Active Intelligence lets users attach files directly in their chat. Active Intelligence will use the information from the attached documents to provide context when creating campaigns.
Have Active Intelligence connect directly to your workflow by uploading documents such as:
- Specific campaign briefs
- Brand guideline documents
- Content playbooks
- Event flyers
Take note
Active Intelligence can only support PDF and DOCX file types to provide context when creating campaigns.
How to upload files to Active Intelligence
- In the Active Intelligence Overview page, click inside the Active Intelligence prompt field.
- Click the attachment icon (paperclip) in the lower left-hand corner of the prompt field.
- Select the “Upload a file” option.
- The file selection modal will appear. Select a file and click the “Open” button.
- The attached file will appear at the top of the Active Intelligence prompt field. Type a prompt that references the file you attached.
- Click the arrow button on the bottom right of the prompt field.
Once you have submitted your prompt with the attached file, Active Intelligence will analyze the file and use it to provide context during your session.
Please note that Active Intelligence will only reference the attached files during your current session. If you need Active Intelligence to reference the same attachments in future sessions, those files will need to be re-uploaded.
Prompt Examples
Here are a few examples of prompts you can use alongside specific types of file attachments in Active Intelligence:
- “Create a campaign for a new product launch and reference my campaign brief for guidance”
- “Make an email based on this event flyer”
- “Create a welcome campaign using my brand guidelines document”