Sending files in a chat Follow

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 5 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

  1. Drag and drop a file into the chat widget box.

    Alternatively, you can select Options Send a File and select the file.
  2. 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

  1. 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. 
  2. Wait for the file to upload to the chat.
  3. The file appears in the visitor's widget.

 

Have more questions? Submit a request

Please sign in to leave a comment.

Powered by Zendesk