FileAgent AI Assistant

#What the AI Assistant can do

The FileAgent AI Assistant gives administrators a conversational way to learn the product and prepare transfer workflows. It can:

• Answer FileAgent questions and explain job types, settings, and terminology in context.
• Recommend configurations for transfer modes, schedules, destinations, file handling, and reliability controls.
• Create or edit jobs in plain English by preparing a supported configuration for you to review.
• Help troubleshoot a workflow by explaining settings and suggesting practical next steps.

For example, you can ask, “Create a nightly SFTP-to-Azure Blob job that archives transferred files,” or, “Which transfer mode should I use to keep these folders identical?”

#Availability and control

The AI Assistant is available on Business Premium and Enterprise. An administrator configures it under Settings → AI Assistant by choosing a supported provider — Anthropic Claude, Google Gemini, or OpenAI — and supplying an API key managed by your organization.

The assistant does not bypass FileAgent's controls. It works only with supported actions and the signed-in user's permissions. Any proposed job creation or edit is shown for review and requires explicit confirmation before FileAgent applies it.

#Set up Gemini using its free API tier

Google offers a Gemini Developer API free tier for eligible models, projects, regions, and usage. This lets many teams try the FileAgent AI Assistant without adding a separate AI provider charge.

1. Sign in to Google AI Studio with the Google account that will own the integration.
2. Create a Gemini API key. Google associates the key with a Google Cloud project; new AI Studio users may receive a default project after accepting Google's terms. See Google's API key guide if you need to create or import a project.
3. In FileAgent, open Settings → AI Assistant and choose Google Gemini.
4. Paste the Gemini API key, save the configuration, and test the assistant with a FileAgent question.

#Privacy and safe use

Assistant requests are sent to the provider you configure. Before enabling the feature, review that provider's privacy, security, retention, data-use, and procurement terms. In particular, Google states that content submitted through its Gemini free tier may be used to improve its products, while its paid tier has different data handling.

• Use a provider account owned by your organization rather than a personal account.
• Limit access to the provider account and rotate the key if it may have been exposed.
• Do not paste secrets, passwords, private keys, or unnecessary sensitive file contents into prompts.
• Review every proposed FileAgent change before confirming it.

The configured provider key is stored encrypted by FileAgent and is not displayed back in full in the administration interface.

#Getting useful results

Give the assistant the same context you would give an experienced administrator: the source and destination types, when the transfer should run, what should happen to source files, and how failures should be handled. Keep requests focused, then review the proposed settings against the requirements of your workflow.