File Management

Upload, download, and manage files linked to your sales data.

Manage files for contacts, calls, and the knowledge base.

List Files

View all uploaded files:

consuelo files list

Filter by type:

consuelo files list --type pdf
consuelo files list --type csv

Limit results:

consuelo files list --limit 50

Get File Details

Retrieve metadata for a specific file:

consuelo files get file_abc123

Returns file name, type, size, upload date, and associated entities.

Upload a File

Basic Upload

consuelo files upload ./proposal.pdf

Upload to Collection

Associate with a knowledge base collection:

consuelo files upload ./sales-deck.pdf --collection sales-materials

The file is uploaded and automatically queued for indexing.

Add Tags

Tag files for organization:

consuelo files upload ./contract.pdf --tags "legal,enterprise"

Download a File

Retrieve a file from storage:

consuelo files download file_abc123

Save to a specific location:

consuelo files download file_abc123 --output ./downloads/contract.pdf

Delete a File

Remove a file:

consuelo files delete file_abc123

Deletion is permanent. The file is removed from storage and any knowledge base indexes.

Supported File Types

Type	Extensions	Max Size
PDF	.pdf	50 MB
CSV	.csv	50 MB
Text	.txt	50 MB
Word	.doc, .docx	50 MB

Files larger than 50 MB are rejected. Contact support for larger file needs.

Upload Flow

When you upload a file:

1. CLI requests a presigned URL from the API
2. File is uploaded directly to cloud storage (S3)
3. API confirms the upload
4. If --collection is specified, file is queued for indexing

This architecture provides fast, secure uploads without routing files through the API server.

Link Files to Entities

Files can be associated with:

Entity	How
Contact	Upload from contact context in UI
Call	Auto-linked to call recording
Collection	--collection flag on upload

Output Formats

Human-Readable (Default)

Files:
  file_abc123  proposal.pdf      PDF    2.3 MB   2024-01-15
  file_def456  sales-deck.pdf    PDF    5.1 MB   2024-01-14
  file_ghi789  contacts.csv      CSV    0.8 MB   2024-01-10

JSON Output

consuelo files list --json

[
  {
    "id": "file_abc123",
    "name": "proposal.pdf",
    "type": "application/pdf",
    "size": 2411724,
    "uploadedAt": "2024-01-15T10:30:00Z"
  }
]

Next Steps

• Knowledge Base — Index uploaded files for search
• Import Contacts CSV — Import contacts from CSV files