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Upload files — contracts, invoices, product sheets, runbooks — and your agents can search and quote them when they work.

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What is a file?

A file is anything you’ve uploaded to your business. Each file:
  • Belongs to your business, optionally inside a folder.
  • Has metadata — filename, content type, size, tags, description.
  • Has an indexing status that tracks whether it’s searchable yet.
Bizzy reads these formats end-to-end, including scanned documents: PDF, Word (.docx), PowerPoint (.pptx), and OpenDocument text and presentations (.odt, .odp), plus the images PNG, JPEG, and WebP — alongside Markdown and other plain-text formats. Spreadsheets and other formats can still be uploaded and shared via public links — they aren’t indexed for search.

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Folders

Files can be grouped into folders, for two reasons:
  1. Grouping. Keep related files together.
  2. Agent access control. Each file (and each folder) carries an Agent access flag. Turn the flag off on a folder and your agents will not see anything in it, even if a query would otherwise match. This is how you separate, say, public sales collateral from internal HR documents in the same business.

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From upload to searchable

An uploaded file appears in your file list immediately and is indexed for search automatically. Its indexing status walks through pending → indexing → indexed. If a file can’t be indexed (unsupported format, too large, or its text couldn’t be read) the status ends in skipped, excluded, or failed — visible on the file’s detail view so you know it’s not searchable.

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How agents search files

Search matches both meaning and exact terms: an agent finds the right passage whether the question is “what’s the refund policy?” or an exact part number, and the best-matching passages inform its answer. Two guarantees are enforced on every search:
  • Only content from the agent’s own business is ever returned.
  • Files (and folders) with Agent access turned off, files that aren’t fully indexed, and files that have been deleted are excluded.
Your agent never sees what you’ve told it not to see.

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What it costs

File usage is metered through two of your account’s consumables:
  • Storage — the total bytes in your file library, counted against your tier’s storage allowance.
  • LLM Tokens — indexing a file consumes tokens from the same allowance your agents and automations use.
Both are included in your tier’s allowance and charged at the relevant overage rate beyond it. See Credits for how the meters and tiers fit together.

Upload files

How to add files in the web app

RAG indexing

Re-index files, exclude folders, troubleshoot
Last modified on September 11, 2026