This action sends documents to the customer via messenger or email.
PDF documents
Images (JPG, PNG)
Spreadsheets (XLS, XLSX)
Presentations (PPT, PPTX)
Other files
Select action Send Files
Select delivery method:
Via chat (messenger)
Via email
Select files from uploaded documents
Click Save
Delivery Method
Chat or Email
Documents
List of files to send
Documents are uploaded in AI Agents → Documents section:
Open the agent
Go to Documents tab
Click Upload File
Select file from computer
After upload, the file will be available in triggers
Trigger condition:
Action:
Method: Via chat
Documents: Price List 2024.pdf, Product Catalog.pdf
Files must be uploaded to the system beforehand
For email delivery, customer email is required
File size is limited (depends on messenger)
Last updated 1 month ago
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Customer asks for price list or catalog