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📎 Bring your own business context into the Agent conversations
New
3 months ago

📎 Bring your own business context into the Agent conversations

The Agent can now read the context of the documents where your decisions actually live. Attach a board deck, meeting transcript, offline spreadsheet, or policy doc to any conversation, and the Agent combines it with your Abacum data to answer as your real business context partner.

✨ What's new

A lot of the "why" behind your numbers sits outside the platform: the re-forecast discussed in a board deck, the hiring pause approved in a meeting, the covenant defined in an operating plan. Now you can bring that business context straight into the conversation.

Click the new attach button (+) in the Agent input, add one or more files with your question, and the Agent uses their content alongside your models and datasets, not instead of them. Each file shows as a chip on your message and stays part of the conversation for follow-ups.

📈 Impact

  • Cross-check documents against live data, attach your FY2026 board operating plan, and ask "What's the EBITDA burn covenant, how much have we burned to date, and how much headroom is left?" The Agent reads the covenant from the deck and pulls actual EBITDA from your model.
  • Validate reports at a glance, attach a P&L screenshot, and ask the Agent to compare it against the P&L in your Space.
  • Ground answers in your source documents, meeting transcripts, policy docs, and offline spreadsheets that become part of the Agent's context.

⚙️ How it works

Click + in the Agent input (side panel or expanded view), pick your files, and ask. Supported types: pdf, csv, xlsx, html, txt, md, and images (png, jpeg, gif, webp). Files are validated at upload, so if a file is too large or unsupported, you get a clear message upfront. You can always upload just the relevant tab or section. Attachments are scoped to their conversation only and never influence other conversations or users.