Chat Attachments #

Chat Attachments allow support agents to share files and resources directly with customers during conversations.

Supported Use Cases #

Attachments can be used for:

• Product brochures
• User manuals
• Price lists
• PDF documents
• Support resources
• Marketing materials

Sending an Attachment #

1. Open an active conversation.
2. Click the Attachment icon.
3. Select the desired file.
4. Send the file to the customer.

The file will appear within the chat conversation.

Recommended File Types #

Common file types include:

• PDF
• JPG
• PNG
• DOCX
• XLSX

Supported formats may vary depending on your current plan and integrations.

Best Practices #

• Use clear file names.
• Send only relevant documents.
• Keep files up to date.
• Avoid unnecessary large attachments.

Security Considerations #

Before sending files:

• Verify document accuracy.
• Ensure files do not contain sensitive information.
• Confirm the customer is authorized to receive the information.

Common Use Cases #

Sales Teams #

• Product catalogs
• Pricing sheets
• Service brochures

Support Teams #

• User guides
• Setup instructions
• Troubleshooting documents

Attachments help customers receive information instantly without leaving the conversation.