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Manage files

In the Manage files section, all files that relate to the Production Copilot are listed and can be managed.

Production Copilot considers files in Insights Hub Integrated Data Lake (IDL), which have the specific tag copilot. These files are used for Retrieval-Augmented Generation (RAG), e.g., with the Knowledge Base agent or the findInDocuments skill.

Manage files provides two view modes:

  • Explorer View: it reflects the folder structure in IDL. You can navigate through folders by clicking on them. The folder card shows the aggregated status of the underlying files. Using the context menu, you can navigate directly to the folder or file in IDL Manager.

Manage Files - Explorer View

  • List View: it lists the files in a grid with possibilities to filter and search.

Manage Files - List  View

Important note:

If a specific file is not shown, please check in IDL Manager if the copilot tag is set for this specific file.

Sync files

Files which are tagged in IDL are not automatically synced with the RAG database. An administrator has to trigger this process to ensure that the right files are synced with Production Copilot.

Syncing in this context means that the readable parts of the documents are stored in a way the Production Copilot can handle and answer questions related to that.

The status of each file is displayed as well as actions, e.g., to sync a file or navigate to the IDL Manager.

The following statuses are currently supported:

Status
Description
The file is tagged in IDL but has not been synced with the Production Copilot's database.
Start a sync before you can ask related questions.
This is the initial state after a file has been tagged.
The file is ready to ask questions for it. Production Copilot can answer questions for all files with this status.
Sync of the file with Production Copilot's database is in progress. Depending on the file size, this can take some time.
The file was in sync with Production Copilot, but the tag has been removed.
Delete the file from the database to ensure that you cannot ask any related questions anymore.
The file is tagged in IDL, but the file type is not supported.
Delete the tag from IDL and refresh the page.
The file size exceeds the current limit. Upload a smaller file or split the file.
Something went wrong during the sync process. You can copy error details to send them to your support contact.

There are different possibilities to sync a file:

  • Sync a single specific file
  • Sync all files:
    All files will be synced. Files that are already in sync will be skipped.
  • Sync all (force) (in the context menu of the header):
    This will reset the RAG database for your tenant and start syncing all files again.

By syncing a file, its content will be available to every user of the Production Copilot, even if they are not the owner of the file or have access to that in the IDL Manager. By starting the synchronization, the user agrees to this action.


Last update: May 29, 2026