Send Files

This action sends documents to the customer via messenger or email.

Supported Formats

  • PDF documents

  • Images (JPG, PNG)

  • Spreadsheets (XLS, XLSX)

  • Presentations (PPT, PPTX)

  • Other files

Configuration

  1. Select action Send Files

  2. Select delivery method:

    • Via chat (messenger)

    • Via email

  3. Select files from uploaded documents

  4. Click Save

Parameters

Parameter
Description

Delivery Method

Chat or Email

Documents

List of files to send

How to Add Documents

Documents are uploaded in AI AgentsDocuments section:

  1. Open the agent

  2. Go to Documents tab

  3. Click Upload File

  4. Select file from computer

  5. After upload, the file will be available in triggers

Example

Trigger condition:

Action:

  • Method: Via chat

  • Documents: Price List 2024.pdf, Product Catalog.pdf

Important

  • Files must be uploaded to the system beforehand

  • For email delivery, customer email is required

  • File size is limited (depends on messenger)

Last updated

Was this helpful?