Pro AI Chat - FileRise Docs

FileRise Pro AI Chat is a scoped AI assistant layer for FileRise. It covers authenticated app chat, public share copilots, public portal copilots, queued AI workflows, watched automations, and AI agents.

It is not a raw provider console. FileRise stays in control of scope, ACL, workflow dispatch, confirmations, and public-surface limits.

Where AI appears

FileRise Pro AI currently has 4 main surfaces:

App chat inside the signed-in FileRise UI
Public share AI on shared folder pages when the share has AI enabled
Public portal AI on client portals when the portal has AI enabled
Admin AI workspace under Automation -> AI

Related docs:

What app chat can do

Inside the authenticated FileRise app, AI Chat can help with:

browsing files and folders in the current allowed scope
reading text files
creating files or folders
renaming files
moving or copying files
deleting files or folders when the user has permission
adding, removing, or clearing tags
provider-backed extraction and analysis workflows
FileRise-specific diagnostics and troubleshooting prompts

Examples:

List files and folders here.
Read the notes file in this folder.
Create a folder called Processed.
Rename all files that contain invoice to use INV-.
Move the largest 10 files here into Archive.
Tag all images in this folder.
Extract all invoices in this folder to csv.
Transcribe all audio files in this folder and tag them.
/diagnostics

Shared folders can expose a public AI assistant when:

public AI is enabled in admin settings
the share has Enable AI Assistant turned on
the share is still valid and accessible

Public share AI is intentionally narrower than signed-in app chat.

It is designed for:

explaining what the share is for
answering upload/access questions
listing or discussing files that are already visible in the share
summarizing visible readable files
searching visible readable text
comparing two visible readable files

Important limits:

public share AI is read-only
it stays inside the current shared folder scope
it cannot mutate files or folders
upload-only or hidden-listing shares do not expose file inspection behavior

Examples:

What is this share for?
How do I upload files here?
Summarize the visible text files in this share.
Search the visible files for the contract start date.
Compare file A and file B.

Public portal AI

Client portals can also expose a public AI assistant when:

public AI is enabled in admin settings
the portal has Enable AI Assistant turned on
the portal is active and accessible

Portal AI can help with:

upload instructions
portal purpose and access guidance
questions about what can be uploaded
questions about currently available downloadable files
summarizing or searching readable files that the portal currently exposes

Important limits:

portal AI is read-only
it stays inside the configured portal folder scope
if downloads are disabled, file inspection actions are unavailable
if uploads are enabled, the assistant can guide users without gaining extra access

Examples:

What can I upload here?
Is this portal upload-only?
Summarize the files available in this portal.
Search the visible files for the project number.

Guardrails and scope

AI Chat stays inside FileRise guardrails:

every authenticated action runs as a FileRise user
source and folder scope are enforced before execution
Core ACL rules still apply
public share and portal copilots are forced into read-only profiles
destructive or bulk plans use preview plus /confirm <token>
admin settings can enable global read-only mode
public share, portal, and IP-based rate limits apply
recent AI activity can be reported in admin views

The AI provider does not directly mutate the filesystem. FileRise plans and executes allowed operations through its own guarded backend layer.

Core operations exposed to AI

The current AI operation catalog includes FileRise-aware actions such as:

list files and folders
read file
create file
create folder
rename file
move files
copy files
delete files or folders
add tags
remove tags
clear tags

The catalog is generated from Core so the Pro runtime can use the current operation list and metadata instead of maintaining a separate hardcoded copy.

Bulk workflows

AI Chat also supports bounded workflows for larger jobs.

Current examples include:

invoice extraction to CSV/JSON
structured extraction using an admin-defined schema
image tagging
audio transcription
audio transcription plus tagging
bulk organize by type
bulk organize by year
bulk move
bulk copy
bulk delete
bulk rename
bulk tag or clear tags

These are registry-driven workflows, not unrestricted freeform automation.

Analysis modes

Depending on the workflow and available tooling, FileRise AI can use:

provider vision
local OCR
both
workflow defaults

The admin AI settings page also supports OCR/audio helper paths and a default vision preference.

Recipes

AI Chat includes:

built-in recipes
saved per-user recipes
pinned recipes
scope-aware recipe usage
workflow hints tied to known tasks

This makes common prompts reusable without needing users to remember exact wording.

AI agents

FileRise Pro also includes AI agents for external or automated callers.

Agents support:

mapping each agent to a FileRise user
restricting each agent to a sourceId and rootPath
issued bearer tokens
hashed token storage instead of plaintext token storage
optional outbound webhooks
token rotation
queued processing through the automation worker

Authentication supports:

Authorization: Bearer
X-Agent-Token
JSON body token

Watched AI automations

The admin AI workspace adds watched AI rules and approval flows.

These can trigger AI jobs from supported events such as uploads and route them into bounded workflows like:

invoice extraction
structured extraction
image tagging
audio transcription

Rules can optionally require approval before the job is queued.