File Assignment FAQ

The File Assignment feature provides a streamlined workflow for connecting data sources to your DataQI assistants. This FAQ covers common questions about using the assignment sidebar and managing file assignments.

General Usage

Question: Where do I find the file assignment feature?
Answer: The file assignment feature is available on the Data Page. Select files and click “Add” to open the assignment sidebar.

Question: Can I assign files to multiple assistants at once?
Answer: Yes, you can select multiple files and assign them to multiple assistants in a single operation using the assignment sidebar.

Question: Do I need to assign files immediately after uploading them?
Answer: No, you can upload files and assign them later. Files remain available for assignment until you’re ready to use them.

Assignment Process

Question: What happens when I click “Add” on selected files?
Answer: Clicking “Add” stages the selected files in the assignment sidebar. The files are not yet assigned to assistants until you confirm the assignment.

Question: Can I modify my selection after staging files?
Answer: Yes, you can add or remove files from the staged selection before confirming the assignment.

Question: How do I confirm the assignment?
Answer: Review the staged files in the sidebar, select the target assistants, and click the confirm button to complete the assignment.

Duplicate Prevention

Question: How does the system prevent duplicate assignments?
Answer: The system automatically detects files that are already assigned to the target assistants and warns you before confirming the assignment.

Question: What happens if I try to assign a file that’s already assigned?
Answer: You’ll receive a warning about the duplicate assignment. You can choose to proceed anyway or remove the duplicate from your selection.

Question: Can I see which files are already assigned to an assistant?
Answer: Yes, you can view the current file assignments for each assistant in the assignment sidebar and on the assistant management page.

Safety Features

Question: What happens if I navigate away with staged files?
Answer: You’ll receive a warning prompt asking if you want to save your staged assignments or discard them. This prevents accidental loss of your work.

Question: Can I save my staged assignments for later?
Answer: Yes, you can save staged assignments and return to complete them later, or discard them if you change your mind.

Question: How do I know if my assignment was successful?
Answer: You’ll receive a confirmation message when the assignment is complete, and the files will appear in the target assistant’s data sources.

Troubleshooting

Question: Why can’t I see the assignment sidebar?
Answer: Make sure you’ve selected files and clicked “Add” on the Data Page. The sidebar only appears when you have staged files for assignment.

Question: What if I accidentally assigned files to the wrong assistant?
Answer: You can remove files from an assistant’s data sources on the assistant management page, then reassign them to the correct assistant.

Question: Why are some files not available for assignment?
Answer: Files may not be available if they’re still being processed, have errors, or are already assigned to all available assistants.

Best Practices

Question: How many files should I assign at once?
Answer: There’s no strict limit, but consider processing time and relevance. Start with smaller batches to test the workflow, then scale up as needed.

Question: Should I assign all files to all assistants?
Answer: No, only assign files that are relevant to each assistant’s specific purpose. This improves response quality and reduces processing overhead.

Question: How often should I review file assignments?
Answer: Review assignments regularly, especially when adding new assistants or when file content becomes outdated or irrelevant.

Performance and Limits

Question: Does assigning many files slow down the system?
Answer: Large numbers of files may take longer to process, but the system is designed to handle substantial file collections efficiently.

Question: Is there a limit to how many files I can assign?
Answer: Limits depend on your license tier and storage allocation. Check with your administrator for specific limits.

Question: What file types can be assigned?
Answer: The same file types supported for upload can be assigned: PDF, Word documents, text files, and Markdown files.