Converse with Uploaded Documents in CometAI

Table of Contents

CometAI allows you to upload files directly into a chat and ask questions about their contents. You can upload various document types, have various Language Models analyze or summarize them, and revisit them later without needing to re-upload. Firstly, Open the CometAI platform in your browser and log in using your UTD NetID and password.

Instructions

  • Start in a New or Existing Chat.
  • Click on the Plugin Selection, and enable the RAG feature option as shown in the figure.

 

Uploaded Image (Thumbnail)

  • From the main chat window, click the Plus icon located at the bottom left of the message bar.
    • Your file selection window will open.

Uploaded Image (Thumbnail)

Upload Your Document

  • In the file selection window, choose the file you want to upload.
  • Click Open to attach the document.
    • Depending on the document size you uploaded, the upload might take some time.
  • Once the document is completely uploaded, it will appear as an attachment above the text input bar with a green tick mark symbol. This indicates the file has been uploaded successfully & its embedding have also been created. 

    • If you start typing and send a message, the attached document will automatically be included in the conversation. 

  • Type your question into the chat and press Enter.
    • The Model will process the document and respond based on its content.

Uploaded Image (Thumbnail)

Tip: For details on where documents are stored and how to access them in different storage modes, read the Conversation Storage Options article in the Help Center.

Access and Manage Uploaded Documents

  • To find previously uploaded documents, click the pages icon at the bottom left of the chat window.
  • A "Files" pop-up window will appear, showing all available files.
  • From this window, you can:
    • Download a file
    • Delete a file
    • Sort by file type, date created, or name (Currently the Sort By functionality causes the File Upload Module to close. The Team is working to rectify this bug).
  • Click a file’s name to add it to the current chat.

Uploaded Image (Thumbnail)

Files Window Features 

  • Files - The files tab shows all the uploaded files from different sources e.g. uploads from local device, uploads from OneDrive/SharePoint, Artifacts and uploads using File picker. 

  • Tags - Shows your file tags so you can attach a whole group of labeled files at once. Selecting a tag pulls in every uploaded file with that tag for chat/RAG, instead of picking files one by one. NOTE: File Tags are not working currently, please avoid this feature until notice. 

  • Docs - Filtered view of document-type files from your library (Word, PDF, Markdown, Text, HTML). Same sources as Files, limited to docs only. 

  • Slides - Filtered view of presentation files (PowerPoint, Google Slides). Same library as Files, limited to slides only. 

  • OneDrive - Browse your connected Microsoft OneDrive and attach files into CometAI. Selected files are brought in from OneDrive, then uploaded/indexed like other files. 

  • SharePoint - Browse connected SharePoint sites, libraries, and folders, then attach documents into CometAI the same way (import → upload → index for chat). 

For more information regarding OneDrive/SharePoint Integration, please review this Article -  Microsoft Integration - CometAI

 

Files Upload Status Levels

Status 

UI label 

Meaning 

starting 

Starting (blue) 

Queued for embedding; not chunking yet 

processing 

Processing (amber) 

Actively embedding chunks 

completed 

Completed (green) 

Fully indexed — ready for RAG/chat 

failed 

Failed (red) 

Embedding failed (any chunk fail → parent fail) 

terminated 

error (slate) 

Job stopped/terminated by admin 

not_found 

----- (gray) 

No embedding record yet (what you’re seeing as ....) 

 

Flow: starting → processing → completed or failed 
(terminated can cut that short.) 

Chat impact 

  • Completed → vector RAG can use the file 

  • Starting / Processing → may wait, requeue, or fall back to extracted text 

  • Failed / Terminated → indexing broken; use reprocess or admin fix 

  • ----- → embedding hasn’t started or wasn’t found 

Icons next to Status (actions) 

  • Blue refresh — check again; file may still be processing (shown when not completed and recent, ≤ ~5 min) 

  • Gray reload — regenerate text extraction + embeddings (failed, or stuck longer than ~5 min) 

Supported File Types and Usage Notes

File Category

File Extension(s)

Usage Notes / Limitations

Presentation

.ppt

Convert to .pptx if possible, for better compatibility 

.pptx

 

Web

.html

 

Data

.csv

Get guidance on using the correct model for your case on Use-Case based Model Selection Guidance in CometAI 

.xlsx

 

.json

 

Document

.docx

 

.pdf

.md

 

.txt

 

Image

.jpg

 

.png

 

.gif

 

.heic

 

Script

.py

 

.sh

 

Archive

.zip

 

Important Notes

  • Limitations for file uploads are still being tested.
  • Uploaded file performance depends on the model’s context size and file complexity.
  • Large or complex files may take longer to process.
  • For best results with spreadsheets, keep data sets small and use a higher-capability model.

Best Practices

  • It is recommended to use-excel file with single sheet if possible.
  • Guidance on using the correct model for your case on Use-Case based Model Selection Guidance in CometAI 
  • Start small by uploading fewer, smaller documents first. Review the results, refine your prompt, then gradually use larger files, more documents, and higher-capability models as needed. 
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