---
title: Manage personal files
slug: agent-platform/docs/manage-personal-files
docTags: 
createdAt: 2026-09-21T20:41:51.580Z
---

Personal files in Optimizely Agent Platform let you store documents, notes, and reference material that agents access automatically during task execution. Use this article to create, upload, edit, and organize files in the Personal Files tab.

## The Personal Files tab

The Personal Files tab has two panels:

- The **Files** panel lists your files and folders. The toolbar contains **New file**, **New folder**, and **Search files**. Select **Select** to act on several files and folders at once.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/D5j_owrIDHNh7QpFB3DAe_files-section.png" size="100" isUploading="false" position="center" width="2246" height="1226" darkWidth="2246" darkHeight="1226" showCaption="false" indent="1"}

- The editor displays when you select a file. Use the editor toolbar to **Undo**, **Redo**, **Expand to full screen**, and access **More**. Switch between the source and preview tabs to edit or review the rendered output.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/MIY9-tKrKTNzCu8CSkKoh_editor-section.png" size="100" isUploading="false" position="center" width="2246" height="1226" darkWidth="2246" darkHeight="1226" showCaption="false" indent="1"}

Mark automatically generates and maintains some files, for example `MEMORY.md`. These files are read-only and display an information banner in the editor. Do not delete auto-generated files.

## Create a file

Use **New file** to create a text or markdown file directly in Agent Platform.

1. Click **New file**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Gqp2n073uHGcVqmnOHmF6_new-file.png" size="70" isUploading="false" position="center" width="1286" height="1226" darkWidth="1286" darkHeight="1226" showCaption="false" indent="1"}

2. Enter a name for the file.
3. Click **Add** or press Enter.

Agent Platform automatically opens the file. Enter your content and click **Save**.

## Create a folder

Use **New folder** to organize your files into subfolders.

1. Click **New folder**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/31bbUFHlcx6BSP88Dlegu_new-folder.png" size="80" isUploading="false" position="center" width="1286" height="1226" darkWidth="1286" darkHeight="1226" showCaption="false" indent="1"}

2. Enter a name for the folder.
3. Click **Add** or press Enter.

Agent Platform automatically adds a file named `Untitled.md` to the folder. Folders display in the file tree and collapse or expand when selected.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/XghmtPDG1gGyaYi4X_hKm_new-untitled-file.png)

## Upload files or a folder

Agent Platform supports the following file types for upload:

- `.md`, `.txt`
- `.pdf`
- `.png`, `.jpg`, `.gif`, `.webp`
- `.xlsx`, `.csv`
- `.docx`, `.pptx`

### Upload from your local disk

To upload from your local disk, complete the following in the **Files** panel:

1. Click **Drop files here to upload**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/xuAotsVmYDZtml2V6jt4P_drop-files-to-upload.png" size="100" isUploading="false" position="center" width="1442" height="1048" darkWidth="1442" darkHeight="1048" showCaption="false" indent="1"}

2. Select **Upload files** or **Upload folder**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/LxPvuspzW3ASa94EbvqX6_upload-files.png" size="30" isUploading="false" position="center" width="412" height="938" darkWidth="412" darkHeight="938" showCaption="false" indent="1"}

3. Select the files or folder from your local disk.

### Upload by drag and drop

To upload files or a folder by drag and drop, complete the following steps in the **Files** panel:

1. Drag a file or folder from your local disk into the **Files** panel.
2. Drop it onto the **Drop files here to upload** area.

## Edit a file

Open any file in the editor to update its content.

1. Select the file you want to edit in the **Files** panel.
2. Click **Edit** to enter edit mode.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/LPzkhHntMvbGbIQFZP11H_edit-file.png" size="80" isUploading="false" position="center" width="2022" height="1186" darkWidth="2022" darkHeight="1186" showCaption="false" indent="1"}

3. Make your changes.
4. Click **Save**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/QL3XQaLY9VVKeoBnGcGAw_save-edits.png" size="80" isUploading="false" position="center" width="2030" height="1208" darkWidth="2030" darkHeight="1208" showCaption="false" indent="1"}

To discard your changes, select **Cancel** instead.

Switch between the source and preview tabs to edit or review the rendered output at any time.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/p9xeADNRmi8bzaPNPDTxo_output-toggle.png)

## View version history

Agent Platform saves versions of your files as you edit them. Use version history to review or restore a previous version.

1. Select the file you want to view in the **Files** panel.
2. Click **More**.
3. Select **Version history**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/1LC7iXHiM8BD9l7TXC07q_file-version-history.png" size="100" isUploading="false" position="center" width="2014" height="1026" darkWidth="2014" darkHeight="1026" showCaption="false" indent="1"}

View and restore version history in the following ways.

### View and restore a version directly

1. Click a version to preview it. A banner displays, alerting you that you are viewing an earlier version.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/DQX5OTSlyK-5Mb8R1zw8m_restore-or-go-to-latest.png" size="100" isUploading="false" position="center" width="1540" height="898" darkWidth="1540" darkHeight="898" showCaption="false" indent="1"}

2. Click **Restore version** to restore that version. Your current version stays in history, so nothing is lost.
3. Click **Back to latest** to return to the latest version.

### View a version with More

Click **More** for a version to see additional options.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/_PJlefDsJRLvBv3klqKAL_view-this-version.png)

The following options display:

- **View this version** – Preview this version, with options to restore it or return to the latest version.
- **Restore this version** – Replace the current version with this one. Your current version stays in history, so nothing is lost.
- **Compare with current** – View this version with a rich diff between this version and the latest version. Select **Restore this version** or **Back to latest** from this view.

## Rename a file or folder

Rename any file or folder from the context menu in the **Files** panel.

1. Hover over the file or folder you want to rename.
2. Click **More**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/SV7PyDQupK8sj_JZnMquz_rename-folder.png" size="40" isUploading="false" position="center" width="390" height="562" darkWidth="390" darkHeight="562" showCaption="false" indent="1"}

3. Select **Rename**.
4. Enter the new name.
5. Press Enter.

## Download a file

Download a copy of any file in one of five formats.

1. In the **Files** panel, hover over the file.
2. Click **More**.
3. Select **Download as**.
4. Select a format: **Markdown (.md)**, **Word (.docx)**, **PDF (.pdf)**, **Plain text (.txt)**, or **Rich text (.rtf)**.

## Select multiple files

Use multi-select to act on several files and folders at once. **Select** supports the following bulk operations:

- **Move to folder** – Moves the selected files to a folder.
- **Download selected** – Downloads the selected files.
- **Delete selected** – Permanently deletes the selected files.

To exit multi-select mode, click **Done**.

## Delete a file or folder

:::hint{type="danger"}
**Warning**

Deletion is permanent. Deleted files are not recoverable. Download a copy or check version history before deleting a file you may need later.
:::

### Delete one file or folder

To delete files or folders, complete the following in the **Files** panel:

1. Hover over the file or folder.
2. Click **More**.
3. Select **Delete**.
4. Click **Delete** in the confirmation dialog.

### Delete multiple files

To delete multiple files or folders at once, complete the following in the **Files** panel:

1. Click **Select**.
2. Select the checkboxes next to the files you want to delete.
3. (Optional) Select **Select all** to select all files.
4. Click **Delete selected**.
5. Click **Delete** in the confirmation dialog.

## Storage limit

Your storage limit depends on your subscription plan. The storage meter in the **Files** panel displays how much storage you have used.

Agent Platform blocks new uploads when your storage limit is reached. Delete files you no longer need to free up space.

:::hint{type="info"}
**Note**

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See [Turn generative AI off across Optimizely applications](docId\:X5U0kKD2azV5cIdNqwGNj).
:::