With file sending, agents and visitors can add screenshots and other relevant files directly to a chat from the dashboard or widget. Later, a link to the file and its thumbnail appear in History for the chat.
If file sending is enabled for your account, a clipboard icon appears in the bottom right of the chat panel:
By default, agents and visitors can send the following file types:
- PDF (.pdf)
- PNG (.png)
- JPEG (.jpeg)
- GIF (.gif)
- Text (.txt)
The size limit for files is 20 MB.
Administrators can also choose to whitelist other file types in additions to the ones listed above. For more information, see Managing file sharing.
Sharing a file as a visitor
Visitors to your site can follow these steps to share files with agents.
To share a file as a visitor
- Drag and drop a file into the chat widget box.
Alternatively, you can select Options > Send a File and select the file. - Wait for the file to upload to the chat.
At this point, the file appears in the chat transcript and in the agent's dashboard.
Sharing a file as an agent
The following steps describe how an agent can share a file in a chat.
To share a file as an agent
- Drag and drop a file onto the chat panel.
Alternatively, you can click the paperclip icon in the lower right-hand corner of the chat panel and select the file. - Wait for the file to upload to the chat.
- The file appears in the visitor's widget.
Comments
6 comments
Is there any way to send image attachment via REST chat api?
Hi Victory,
The Chat REST APIs are not designed to support ongoing chats, they focus on past chats. We have no immediate plans in the next 6 months to offer APIs to trigger actions during an ongoing chat.
Can you walk me through the use case you are trying to support?
Thanks,
Ramin
Hi Ramin,
Do you mean it's impossible for make a realtime-chat with Zendesk REST API and websocket right now.
I thought these APIs:
https://developer.zendesk.com/rest_api/docs/chat/chats
https://developer.zendesk.com/rest_api/docs/chat/apis#streaming-api
can support live-chat? Can it?
Also, I also notice other API clients here: https://developer.zendesk.com/rest_api/docs/api-clients/introduction. Can these API clients support live-chat ?
Hi Victor,
The streaming API is designed for reporting of real time data in aggregate, not to do certain actions in a specific chat.
Currently, there are no API clients that support the Chat REST APIs and the clients listed on that page are for the Support product only.
Thanks,
Ramin
Hi,
Is there a way to only enable File Sending from the agent point of view and not as a visitor?
Thank you.
Hi Ellen,
There is no way to support this with the native widget. You can look into building a custom widget that does not support file sending using the Web SDK: https://api.zopim.com/web-sdk/
Web SDK is only available to customers on the Enterprise plan and requires development work on your end.
Thanks,
Ramin
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