Agent Documents

Each agent has its own file repository for storing and organizing documents, similar to an operating system. Both the agent and its users can create, read, and edit documents—and the platform tracks changes 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. Agent 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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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 three tabs:

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Text tab

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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Preview tab

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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Changes tab

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

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: 1. Upload or create directly Click Documents in the sidebar, then drag files from your computer or click Create document for a new text document. 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”

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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. 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 tab 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. Click the menu in the document and choose Publish. Anyone with the link can view the document—no Abundly account required. If it is an app, they can interact with it. 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. If so you will be asked to configure if viewers are allowed to edit the data or just read it.

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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 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

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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