Files Cards

The Files card enables visitors to seamlessly add or attach files from their devices to the bot, enhancing communication and data exchange. Here's a guide on how to add and utilize File cards effectively:

Accessing Card Options:

  • Click the cardholder icon (+) to access the card gallery and select the Files card under input cards.

Untitled design (49).png

Card Configuration:

  • Provide a name and message to be displayed alongside the File card.

Untitled design (50).png

Saving Responses:

  • Save the responses (files) in the bot context and customer field to utilize them as attachments or plug inputs for further actions.

Untitled design (51).png

Defining File Formats and Limits:

  • Select the file formats you expect visitors to upload.
  • Supported file formats include doc, txt, docx, pdf, jpg, jpeg, gif, mp3, mp4, png, and zip.
  • The maximum file size allowed for upload is 5 MB.

Untitled design (52).png

Saving Configuration:

  • Click Save to finalize the card configuration.

Untitled design (53).png

Channel Compatibility and Limitations:

  • Facebook, Instagram, and WhatsApp do not support the Files card directly. However, you can handle these cases using the criteria router, creating alternative flows based on the channel type.

Examples of Files Card Actions:

  1. Verification Process: Visitors can upload their ID as a file for verification.
  2. Email Attachments: Received proofs from visitors can be added as attachments in the send email card for reference.

Untitled design (54).png


media-icon
media-icon
media-icon
media-icon

â“’2024 Orufy Technologies All Rights Reserved.