Referencing files and data
Point Kimpton to a document, portfolio, ticker, or Skill.
Type one of these symbols in the New Agent message box, then choose a result from the list:
| Type | Choose | Example question |
|---|---|---|
@ | A document, connected file, table, portfolio, or person | "Summarize @Investment Mandate and show its date." |
$ | A ticker | "What changed for $AAPL this quarter?" |
/ | A Skill | "Use /Morning briefing for today's market notes." |
The selected item appears in your message before you send it. If it does not appear in the picker, check that it has finished uploading, that you are in the right organization, and that you have access. A reference does not grant access to a private source.
To use a new document, upload it to Vault first. To learn what a Skill is, see Skills.