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Tools and files

Call external capabilities, handle attachments, and generate documents in assistant or instance chat. Back to Agentic assistant.

Tool calls and orchestration​

Path: Chat input → Tools → pick a tool or MCP → send.

  1. Confirm the instance already has the tool, MCP, or credentials bound.
  2. Open Tools and select the service.
  3. Provide parameters and the expected result, then inspect the call and return.
  4. On failure, check parameters, permissions, credentials, and resource status.

Tool call in progress and completed

Skill shortcut​

Path: Chat input → type / → pick a Skill → fill parameters → send. If missing, check whether it is bound and whether you have permission. See Use and invoke.

Invoke a Skill with /

File upload and preview​

Path: Chat input → upload → choose files → type the processing request → send. Click a file in chat to open the right-hand preview. Size and format: Files and upload.

Document preview on the right

Generate documents​

State file type (DOC, Markdown, PDF, Excel), title, audience, and structure. For complex content, confirm an outline first. Review completeness, format, and sensitive information before download or share.

Voice input​

Path: Microphone → record → stop → proofread names, amounts, dates → send. See Voice input for prompts.

Assistant scheduled tasks​

Top of the session → Scheduled tasks → New → configure run-as and schedule → save. Full steps: Session scheduled tasks.

Personal prompt library​

Left Resources → Prompt library → create or edit. Fill name, body, scenario, and visibility. Check references before delete. See Resource Center.

API authentication​

Path: Chat input → Tools → API auth → create or edit → save. Fill tokens in controlled fields and run a small test. Do not expose secrets in chat, screenshots, or prompts. GitLab: GitLab token setup.