Personal AI enables seamless interaction with uploaded documents, allowing your AI personas to reference and respond based on specific files — including PDFs, spreadsheets, presentations, and more. This guide outlines how to reference documents effectively using the : (colon) syntax during conversations.
A dropdown menu will appear, showing all files associated with the active persona.
Begin typing the name of the file; the list will filter in real time based on your input.
Select the desired file from the filtered list.
Note: The colon can appear at any point in your message — beginning, middle, or end — and your AI will still correctly identify and use the selected document.
Here are common situations where referencing documents enhances AI responses.
Data analysis: Reference specific reports or spreadsheets.
Template usage: Pull in formatting or language from pre-approved documents.
Follow-ups: Use past meeting transcripts alongside communication templates.
Context switching: Pull insights from different documents without losing context.
By using the colon : syntax, you can precisely control which documents your AI persona references, improving accuracy, efficiency, and context-awareness in every interaction.