documents as extended context

Agent documents are a powerful way to give your agent additional context without bloating its instructions. Instead of pasting everything into the instructions, store reference materials as documents:

• Checklists — Step-by-step procedures for specific tasks
• Templates — Formats for reports, emails, or communications
• Guidelines — Company policies, compliance rules, or style guides
• Reference data — Product catalogs, contact directories, FAQs

With Summary visibility (the default), the agent knows these documents exist and reads them when relevant—keeping its context focused while still having access to everything it needs. For best results, guide your agent on when to use specific documents:

• “Before responding to compliance inquiries, read the compliance guidelines document first”
• “When drafting emails, use the email template in the templates folder”
• “All meeting notes are saved by date—search for them when you need context”

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Chatting about documents

Click Chat about this next to any document or folder to start a new conversation with that content as context. The agent has immediate access to the selected document(s), making it easy to ask questions, request edits, or work through the content together.

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FAQ