File System FAQ

Common questions about the file system and knowledge base.

General

Where do I find Files in Consuelo?

Click Files in the left sidebar. It’s in the same position where Notes used to be. The Files page shows all files across your workspace with prebuilt views for Recordings, Scripts, Agent Files, and Temporary files.

What happened to Notes?

Notes still exist as a separate object with all their relations to People, Companies, and other records. You can still create and view notes on record detail pages through the Notes tab. Notes just no longer have their own dedicated sidebar entry — the Files page replaces it in the navigation.

Can I still attach files to records?

Yes. The Files tab on record detail pages (People, Companies, Opportunities, etc.) works exactly as before. You can upload files directly to a record, and they’ll appear both on that record’s Files tab and in the main Files page.

Knowledge Base

Do all files get indexed automatically?

Only text-based files are auto-indexed: PDF, Word (.doc/.docx), plain text (.txt), Markdown (.md), CSV (.csv), and HTML (.html). Images, videos, archives, and other binary files are stored but not indexed for text search.

How accurate is the semantic search?

The knowledge base uses OpenAI’s text-embedding-3-small model with 1536-dimensional vectors. Results are filtered by a minimum similarity threshold of 0.7 (on a 0-1 scale). In practice, this means results are highly relevant — the system understands meaning, not just keywords.

Can AI agents search my files?

Yes. Any AI agent connected to Consuelo via the GraphQL API can use the knowledgeSearch query to search across all indexed file contents. This is the primary way agents access your team’s sales knowledge.

What is a collection?

A collection is a named grouping of indexed content within your workspace. Every workspace has a default collection where auto-indexed files go. You can create additional collections via the API to organize knowledge by topic (e.g., “Sales Playbook”, “Product Docs”, “Competitive Intel”).

How do I search the knowledge base?

Through the GraphQL API:

query {
  knowledgeSearch(input: {
    query: "your search query"
    limit: 5
  }) {
    content
    similarity
    collectionName
  }
}

A UI-based search is planned for a future release.

File Categories

How do I change a file’s category?

Open the file’s detail page and change the File Category field. The file will then appear in the corresponding prebuilt view.

What are temporary files?

Files with an Expires At date set. They appear in the Temporary prebuilt view and are intended for short-lived content like one-time reports or time-sensitive exports.

What are Agent Files?

Configuration files that AI agents read to understand your team’s sales methodology. Examples: MEDDIC qualification checklists, discovery question frameworks, objection handling guides. When you update an agent file, the agent’s behavior changes immediately — no code deployment needed.