Website visitors and agents can securely share files during a chat. File sharing helps you resolve customer issues more quickly. You also have the power to disable file sharing for visitors, agents, or both.
The file types that can be shared are jpg, jpeg, png, txt, pdf, doc, docx, xls, xlsx, and csv files. The maximum size a shared file can be is 5 mb.
Note: the File Sharing Feature is available with Premium Plus accounts.
How to enable and disable file sharing for site visitors and agents
Note: File Sharing is enabled for agents and disabled for site visitors by default.
- You’ll want to ensure you are registered for a Formilla account.
- Once you are registered, simply login to your Formilla dashboard (as the account owner) and click Settings from the left menu. Next click on File Sharing. File sharing can be toggled on or off for visitors or users on this screen.
Using File Sharing as an Agent
- You must be in a chat with a website visitor. There is a paper clip icon on the left edge of the field you use to type a message to the visitor. Click on the paper clip icon to browse for a file to attach.
Note: You can also drag and drop a file anywhere onto your Formilla dashboard screen as an alternative to browsing for a file.
- Up to three files can be attached per message. The paper clip icon will no longer be available if three files have already been attached. If you have selected the wrong file in error, you can remove the attached file by clicking on the red ‘x’ in the bottom left corner of the file.
Send the message and the files you have attached will be in the body of the chat, where the visitor can view or download them.
Using File Sharing as a Visitor