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Files Tab

The Files tab lists every file you've added to a project: recordings, documents, surveys. Click any file to open the asset viewer.

For each file you'll see:

  • Title and type. Icons show audio, video, text, PDF, or CSV.
  • Duration (audio/video) or size.
  • Status. A file moves through Uploading, Uploaded (queued), Processing, then Ready; a failed file shows Error.
  • Tags applied to the file.

Opening a file​

Click a file. The asset viewer opens on the right with the type-appropriate UI:

  • Audio / video: an interactive player with the transcript next to it. Click any transcript line to seek.
  • PDF: page viewer plus extracted text.
  • Text: full document view.
  • CSV: table view; rows become rows the agent can query.

For audio and video, the transcript shows next to the player, with sentiment and tag overlays you can toggle.

Adding files​

Open the Upload tab in the left sidebar. It has three tabs:

  • Upload. Drag and drop, or click to browse, from your computer. Max 500 MB per file; audio, video, text, PDF, or CSV.
  • Library. Pick files already in your workspace media library.
  • Notetaker. Send the notetaker to join a live meeting.

You can also drop files anywhere on the Files tab to upload and attach them in one step.

Removing or renaming files​

Hover any file row and use the kebab menu to rename, edit transcript notes, or remove the file from the project.

Removing a file from a project does not delete it from your workspace media library, where every file you've uploaded stays listed. See Files (media library).

Files vs. media library​

The project Files tab shows files attached to this project. The workspace Files (media library) shows everything across all projects.