Stephen Turner
Akash Kumar
Jordan Lee
Taylor Scott
Add your own files to the Bridge Knowledge Base for answers
The Knowledge Base is a file library in Bridge. Upload a file once, and the Assistant, your agents and your Spaces can search it as a source. This guide covers which files work, how to check a file is searchable, and how to connect it where you need it.
Why add files at all
Meetings rarely hold all the context. A pricing sheet, a product spec or an onboarding checklist often answers the question someone asks after a call.
With those files in the Knowledge Base, you upload once and reuse them. You don't attach the same document every time you ask the Assistant something.
Which files work
- Formats: PDF, DOCX, CSV, TXT, MD, JPEG and PNG.
- Size: up to 10 MB per file.
- Where: Account settings → Context → Files.
- Plan: uploading files needs a paid plan (Professional, Business or Enterprise).
Upload and organize
- Select Upload, or drag files onto the page or onto a folder.
- Select New folder to group related files, such as one folder per product or client.
- Drag a file onto a folder to move it, or use the file's actions menu to add it to a folder.
- Switch to table view to see each file's name, type, size and date added.
Check the file is searchable
After upload, a status label shows whether Bridge can search the file. Check it before you rely on the file in an answer.
| Label | What it means | What to do |
|---|---|---|
| Processing | Text is still being extracted | Wait, then check again |
| No text found | The file has no extractable text | Upload a version with text in it |
| Not searchable | Processing failed | Hover the label to see the reason |
Connect files where you need them
A file in the library isn't used until you connect it. Connect it in one or more of these places.
- Assistant: turn on Search files in the sources menu, then choose the files or folders it can search.
- Agents: give an agent the Files search tool and only the files it should use. Custom agents need a paid plan.
- Spaces: open the Space's Files tab and add files or folders from your library, or upload files directly. Inviting others to a Space needs a paid plan.
How files behave in a Space
- Members and guests of the Space can view the files you add.
- A linked folder stays linked, so files added to it later appear in the Space automatically.
- Each Space can hold 200K tokens of file text and shows how much of that budget is in use.
- A file added to a linked folder can push a Space over its budget. Then nothing new can be added until something is removed, but the Assistant keeps working.
Example: a sales team's pricing questions
This setup is illustrative. A sales team keeps its current pricing sheet and security overview in a Knowledge Base folder called Sales references.
They link that folder to their Deals Space. After a call, a rep asks the Space's Assistant what the customer was promised. It can answer from both the Space's meetings and the pricing sheet.
Before you delete a file
Deleting a file removes it from Files and from everywhere it is used as a source. It can't be undone.
Removing a file from a folder is different: the file stays in your library and remains available as a source.