Agent Serve · Files
Upload contracts, KYC packs and board papers to the Agent Serve Library. Your team and your AI agents read, write and share the same files.
Agent Serve Files, shown in the product as the Library, is the shared file store of Agent Serve, the AI workspace where teams build, deploy, and manage AI agents. Teams upload documents, images, audio, video and zip archives up to 5 GB each, preview them in place, share them with access controls, and let agents read and write them from Chat and workflows.
How it works
Agent Serve Files keeps the source material and the work agents produce side by side, under the same access rules.
Drag files into the Library, or upload a zip and unzip it in place. Each file can be up to 5 GB.
Folders, pins, search and filters by type, size and who added a file keep the right inputs close.
Ask Chat about a file, or let a workflow read it with the File block and write its result back.
Share a file with a password, an email allowlist, SSO or a public link, and unshare it when the work is done.
In depth
Agent Serve connects the Library to Chat, workflows and Relays, so a document is used where it lives instead of being copied around.
Choose Ask about this file, or attach files and whole folders to a message. Agent Serve Chat answers from the document itself.
The Agent Serve File block gives a workflow 16 operations, from Read and Search to Write, Append and Apply Edit.
A Relay set to Assist asks before it saves a file to the Library. The reviewer sees the exact file, then approves or declines.
The Share file dialog in Agent Serve sets access to a public link, a password, an email or domain allowlist, or SSO.
The Library
The Agent Serve Library opens on All items, with views for Uploaded by you, Pinned and Shared links beside your folders.
All items · Pinned · Shared links
Search the Library, filter by type, size or who added a file, and sort by name, size or date.
Documents · Large (> 10 MB) · Added by priya@
PDFs open with page and zoom controls. Word, PowerPoint and Excel files, images, audio and video preview in place.
PDF · DOCX · PPTX · XLSX · MP4
New file creates a Markdown document that several people edit at once. An agent’s edits stream into the same page.
untitled.md → Renewal brief.md
Upload a zip archive and unzip it in place, then move files and folders in bulk.
Board pack.zip → 14 files
Deleted files wait in Recently deleted in Agent Serve settings, where an editor can restore them.
Settings → Recently deleted → Files
Examples
Three patterns financial services teams build on Agent Serve Files, each one a document job that used to live in inboxes.
An Agent Serve workflow reads each uploaded KYC pack, checks it against the onboarding policy kept in the Library, and writes a review note beside it.
An analyst attaches the borrower folder in Agent Serve Chat and asks for the committee pack, saved as a Word document in the same folder.
Handlers drop photos, invoices and adjuster notes into one folder, and an Agent Serve agent lists what is still missing before the claim moves on.
Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.
Before and after
| Work | Before | With Agent Serve |
|---|---|---|
| Source documents | BeforeSpread across inboxes, shared drives and desktops. | With Agent ServeOne Agent Serve Library per team space, searchable by name, type, size and who added it. |
| Giving an AI the document | BeforePaste sections into a prompt and hope nothing important was left out. | With Agent ServeAttach the file or the folder, and the agent reads the document itself. |
| What the agent produces | BeforeCopied out of a chat window into a new document by hand. | With Agent ServeSaved to the Library as a file the team can open, edit and share. |
| Sharing outside the team | BeforeEmail attachments that live forever in someone’s inbox. | With Agent ServeLinks protected by a password, an email allowlist or SSO, which you can unshare. |
Under the hood
| Upload size | Up to 5 GB per file, uploaded straight to storage. |
|---|---|
| File types | Documents (PDF, Word, Excel, PowerPoint, CSV, Markdown, HTML, JSON, YAML), code and text files, images, audio, video and zip archives. |
| Preview in place | PDF, DOCX, PPTX, XLSX, Markdown, HTML, CSV, SVG, Mermaid diagrams, charts, images, audio and video. |
| Create and edit | Markdown and text files, edited live by several people. Chat can also save .docx, .pdf, .pptx, .md, .html and .csv files. |
| Sharing | Public link, password, email or domain allowlist, and SSO where single sign-on is set up. |
| Workflow access | The File block, with 16 operations including List, Read, Search, Fetch, Write, Append, Apply Edit and Move File. |
| Download | The original file. Markdown downloads bundle their embedded images into a zip. |
| Deleted files | Restored from Recently deleted in settings. |
Governance
Agent Serve applies the team space’s roles to the Library, and access policies let admins narrow how files leave it.
Security and governanceAgent Serve access policies choose which share modes are allowed, can turn off public file sharing, and can hide the Files tab for a group.
Uploading, renaming, moving and deleting files in Agent Serve needs write access to the team space.
Admin, write and read roles per workspace, plus permission groups that limit which models, blocks and integrations a team can use.
Sign in through your identity provider with SAML 2.0 or OIDC, and provision people with SCIM.
Run Agent Serve in your own cloud or data centre, next to the systems it reads.
Retention from one day to five years, deletion and access controls support GDPR obligations. Ready means the controls are in place, not a certification.
Works with
Attach files and folders to a Chat message, and keep the documents Chat creates.
Add documents from the Library to a knowledge base so agents can search them and cite the passage.
Read, search, write and share files from any workflow with the File block.
Relays save their work to the Library, after an approval when they run in Assist.
Further reading
Every week the committee secretary rebuilds the same pack from memos, spreadsheets and emails. Here is a setup where four workflows assemble it from the source systems and the secretary decides when it goes out.
Commercial lending · 12 min readA chat assistant here, an image generator there, a video tool, a transcription app, a scraper and an automation service. This guide helps growth teams decide when that stack is fine and when one shared workspace is worth the move.
Marketing & growth teams · 6 min readAI bills grow quietly: a premium model on every step, a few video generations nobody checked. This guide compares the levers that keep spend down, and which to pull first.
Finance & IT · 6 min readQuestions
Agent Serve Files, shown in the product as the Library, is the shared file store of a team space. It holds documents, images, audio, video and zip archives that people and AI agents both use.
Each file in Agent Serve Files can be up to 5 GB. Uploads go straight to storage, and the Library shows their progress as they land.
Yes. Agent Serve workflows write files with the File block, and Chat can save Markdown, Word, PDF, PowerPoint, HTML and CSV files to the Library.
Not today. Word, PowerPoint, Excel and PDF files open as previews in Agent Serve. Markdown and text files can be edited in place, with several people editing at once.
The person sharing a file in Agent Serve chooses the access: a public link, a password, an email or domain allowlist, or SSO where single sign-on is set up. Unsharing turns the link off.
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Enterprise access
Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.