As an agent, you can share images and PDF files in a chat, WhatsApp or Messenger conversation.

Once shared, the file is available to the visitor and can also be viewed from the conversation history, from the administration or from the agent conversation panel.

 

1. Supported file formats

The file formats currently supported are:

• PDF documents
• JPEG, PNG, GIF, WebP and BMP images (SVG is not accepted)

There is a 30MB size limit for all files you share. If you send a file that is too large, you will be notified through an error message. On WhatsApp the maximum size for a PDF is 5MB.

2. Security
 

iAdvize scans each file shared in a conversation to detect the presence of any viruses. If a virus is detected during the scan, it is removed from the servers before the visitor can access it.

 

The shared file is stored on a private server and can only be accessed by the people involved in the conversation through a previously signed link, valid for one hour.

This validity period of the link ensures that the sharing of the link outside of the conversation is secure.

After this time, if the visitor returns to their conversation, they will still be able to access the shared file. However, access to the file will be revoked once the conversation history retention period has been exceeded.

Similarly, the file can still be accessed when authenticated by the administration, provided the file and authenticated user are both associated with the same site.

The files are automatically deleted after 1 year and are no longer accessible from the administration.

3. How can you share files?

Select the file you need to share (one file at a time) by

• Clicking on the paperclip icon or drag & drop :

• Uploading the file:

• Here is the display when sending a picture on the composition area of the agent conversation panel before sending:

• And when sharing a PDF on the composition area of the agent conversation panel before sending:

Here is the display on the visitor side:

 

Note: An antivirus scan is launched automatically with each upload to secure file sharing
 

4. File sharing from the visitor's side

Your visitors can also share files in a conversation. However, this possibility is optional on the chat and call channels.

Visitors can send JPEG, PNG, GIF, WebP or BMP images of up to 10 MB. PDF files can only be sent when an agent is handling the conversation. With your Assistant, and for the first message, the visitor sends one image per message; with an agent, up to 5 files per message.

In the previous interface, you choose whether visitors can send files in Engagement > Widgets Builder: on the chatbox card, click Customize, then in the Composition box tab, turn the Allow the visitor to upload images and pdf option on or off (see Customising your chatbox). This setting is not available in the new interface.