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Create a Downloadable File

Use a prepared Sandbox-enabled agent in Web Chat to create and download a named file.

This workflow uses Chat with Tools, specifically Sandbox, in the Platform documentation. It does not use Code Interpreter.

Before You Start​

  • This feature is available only when Sandbox is deployed in your environment and enabled for the prepared agent.
  • Ask your administrator which prepared agent can create and publish files with Sandbox.
  • Upload only source material that your organization allows you to use, and decide the required file name and format before you begin.

Follow The Steps​

  1. Choose A Sandbox-Enabled Agent

    Click Chat in the left sidebar. If an older conversation is open, click New Chat. Open the agent selector below the message box and click the prepared agent your administrator confirmed has Sandbox enabled.

    Siesta AI Web Chat with a prepared Sandbox-enabled agent selected
    Use only the prepared agent your administrator identified for Sandbox file work.
    Platform guide: Sandbox

  2. Attach The Source And Request A Named File

    Click + below the message box and choose the source file. Then ask the agent to create the output in the exact format and file name you need. Include the required sections, tell it not to invent missing information, and ask it to visually check the rendered document before publishing. Then click Send message.

    Siesta AI Web Chat with an attached source file and a request for a named downloadable document
    Attach the source and state the exact output format, file name, and required contents.
    Platform guide: Sandbox file workflow

  3. Download The Published File

    Wait for the published file artifact to appear in the conversation. Check its file name and format. Use Open for a supported preview, then Download original and open the downloaded file to verify its contents. If preview is unavailable or exceeds its limit, download the original directly.

    Published file artifact in Siesta AI Web Chat with a Download button
    Download only after the published artifact appears and its name and format are correct.
    Platform guide: Sandbox file workflow

Try It​

Use the attached meeting-notes.txt to create a Word document named
project-check-in.docx. Include Summary, Decisions, Owners, and Next Steps.
Mark missing owners as TBD. Do not invent information.
Render and visually check the document, fix any layout problems,
then publish the finished .docx file for download.

For a spreadsheet exercise, download the small synthetic sales CSV, attach it in a new chat, and ask for an XLSX workbook with the original rows and monthly totals, plus a one-page PDF summary. Ask the agent to check the totals, visually inspect the PDF, and publish both files. The sample contains no customer data. Its expected totals are EUR 27,300 in revenue and 147 orders.

Published XLSX and PDF artifacts with verified totals from the synthetic sales example

The published cards identify the actual files. Select Open to inspect a supported format.

Sales summary PDF open in Chat, with the original-download control in the preview toolbar

The PDF preview shows the monthly figures and chart. Download the original to check it in your own viewer; spreadsheet previews may omit charts or shorten cell text.

Check The Result​

Chat should show a published artifact named project-check-in.docx with Download original. The downloaded document should open and contain the four requested sections using only information from the attachment. Check page breaks, headings, and any tables as well as the facts. A text response saying the file was created is not enough; the published artifact must be present.

If It Does Not Work​

If the agent reports a workspace reset, ask it to rebuild the result from your source attachment. If a command times out or publishing fails, read the tool status and check which files were actually published. A filename mentioned only in the reply is not a downloadable file.

The most common problem is choosing an agent without Sandbox or using an environment where Sandbox is not deployed. Ask your administrator to confirm both requirements, then start a new chat with the approved agent and try again. Next, learn how to Fill a Web Form Safely.

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