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Version: 8.3

Use text files in Creatio.ai

Level: intermediate

Creatio.ai supports small text files. You can use them in chat sessions, attach them to skills and agents, or pass them using business process logic. For example, this is useful for making a short summary of the file or creating a record based on the file.

The files must have a compatible extension and be within the size limitations for Creatio.ai to use them. Learn more: Description of system settings. The following file types are supported out of the box: *.txt, *.docx, *.pdf, *.htm, *.css, *.scss, *.json, *.xhtml, *.md, *.tex, *.csv, *.tsv, *.log, *.sql, *.cs, *.ts, *.yaml, *.yml.

The files are available only for the duration of the session. Creatio.ai forgets the files after the session ends. You can delete files from Creatio entirely if needed. Learn more: Clean up the drive space.

Attach files to AI Skills and AI Agents​

You can embed one or more files into AI Skills and AI agents. These can be static reference documents, for example, policy templates, internal SOPs, and can be loaded into the AI session upon the AI Skill or AI Agent request.

  1. Click btn_system_designer.png to open the System Designer.
  2. Go to the System setup block → Creatio.ai skills or Creatio.ai agents.
  3. Open the relevant AI Skill or AI Agent.
  4. Click the expansion button btn_expand.png in the Attachments expansion panel.
  5. Click the upload button btn_upload.png → select the file → Open.

As a result, Creatio.ai will load the files into the AI session when you trigger the AI Skill or AI Agent.

Pass files through business process logic to API skills​

Files that already exist in Creatio, for example, documents stored in attachments or Knowledge base section, can be passed dynamically into API-based skills via business process logic. To do this, use the Process file process element. You can then attach the document to the Call Creatio.ai process element. Learn more: Process file process element.

File parsing and extractors​

Creatio.ai uses dedicated content extractors to handle various supported file types. These extractors safely parse only the readable textual content required for prompting. Out of the box, unsupported file types trigger an exception. However, the fallback extractor can attempt to extract plain text from unsupported file types instead of rejecting them outright. To do this, add and enable the TextExtractionFeatures.UseDefaultExtractorForUnsupportedFileTypes additional feature. Learn more: Manage an existing additional feature (developer documentation).

See also​

AI Skill development recommendations

Manage an existing additional feature (developer documentation)