Chat with documents

PP Agent reads documents from the message box. Attach a file or image, ask a question, and the agent works with the file in your workspace.

Supported documents

The agent reads PDF, Word, Excel, PowerPoint, OpenDocument, RTF, EPUB, HTML, and CSV. You can also paste images directly into the message box.

Attachments are saved in the conversation’s workspace folder unless the agent is configured to use a different folder. See Data storage.

Diagrams and previews

• Mermaid diagrams in replies are drawn in the chat.
• SVG pictures in replies are displayed as images.
• HTML pages, dashboards, and Chart.js charts run in a sandbox without internet access after you press Run, in the chat or from an .html file in the Files panel.

The sandbox is for viewing generated pages, not for signing in to services or fetching live data. A page cannot reach the internet from inside the preview.

Create and edit Office files

The agent builds and changes Word, Excel, and PowerPoint files in your workspace with the bundled OfficeCLI. This is useful for:

• turning notes or research into a formatted document;
• updating a spreadsheet with new rows or formulas;
• assembling a deck from an outline and documents.

Saving asks first by default. The agent can also open and inspect existing Office files you attach, and it shows what it changed before writing.

Working with large documents

• Ask for page or section references so the answer stays checkable.
• Ask the agent to quote the exact passage when a number matters.
• Use /goal for a long, multi-file task so the agent keeps working turn after turn; see Deep research and long tasks.
• For a document set, put the files in the agent’s workspace folder and point the agent at the folder instead of attaching them one by one.

Keep originals

The agent works inside the workspace folder. Keep a copy of important originals outside it, or commit them to version control, so a mistaken edit is easy to undo.

What the agent does with a document

1. The file is stored in the conversation workspace.
2. The agent extracts text and structure with the appropriate reader.
3. It answers, or proposes file changes as a tool call.
4. A write waits for your approval unless the tool’s policy allows it automatically.

Related: Tools and approvals, Models and providers.