Ursa File Upload

Uploading Files & Documents to Ursa

Ursa can read and analyze files you upload, including images, PDFs, spreadsheets, and text documents. This is useful for extracting data, answering questions about document contents, or processing information from files.

Requirements

File uploads are only available in Agent mode. Before uploading, make sure you've switched to Agent mode using the mode dropdown in the chat input area.

Note: File uploads are not available in Ask mode or Account Builder mode. See Understanding Chat Modes for details on switching modes.

How to Upload Files

  1. Open the Ursa chat drawer and switch to Agent mode.

  2. Click the plus icon (+) in the chat input area.

  3. Select the file(s) you want to upload from your device.

  4. Add a message describing what you'd like Ursa to do with the file (optional but recommended).

  5. Press Enter to send your message with the attached file(s).

Supported File Types

Ursa supports a wide range of file formats:

Images

  • PNG, JPG/JPEG, GIF, BMP, TIFF, WebP

Documents

  • PDF

  • Word documents (DOC, DOCX)

  • Text files (TXT)

  • Rich Text Format (RTF)

Spreadsheets

  • Excel files (XLS, XLSX)

  • CSV files

Other Formats

  • JSON, XML

  • Markdown (MD)

File Limits

  • You can upload up to 3 files per message.

  • Each file can be up to 50 MB in size.

What Ursa Can Do with Files

When you upload a file, Ursa can:

  • Extract text from images using optical character recognition (OCR)

  • Read and summarize document contents

  • Analyze spreadsheet data and answer questions about rows, columns, and values

  • Answer questions about the content of any uploaded file

  • Compare information across multiple uploaded files

Example Prompts with File Uploads

  • Upload a photo of a receipt: "Extract the vendor name, date, and total amount from this receipt."

  • Upload a spreadsheet: "Summarize the data in this file and tell me how many items have a status of 'Active'."

  • Upload a PDF manual: "What are the maintenance intervals listed in this document?"

  • Upload an image of a label: "Read the serial number and model information from this label."

Tips for Best Results

  • Use clear, high-resolution images — Blurry or dark images may produce inaccurate text extraction.

  • Upload well-formatted documents — Organized documents with clear headings and structure produce better results.

  • Include context in your message — Tell Ursa what specific information you're looking for in the file.

  • Keep files under the size limit — If a file is too large, consider splitting it or uploading only the relevant pages.

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