Attachments & mentions

Give Bidlo AI the exact files, pages, and records it should use.
2 min read · Reviewed

Add a file or reference a Bidlo document when your question depends on a specific source.

Choose an attachment or a mention

Use the option that matches where the information lives:

  • Add file uploads a file with the current prompt.
  • Add Context references an existing Bidlo document or record.
  • Typing @ opens the same context search inside the prompt.

An attachment is useful for a file that is not already available as the Bidlo record you need. A mention is useful when the source already lives in your workspace and should remain connected to its Bidlo identity.

Attach a file

  1. Open a chat prompt.
  2. Select the + menu.
  3. Select Add file.
  4. Choose the file.
  5. Check that the file appears with the prompt.
  6. Enter the question you want answered from that file.
  7. Send the message.

If an upload fails, the prompt keeps the attachment so you can retry or remove it.

Mention a Bidlo document or record

  1. Place the cursor where you want to add the reference.
  2. Type @, or select + and then Add Context.
  3. Enter part of the document or record name.
  4. Choose the matching result.
  5. Add the task you want Bidlo AI to complete.
  6. Send the message.

The reference appears in the prompt before the message is sent.

Make the request specific

Tell Bidlo AI what to inspect and what to produce. For example:

Using @Project Name, list the bid date, owner, and three open questions.

When you attach several sources, name the role each source should play. Ask the assistant to say when a requested fact is not present rather than filling the gap with an assumption.

FAQs

Should I attach a file or mention a Bidlo document?

Attach a file when the source is on your device. Use an @ mention when the source already exists as a Bidlo page, record, or document.

Does mentioning a document change who can access it?

No. A mention identifies context for the chat; it does not change the document’s visibility or permissions.