Help Agent

Dragging Files Into Sapience

Drop a file where you are and Sapience does the obvious thing — attach to chat, upload where you stand, or a quick chat-or-upload choice.

Overview

You can drag a file straight from your computer onto Sapience — no need to hunt for an upload button first. What used to happen next was always the same: an upload form popped open, no matter where you dropped the file or what you actually wanted to do with it.

Now Sapience pays attention to where you are when you drop the file, and only asks you a question when it genuinely can't tell what you meant. If you're mid-conversation with an agent, it just attaches. If you're standing in a folder, it just uploads there. Only when the destination — or your intent — is actually unclear do you see a quick choice.

That predictability is the point: once you know the rule for where you're standing, you know exactly what a drop is going to do before you do it.


Where You Are Decides What Happens

Where you drop the file
What happens
In a chat conversation
The file attaches to that conversation right away. No dialog, no clicks — the chat confirms it by name.
In Files (the top level, or drilled into a folder)
The file uploads straight to where you're standing, with a progress bar. The upload window closes itself when it's done. You're never asked anything.
Inside a project, on any tab
A small window asks what you'd like to do: "Chat with this file" or "Upload to project: <the project's name>."
Anywhere else (the dashboard, Agents, Views & Reports, Connected Apps, Settings)
The same small window appears, with a general "Upload to Sapience" option that opens the usual place-picker so you choose where the file goes.

The rule underneath all of this: Sapience only asks when it doesn't already know both where the file should go and why you dropped it there. In a chat, both are obvious. Standing in Files, the destination is obvious. Inside a project, the destination is known but your intent isn't — so that's the one thing you're asked. Everywhere else, neither is known.


The "Chat with this file" Choice

Whenever you see the small window, choosing "Chat with this file" does the same thing no matter where you were standing:

  1. It starts a brand-new conversation.
  1. It takes you straight to that conversation.
  1. It attaches your file.
  1. It confirms the attachment in the thread, so you can start asking about the file right away.

If you drag in several files at once, the button reads "Chat with these N files" and all of them are attached to the new conversation.


Dragging In a Whole Folder

Dropping an entire folder (rather than individual files) always works the same way, no matter where you drop it: Sapience recreates the folder's structure for you. Folders never trigger the small choice window — there's nothing to ask, since a folder full of files isn't something you'd "chat about."

The one exception is a chat conversation: drag a folder in while you're in a chat, and every file inside it attaches to that conversation.


What Happens Behind the Scenes

  1. Sapience looks at what you dropped — one file, several files, or a folder.
  1. It looks at where you dropped it — a specific chat, somewhere inside Files, a project, or somewhere else entirely.
  1. If both are already clear, it just acts — attaching to the open chat, or uploading to the folder you're standing in — with no interruption.
  1. If either one is genuinely unclear, it asks — a single, small window with exactly two choices, worded for the situation you're in (naming the project when it knows one).
  1. Whatever you choose, Sapience carries it out immediately — there's no second step or extra confirmation after your answer.

Quick Reference

You want to…
Do this
Talk to an agent about a file
Drag it into an open chat, or drop it anywhere and choose "Chat with this file"
File a document away while you're browsing
Drag it into Files, at any level
Add a file to a project you're working in
Drag it onto any tab of that project
Upload from somewhere with no obvious destination
Drag it anywhere else and choose Upload, then pick the destination
Bring in a whole folder
Drag the folder in — its structure is recreated automatically

Summary

Dragging a file into Sapience now does the obvious thing whenever the obvious thing is clear: it attaches to an open chat, or it uploads to the folder you're standing in — no interruptions either way. You're only asked a quick question when Sapience genuinely can't tell whether you want to chat about the file or file it away, and even then the answer is one click. Drop in a whole folder anywhere outside a chat, and it's rebuilt in Sapience exactly as it was on your computer.

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