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The Files is the central location for managing every document uploaded to RelayHub. Whether files were attached during a chat, added to a workspace, or ingested through an automation flow, they all appear here with their processing status, metadata, and a direct path to analysis.

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Browsing Your Files

Open Files from the left sidebar to see all files available to you. The file list shows:
  • File name and original format
  • Upload date and who uploaded it
  • Processing status — whether the file is still being analyzed or ready for use
  • Scope — whether the file belongs to your personal library, a workspace, or the company knowledge base
Click any file row to open a detail panel with extracted text previews, metadata, and options to reprocess or delete.

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File Statuses

Every uploaded file moves through a processing pipeline. The status badge on each file tells you where it stands:
Large files (100+ page PDFs, complex spreadsheets) may take longer to process. You can continue using RelayHub while files process in the background — you will see the status update automatically.
Use the toolbar above the file list to narrow down what you see:
  • Format filter — Show only PDFs, spreadsheets, images, or other specific file types
  • Status filter — Isolate files that are still processing or that encountered errors
  • Scope filter — Toggle between personal files, workspace files, and company knowledge
  • Search — Type a file name or keyword to find files quickly

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Supported File Formats

RelayHub accepts a wide range of document types:

Documents

PDF, Word (.docx), PowerPoint (.pptx), plain text, Markdown, JSON

Data

Excel (.xlsx), CSV — queryable with natural language after upload

Images

PNG, JPG — analyzed using vision AI for OCR, chart reading, and diagram interpretation

Other

JSON files are parsed and indexed. Additional formats may be supported depending on your instance configuration.

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Using Files in Chat

Once a file reaches Ready status, the AI can reference it in any conversation. You do not need to re-upload a file to use it again. When you mention a document by name in chat or ask the AI to search your files, it queries the indexed content directly.
Files uploaded in a workspace chat are scoped to that workspace by default. Personal chat uploads are scoped to your account. Company knowledge files are available to all users in your organization.

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Getting a File from Chat

You can ask the AI for a document by name — “send me the Q3 report”, “where is the lease PDF”, “download the vendor list” — and it hands back a direct download link to the file that already lives in your Files. It never creates a duplicate copy. If several files match your request, it lists up to ten, most recent first, each with its own download button so you can pick the right one.

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Source Files in Answers

When the AI answers using your company documents, it lists the files it drew from in a Sources panel below the response, with a download button for each cited file. Expand the panel to see every source document and download the original. The Sources panel is saved with the message, so it is still there when you reopen the conversation later.

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Deleting Files

To remove a file, open the file detail panel and click Delete. This removes the file from storage, its vector embeddings, and any associated knowledge graph entities. Deletion is permanent and cannot be undone.
Deleting a file removes its embeddings and knowledge graph data. Any AI responses that previously referenced the file will still exist in chat history, but the AI will no longer be able to retrieve or cite the original content.