Work in a folder
Link a cloud folder (OneDrive, SharePoint, Google Drive, Nextcloud or ownCloud) to a chat as live knowledge.
With Work in a folder you link a cloud folder as live knowledge for exactly this chat. Kasimir reads the folder afresh for every question — whatever changes in the cloud between two questions is reflected in the next answer right away. The button sits in the knowledge bar directly below the input field, on the far left.
In project and team chats the space’s folders apply anyway. There the name of the project or team sits on the left; to add a folder just for this chat, open its menu and choose Add a folder just for this chat – there this only works via a company connection, so only for owners and admins.
Requirement: a cloud connection
Live folders work with OneDrive, SharePoint, Google Drive, Nextcloud and ownCloud; for SharePoint you pick a library or a folder inside it. If there is no such connection, the dialog says “No cloud connection available (OneDrive, SharePoint, Google Drive, Nextcloud or ownCloud).” and offers the way to connect one.
Members choose from their own connections; only owners and admins can link folders from a company connection.
In project and team chats the room's folders apply (tab Files & sources). Personal connections cannot be linked there – otherwise other members would see content from your private cloud through Kasimir. So only owners and admins can pick an additional folder for the chat there, via a company connection; members see a notice instead.
Select a folder
In the knowledge bar below the input field, click Work in a folder.
At the top, select the connection if there are several.
Browse the folders or use the search field.
Confirm with Select this folder.
The folder then appears as a chip on the left of the knowledge bar. The cross on the chip removes the link again (Remove folder context).
What the chip shows
The chip always tells you what Kasimir is doing:
State | Meaning |
|---|---|
preparing · 45 / 213 files | The folder is being read in the background. If you ask during this time, the answer waits as long as reading makes progress (at most 10 minutes) and shows “Reading folder · file x of y”. With Answer now with what is available – or if reading stalls for a minute – Kasimir answers without the folder. |
ready · 213 files | All files are captured and go into the answers. |
ready · 190 files · 2 folders not readable | The folder is usable; the cloud refused individual subfolders. The chip names the affected paths. |
For a large folder, the first preparation takes a few minutes. That happens once: afterwards only the changed files are re-read for each question.
Limits
At most 300 files per folder — including all subfolders.
At most eight folder levels deep.
Individual files up to 25 MB — the same limit as for chat attachments. Larger files are skipped.
For very large collections, the indexed route is the better choice (see below).
Sources in the answer
Answers that rely on files from the folder carry source references. Clicking one opens a preview of the file — PDF, images and text directly, Office documents as a rendered preview, emails as a readable mail view. The file is only passed through for this and not stored in Kasimir.
Live or indexed?
For a single chat, the live folder is the fastest route. For lasting company knowledge there is the indexed route:
Live folder (this route) | Indexed source | |
|---|---|---|
Freshness | read afresh for every question | as of the last sync |
Size | up to 300 files | designed for large collections |
Scope | this one chat | project, team, all projects or company-wide |
Set up in | input field in the chat | Project or team → Files & sources, or Administration → External sources |
In a project you connect folders in the tab Files & sources — both modes are available there. Members choose from folders your company has already shared company-wide; owners and admins connect a folder to a team. If the same folder should serve several projects, connect it once with the scope “All projects” instead of per project; this requires owner or administrator rights.