Send and review conversation attachments
Check files and delivery status separately from the text of a reply.
Before you begin
Open Inbox and check that you are in the correct workspace. Select the conversation and review its latest customer message before taking an action.
Step by step
- 1
Choose a suitable file
Use the attachment picker and follow its current file type and size feedback. Remove unrelated personal data before sending.
- 2
Wait for upload
Check the attachment preview and any error. A selected file is not necessarily uploaded or delivered.
- 3
Review the full reply
Confirm the file belongs to this visitor and explain what it contains. Check names and filenames before sending.
- 4
Verify delivery in the channel
Inspect the resulting timeline and channel feedback. Connected-channel media capabilities can differ from web chat.
Good to know
If an upload fails, do not assume the accompanying text failed too. Check the actual delivery state before retrying and creating duplicates.
Check the result
Check the conversation status and timeline after the action. When testing, use a separate visitor browser so you can see both sides.
Questions & troubleshooting
The file works on web chat but not an external channel
Check the channel’s supported media types, limits and provider response.
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