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Attach a file to a chat, then ask Parker about it in the same message.

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Before you begin

  • Have the file on your computer. You don’t need any connections to attach files.

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Attach a file

1

Add the file

Select Attach (the paperclip in the message box), and then choose one or more files.
2

Check the file card

Each file appears as a card in the message box, with its type and size. Under the cards, a counter shows how much you’ve used, for example “1 of 10 files · 51 B of 30 MB”. To take a file off, select the × on its card.
Message box with a TXT file card named pricing-notes and the counter 1 of 10 files, 51 B of 30 MB.

An attached file, waiting to be sent.

3

Ask your question

Type what you want to know about the file, and then send the message.

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Check it worked

Your message shows the file as a card, and Parker’s answer refers to what’s in the file. Select the file card to open it in a viewer, where you can select Download. Select Close viewer when you’re done.
Parker’s answers come from your live data and can vary from one run to the next. Check important figures against Salesforce before acting on them, and use the sources Parker shows to see where an answer came from.

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Which files can I attach?

Older Office formats, such as .doc, can’t be attached. Save the file in the newer format first.

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How many files can I attach?

One message can hold up to 10 files and 30 MB in total. The counter under the file cards shows how much you’ve used.

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Where do my files go?

Files you attach stay with that chat. They also appear in Files Beta in the sidebar, marked Uploaded by you. Files that Parker makes for you, such as a Salesforce export, appear there too, marked Made by Parker.

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Example prompts

Summarize an attached file

Pull out key details

Find what stands out in a spreadsheet

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Troubleshooting

That file type isn’t supported. Check Which files can I attach? and convert the file, for example from .doc to .docx.
One message can hold up to 10 files and 30 MB in total. Remove a file, send the message, and then attach the rest in your next message.

Chat overview

How the chat screen works.

Files

Find your uploads and Parker’s exports.

Reports and documents

Turn what you find into a report or page.

Knowledge

How admins add documents for everyone.
Last modified on October 12, 2026